Aside from the automated daily import, we can also update our bank data in NetSuite by manually initiating the system to retrieve the latest bank transactions from your financial institution. Perform any of the following actions to initiate the import process:
Update the Bank Feeds Format Profile Records – Update the provisioned format profile records by editing and saving the record without making any changes. Each time a format profile record is saved, the system triggers the bank data retrieval and import process.
Update the Match Bank Data Page – Update your account with the latest bank data by clicking the Update Imported Bank Data button on the Match Bank Data page.