1. Country-Specific Features
  2. Japan Help Topics
  3. Japan Bank Feeds
  4. Setting Up Japan Bank Feeds
  5. Signing-up for a Moneytree Account

Signing-up for a Moneytree Account

Moneytree is a third-party service provider used by the Japan Bank Feeds SuiteApp. You need a Moneytree account to use the SuiteApp.

To sign-up for a Moneytree account:

  1. Go to Transactions > Bank > Japan Bank Feeds.

  2. In the Available Connections section, find the row where Moneytree is listed as the service provider

  3. Under the Actions column, click Connect or New Connection.

  4. In the Confirmation popup window, click Sign-up.

    You will be redirected to a Moneytree page to complete the sign-up process.

  5. Complete the following steps to create a Moneytree account:

    1. Enter your email address and password.

    2. Accept the terms of service and privacy policy.

    3. Click Create a Moneytree ID.

    4. Click OK.

  6. Select the financial services categories that you would like to link with NetSuite.

    For example, select Banks, if you want to connect to banking institutions in Japan.

  7. Select a service that you would like to link with NetSuite.

    For example, select a Japanese banking institution.

  8. Connect to the bank or financial institution.

    Note:

    You can only connect to corporate bank accounts and credit card accounts.

    Depending on the bank or financial institution, you may need to enter your user ID and password and then click Connect Now or Connect Later.

  9. Click Agree & Register to agree to the terms of service.

    You may need to check your email to confirm your registration, depending on the bank or financial institution.

  10. When asked, provide your user name and password and click Login.

Related Topics

General Notices