How do I create a bank account in NetSuite?

To set up the NetSuite integration, you’ll need one bank account in NetSuite for each of your Soldo currencies. If you need to create a new bank account, you should do this directly in NetSuite. Here’s how:

1. Log in to your NetSuite account.
2. Select Lists, then Accounting, then Accounts, and click New.
3. Set the ‘Type’ to Bank.
4. Enter the bank account number. You can find this on your Soldo account. In the main menu, select Wallets, then Main wallets, and choose the currency you wish to create a bank account for. Then click Deposit info.
5. Enter a name of your choice. We suggest choosing something meaningful, like ‘Soldo GBP’ or ‘Soldo EUR’, so you can easily identify the bank account when syncing your NetSuite account with Soldo.
6. Select a currency.
7. Select a subsidiary. You’ll need to assign the bank account to the same subsidiary you’re integrating with Soldo.
8. Click Save.