Directed at accountants and general financial users, this video explains how to manually import a bank or credit card statement file using the settings from a configured financial institution record.

Note: The user interface shown in the video is NetSuite 2021.1 – any text after the time of recording is subject to change.

To directly connect to a financial institution within the United States or Canada and automate your imports, see Connecting a US or Canadian Financial Institution for Bank Feeds.