Introduction
In this blog, we will teach you to set up and configure the NetSuite Bank Feeds SuiteApp step by step. First, you need to meet a few requirements, such as being on release 2020.1, having custom records enabled, as well as client and server-side SuiteScript. You verify this by navigating to:
Setup > Company > Enable Features
Setup > Company > Enable Features > SuiteCloud > SuiteBuilder
(Make sure Custom Records is checked)
Setup > Company > Enable Features > SuiteCloud > SuiteScript
(Make sure both options under this section are checked)
Maximize your Financial Management with NetSuite Solutions!
Struggling to configure NetSuite Bank Feeds SuiteApp effectively? Partner with us for expert assistance. Request help and streamline your financial workflows with ease!
Request a DemoAssuming you meet those requirements, you need to navigate to
Customization > SuiteCloud Development > SuiteApp Marketplace
Type in “Bank Feeds” in the search and chose the SuiteApp from Oracle NetSuite & click Install.
User Guide for NetSuite Pricing: All you need to Know
All you need to know about NetSuite pricing! Explore our user guide for comprehensive insights.
Download Guide
While the install is running, take a moment to verify that you have set up the relevant corresponding bank accounts (Checking, Savings, Credit Cards) in the Chart of Accounts. The install will take approximately 30 minutes to run. If you try to do anything before that amount of time has elapsed, it may end up giving you errors.
Lists > Accounting > Accounts
You will also need to make sure that you have checked these accounts to be reconciled via the account statement pages (this page is new and will replace the previous Reconcile Bank Statement and Reconcile Credit Card Statement pages in the future).
Read more about NetSuite Release 2020.1 – The Bank Feeds SuiteApp
Optimize your Business with NetSuite Solution!
Looking to enhance your business with NetSuite? Trust AlphaBOLD's expertise for smooth setup and configuration.
Request a DemoConclusion
The purpose of this blog was to teach you to set up and configure the NetSuite Bank Feeds SuiteApp step by step.
If you want to learn more about what this SuiteApp can do for you, visit our article NetSuite Release 2020.1 – The Bank Feeds SuiteApp.
If you need any help or guidance on setting up this or any other NetSuite SuiteApp, NetSuite Bundle, or 3rd party Integration, please reach out to our BOLDCommunity!Our knowledgeable BOLDEnthusiasts will be able to help get you connected and running! Happy configuring!
Explore Recent Blog Posts
Project Management & Resource Planning
Related Posts
Project Management & Resource Planning
