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

Managing U.S. and Canada (MX) Connected Accounts for Bank Feeds

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

The following table shows the columns you'll find under the Accounts subtab on the U.S. and Canada (MX) format profile page.

Column Name

Description

Account Name

Shows a list of accounts associated with your financial institution connections.

Account Type

Shows the type of financial institution account.

Financial Institution

Shows the financial institution associated with the account.

Connection ID

Shows the unique ID for the financial institution connection associated with the account.

Note:

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

Include Account

Shows a checked box for each connected account. To exclude an account from bank feeds, clear the appropriate box.

To exclude a U.S. or Canada account from bank feeds:

  1. On the Accounts subtab, clear the corresponding box in the Include Account column for each account you want to remove from bank feeds.

    If you exclude an account, you won’t receive daily updates from the account in NetSuite.

  2. Click Submit.

  3. Click Save on the format profile record.

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

If you already have a financial institution connection, you can update your list of connected accounts.

Note:

This procedure applies when you're adding new accounts under the same bank login credentials in an existing connection.

To connect new accounts with different credentials, see Connecting a U.S. or Canada (MX) Financial Institution to NetSuite.

To connect a new U.S. or Canada 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 U.S. and Canada Accounts (MX).

  4. On the U.S. and Canada Accounts (MX) format profile page, go to 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 (MX) Financial Institution Connections.

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

  6. Click the Account Linking subtab.

  7. From the Linked GL Account list, select an account in NetSuite you want to link to the adjacent accounts.

    For more information, see Linking Accounts for Financial Institution Connectivity.

  8. Click Save on the format profile record.

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

You’ll see a progress message on the Bank Feeds financial institution record, and you can click the Track your status link to check the 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

General Notices