How to import customer payment and deposit to a ac...
# ask-stanley-ai
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How to import customer payment and deposit to a account in import
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AI generated answer (using internal Slack threads):
Based on the conversations, it seems that importing customer payments and deposits directly into NetSuite via CSV is not possible out of the box. However, there are a few workarounds that you can consider: 1. Web Services Integration: You can use a web services integration to bring over the customer deposit transactions. This would require a good understanding of NetSuite's APIs and how to interact with them. 2. SuiteScript: You can create a SuiteScript to automatically create the customer deposit record from the sales order. This would require knowledge of SuiteScript, NetSuite's JavaScript-based API. 3. Bank Statement: You can download the transactions as a bank statement and then import them into NetSuite. This would not create the customer deposit records, but it would allow you to reconcile the transactions. 4. Custom Solution: A custom solution can be built to import your credit card processing report and auto-create the deposits for you. This would likely require the help of a NetSuite developer or partner. For the deposit of groups of transactions, you can record it to undeposited funds and then someone comes in and deposits groups of transactions using that value as the key. This will result in separate customer payments matching how they believe they paid you, and a single transaction into your bank account which will match your bank reconciliation. Here is the link to the NetSuite help center for more information on deposits: https://system.na1.netsuite.com/help/helpcenter/en_US/srbrowser/Browser2019_2/script/record/deposit.html ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.854773223
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.854012609
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835096061
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