Match Bank Data for NetSuite Accounts

Role Required: NetSuite A/P Clerk or Accountant

Bank accounts in NetSuite must be enabled for the Match Bank Data functionality to use Bank Connect to import statement data.

1. Navigate to a Bank Account record by selecting List → Accounting → Accounts from the main navigation bar.

2. Click Edit link for the Account you want to edit.

3. Check the Use Match Bank Data and Reconcile Account Statement Pages box.