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Saved million of taxes for US business owners & individuals| Partner @ Cuenta | US Tax & Bookkeeping ProAdvisor

📊𝐀𝐫𝐞 𝐲𝐨𝐮 𝐮𝐬𝐢𝐧𝐠 𝐍𝐞𝐭𝐒𝐮𝐢𝐭𝐞 𝐟𝐨𝐫 𝐲𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐚𝐧𝐝 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐬𝐭𝐫𝐞𝐚𝐦𝐥𝐢𝐧𝐞 𝐲𝐨𝐮𝐫 𝐛𝐚𝐧𝐤 𝐭𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧 𝐢𝐦𝐩𝐨𝐫𝐭𝐬? 𝐋𝐨𝐨𝐤 𝐧𝐨 𝐟𝐮𝐫𝐭𝐡𝐞𝐫! 𝐈𝐧 𝐭𝐡𝐢𝐬 𝐩𝐨𝐬𝐭, 𝐰𝐞’𝐥𝐥 𝐰𝐚𝐥𝐤 𝐲𝐨𝐮 𝐭𝐡𝐫𝐨𝐮𝐠𝐡 𝐭𝐡𝐞 𝐬𝐭𝐞𝐩𝐬 𝐭𝐨 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭𝐥𝐲 𝐢𝐦𝐩𝐨𝐫𝐭 𝐲𝐨𝐮𝐫 𝐛𝐚𝐧𝐤 𝐝𝐚𝐭𝐚 𝐢𝐧𝐭𝐨 𝐍𝐞𝐭𝐒𝐮𝐢𝐭𝐞. 📊 𝟏. 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐜 𝐈𝐦𝐩𝐨𝐫𝐭 (𝐑𝐞𝐜𝐨𝐦𝐦𝐞𝐧𝐝𝐞𝐝): * If you have the Administrator role, set up daily automatic imports using the Format Profile page. This ensures seamless synchronization of your bank or credit card data with NetSuite. * Keep in mind that it’s best practice not to exceed 10,000 transactions per import. * Configure multiple format profiles for parallel imports if you anticipate exceeding these limits. 𝟐. 𝐌𝐚𝐧𝐮𝐚𝐥 𝐈𝐦𝐩𝐨𝐫𝐭: * Download your financial statement file from your financial institution. * Navigate to Accounting > Banking > Import Bank Transactions in NetSuite. * Click Import File and select your file (acceptable formats include CSV, OFX, QBO, QFX, and Excel). 𝟑. 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭 𝐅𝐢𝐥𝐞 𝐈𝐦𝐩𝐨𝐫𝐭 (𝐀𝐮𝐭𝐨 𝐁𝐚𝐧𝐤 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭 𝐈𝐦𝐩𝐨𝐫𝐭): * Enable the system to import your bank statement files using the Auto Bank Statement Import (ABSI) SuiteApp. * Set up daily bank statement file imports via the Format Profile page. * For more details, refer to the Automatic Bank Statement File Import section in the NetSuite documentation. 𝐑𝐞𝐦𝐞𝐦𝐛𝐞𝐫, 𝐚𝐜𝐜𝐮𝐫𝐚𝐭𝐞 𝐚𝐧𝐝 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐛𝐚𝐧𝐤 𝐭𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧 𝐢𝐦𝐩𝐨𝐫𝐭𝐬 𝐚𝐫𝐞 𝐜𝐫𝐮𝐜𝐢𝐚𝐥 𝐟𝐨𝐫 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐢𝐧𝐠 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐯𝐢𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐲 𝐚𝐧𝐝 𝐞𝐧𝐬𝐮𝐫𝐢𝐧𝐠 𝐬𝐦𝐨𝐨𝐭𝐡 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬. 𝐇𝐚𝐩𝐩𝐲 𝐢𝐦𝐩𝐨𝐫𝐭𝐢𝐧𝐠! 🚀💼 #NetSuite #Finance #Banking #Accounting #BusinessTips

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