--- title: How do I sync Covercy bank transactions with NetSuite? description: Easily sync Covercy bank transactions with NetSuite for seamless reconciliation. Connect via Yodlee, reduce manual work, and keep financial records accurate! --- [Skip to content](https://help.covercy.com/how-do-i-sync-covercy-bank-transactions-with-netsuite#main-content) English Show submenu for translations [Contact Us](https://help.covercy.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.covercy.com/tickets-view?hsLang=en) ![Covercy\_Logo\_White.png\]](https://help.covercy.com/hs-fs/hubfs/Covercy_Logo_White.png?height=40&name=Covercy_Logo_White.png) - [Default HubSpot Blog](https://covercy-2927640.hs-sites.com/blog) Open main navigation Close main navigation - [Default HubSpot Blog](https://covercy-2927640.hs-sites.com/blog) - English Show submenu for translations - [Contact Us](https://help.covercy.com/kb-tickets/new) - [Customer portal](https://help.covercy.com/tickets-view) - Contact us Contact us Got a question? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.covercy.com/?hsLang=en) 2. [Investment Management](https://help.covercy.com/investment-management?hsLang=en) 3. [Accounting](https://help.covercy.com/investment-management?hsLang=en#accounting) # How do I sync Covercy bank transactions with NetSuite? ## Automatically Import Covercy Bank Transactions for Reconciliation. Note:  - This task requires **Administrator access** or a custom role with the required permissions ([see here](https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_157734104117.html) for more information). - Ensure your browser allows pop-ups to display the configuration window. **Automatically sync your Covercy bank transactions with NetSuite to simplify reconciliation and eliminate manual data entry.** No more tedious, line-by-line comparisons. By securely connecting your Covercy account via **Yodlee**, your real-world bank transactions will flow directly into NetSuite. This ensures your financial records stay **accurate, up to date, and easy to reconcile.** Once synced, your Covercy bank transactions will appear in NetSuite, where you can **quickly match them to existing records or create new transactions as needed.** With just a few clicks, you'll **reduce the risk of discrepancies, improve efficiency, and gain confidence in your financial data.** ### Follow these steps below to get started: 1. **Log into NetSuite.** 2. **Install the Bank Feeds SuiteApp** (if not already installed): 1. Enter **SuiteApps**. 2. Search for **Bank Feeds**. 3. Click **Install**. 3. **Add Covercy as a New Financial Institution:** 1. Navigate to **Setup** \> **Accounting** \> **Financial Institution** \> **List.** 2. Click **View** next to the **Bank Feeds** financial institution record. 3. In the **Format Profile: Configuration** subtab (or ***Link Bank Accounts*** in earlier versions), click **Edit** next to **Connect to U.S. and Canada Accounts**. 4. Go to the **Connectivity Configuration** subtab. 5. Accept the terms and agreements. 6. Click **Connect New Institution.** 7. In the popup, search for **Covercy** and select it. 4. **Authenticate and Select Accounts to Sync:** 1. Enter your **phone number** associated with the account officer/owner. 2. Enter the one-time **password sent via SMS**. 3. Complete the authentication process. 4. In the list of available accounts, uncheck any accounts or cards you do **not** want to sync. 5. Go back to the format profile page, click **Save and Finish**. 5. **Link NetSuite GL Accounts:** 1. Go to the **Account Linking** (or ***Account Mapping***) subtab. 2. Select the bank or card you want to link to various accounts in your **Linked GL Account** dropdown list. 3. Finally, click **Save** **Done!**  Once the bank sync configuration is complete, the system automatically imports the **last 60 days** of transactions during the initial sync. After that, a daily import schedule begins, syncing up to **7 days** of new transactions from Covercy into NetSuite. ### **To review and reconcile**: Go to **Transactions** -\> **Bank** -\> **Match Bank Data**: Here, you can view your updated account balance and match or confirm incoming transactions with NetSuite records.   For more information, see [this NetSuite documentation](https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_159823056487.html#Related-Topics). 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