Bank Account Linking
In a Bank Reconciliation format profile, link bank data from financial institutions to corresponding accounts in NetSuite.
For a successful import, you need at least one active linked account. To manually import a bank statement file successfully, you must link all the bank accounts in the file to corresponding NetSuite accounts. Also, ensure that the currency of the bank accounts is the same as the corresponding accounts in NetSuite.
Unless you are using the Bank Feeds SuiteApp, to avoid performance degradation you should not exceed the following limits:
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10,000 transactions for all bank data imports
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500 linked accounts for automatic imports
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2,500 linked accounts for manual imports
If an import is going to exceed the suggest limit of linked accounts, you should configure multiple format profiles to facilitate parallel imports.
For information on how many banking transactions you can import and how many accounts you can link using the Bank Feeds SuiteApp, see Limitations of Using the Bank Feeds SuiteApp.
To avoid an inaccurate or inconsistent balances on the Match Bank Data page, perform one-to-one account linking only. Do not link more than one bank account to the same account in NetSuite.
The procedure to link bank data depends on your configuration. Choose one of the following procedures:
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If the format profile directly connects to a financial institution, see Linking Accounts for Financial Institution Connectivity. The Account Linking subtab is populated with information from the financial institution accounts.
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If the format profile uses the manual import method, see Linking Accounts for Manual Import. You must manually enter each account linking.