Match bank data prior to reconciliation (KeyBank)
Match all deposit/payment transactions as cleared.
1. Navigate to Financial Banking > Match Bank data 2. Select bank account 3. Mark a transaction from the bank (on left) and check box on its related transaction in NetSuite (on right) 4. Scroll down and click 'Match' 5. Review matches on Matches to Submit subtab 6. Create missing book transactions as necessary, refresh screen then match 7. When all transactions have been matched click Submit