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Your accounting software doesn't support CSV templates? I had a similar issue with a different bank and in the reconcile feature you can pick the template (eg
by edoceo 6y ago
Your accounting software doesn't support CSV templates? I had a similar issue with a different bank and in the reconcile feature you can pick the template (eg QBO, CSV, etc) and under CSV are the templates I made (along with stock templates for $BigBank). So I only made the template once with a little drag/drop page and was done. All subsequent imports are "one click" easy
- tylermenezes 6y agoNetSuite requires CSVs to be in a predefined format. No mapping options at all. [1] (You might think "just don't use NetSuite" but most large companies are using NetSuite. Small-business accounting systems do not work well past a certain scale of transactions/purchasers/vendors/etc.) [1] https://www.proteloinc.com/blog/import-online-bank-data-and-auto-match-transactions-in-netsuite/ https://www.proteloinc.com/blog/import-online-bank-data-and-...