NetSuite overview

Summary view of the NetSuite connection flow and available support

Not streaming data?

This integration also supports Intelligent file upload. Visit NetSuite intelligent upload for detailed instructions.

Your financial institution has requested to view, create or modify your business's financial data via your NetSuite account. This is needed to deliver financial services to you. You will follow a secure connection flow to establish a digital link to your NetSuite account.

Check your software plan or version

If you need to check the plan or version of the accounting software you are using, follow these steps in NetSuite:

1. Log in to your NetSuite account.
2. On the Home page, scroll down to the bottom of the page.
3. Locate the NetSuite version number in the page footer.

Support articles

For key steps of our NetSuite flow and associated troubleshooting, we provide dedicated support guides:

• Configure NetSuite Cloud
• Understand bundles
• Resolve issues

Interactive walkthrough

Alternatively, follow our walkthrough below to see each step in practice. Click the pulsing dot to begin.