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

Managing U.S. and Canada (Yodlee) 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 shows the columns you'll find under the Accounts subtab on the U.S. and Canada (Yodlee) Format Profile page.

Column Name

Icon

Description

Account Name

—

Shows a list of bank and credit card 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 bank or credit card account.

Connection ID

—

Shows the unique ID for the financial institution connection associated with the bank or credit card account.

Note:

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

Exclude Account

 Delete

Shows a Trash icon for each financial institution connection. 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.

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

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

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 bank and credit card accounts.

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 U.S. and Canada Accounts (Yodlee).

    Note:

    If you installed an earlier version of the Bank Feeds SuiteApp, this format profile is displayed as Link Bank Accounts.

  4. On the U.S. and Canada Accounts (Yodlee) 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 (Yodlee) 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 a bank or credit card 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