NetSuite overview
Summary view of the NetSuite connection flow and available support
What happens to my data?
To learn more about the technology employed to access your data and how it's used, check How we use your data.
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:
- Log in to your NetSuite account.
- On the Home page, scroll down to the bottom of the page.
- 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: