What you’ll learn:
- Installing the Bank Feeds SuiteApp: Find it in the SuiteApp marketplace and get it provisioned automatically.
- Connecting to your bank: Choose from a pre-populated list or directly search for your institution.
- Providing credentials: Log in securely with your bank username and password.
- Linking accounts: Map your bank accounts to the corresponding General Ledger (GL) accounts in NetSuite.
- Saving your setup: Secure your connection and start importing transactions seamlessly.