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    Bank Connection and legacy data

    in Ask A Guru 5 comments

    Hi. We are going live with NetSuite on 10/1/2024. We are currently testing the bank connection in the NetSuite Sandbox account. The bank reconciliations will be performed in the legacy ERP through 9/30/2024.

    When we make the bank connection in the NetSuite Production account on or around 10/1/2024, using the Auto Bank StatementFeeds SuiteApp and the native Connectivity Configuration functionality, will we get 60 days prior period bank data imported into NetSuite?

    The ideal scenario would be to only import transactions from the beginning of October 2024 automatically import into NetSuite. Is this possible?

    Even if we have to manually import bank data into NetSuite for October 2024, that would be preferable to have pre-October 2024 bank records come into NetSuite and end up making the Match Bank Data function very confusing.

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