1. Accounting
  2. Banking
  3. Bank Feeds SuiteApp
  4. Setting Up Bank Feeds Integration
  5. Connecting a U.S. and Canada Financial Institution to NetSuite
  6. Managing U.S. and Canada Bank and Payment Accounts for Bank Feeds

Managing U.S. and Canada Bank and Payment Accounts for Bank Feeds

Manage which U.S. or Canada bank or payment accounts you want to include or exclude for automatic daily bank data import.

The following table describes the available columns under the Accounts subtab of the Connect to U.S. and Canada Format Profile page.

Column

Icon

Description

Account Name

 

This column displays the list of bank and credit card accounts associated with your financial institution connections.

Account Type

 

This column displays the type of the financial institution account.

Financial Institution

 

This column displays the financial institution associated with the bank or credit card account.

Connection ID

 

This column displays the unique ID of the financial institution connection associated with the bank and credit card account.

Note:

If you have multiple connections to the same financial institution using different login credentials, each connection will have its own unique ID.

Exclude Account

 Delete

This column displays a Trash icon for each bank and credit card account. Click the icon to exclude a bank or credit card account from bank feeds.

To exclude a U.S. or Canada bank or payment account:

  1. On the Accounts subtab, click the Trash icon in the Exclude Account column for the bank or payment account you want to remove from bank feeds.

    Excluding an account means you will no longer receive daily updates from the bank or credit card account in NetSuite.

  2. In the confirmation message that appears, click Exclude to confirm your action.

Adding New U.S. or Canada Bank Accounts for Bank Feeds

If you already have an existing financial institution connection and want to update your list of connected bank and credit card accounts, perform the following steps:

To connect a new U.S. or Canada bank or credit card account:

  1. Go to Setup > Accounting > Financial Statements > Financial Institution > List.

  2. On the Financial Institution page, click View next to the Bank Feeds financial institution record.

  3. On the Format Profile: Configuration subtab, click Edit next to Connect to U.S. and Canada Accounts.

    Note:

    If you installed the earlier version of the Bank Feeds SuiteApp, the format profile record name displays as Link Bank Accounts.

  4. On the Connect to U.S. and Canada Accounts Format Profile page, click the Connectivity Configuration subtab.

  5. On the Connections subtab, click the Rebuild icon to reconfigure your financial institution connection.

    To understand how to rebuild your connection, see Managing U.S. and Canada Financial Institution Connections.

    After you rebuild your connection, the Connectivity Configuration subtab page refreshes to show the configured connection and list of updated accounts.

  6. Click the Account Linking subtab.

  7. From each Linked GL Account dropdown list, select a bank or credit card account in NetSuite you want to link to the adjacent accounts.

    See Linking Accounts for Financial Institution Connectivity for more information.

  8. Click Save on the format profile record.

After you click Save, the system starts to retrieve and import all of the last 60 days of bank transactions of the bank account you added. The automated process includes new updates for the existing bank accounts linked to NetSuite.

A progress message will appear on the Bank Feeds financial institution record and you can click the Track your status link to view the processing status of your import. You can also go directly to the Banking Import History page by going to Transactions > Bank > Banking Import History.

Related Topics

Managing U.S. and Canada Financial Institution Connections
Connecting a U.S. and Canada Financial Institution to NetSuite

General Notices