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Export or View Bank Data or transactions

in Ask A Guru 5 comments

Hi Team,

We want to view or export bank statements in NetSuite and connect to the bank to view/export bank transactions.

Our main objective is to view the bank transactions and export them if possible.

Currently, we are sending an email to the bank account holder, and he is sending the bank transaction statements via email. So, we are looking into whether it is possible to connect the bank account and view all the bank data. This would save time much better.

We don't want to import the bank data and have it reflected in GL; we just need to see the bank data/transactions.

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