Upcoming Removal of OFX and QFX Files from all Databases

What is changing?

Starting December 12, 2019, you will no longer be able to download OFX and QFX files from your NetSuite account.

Previously imported bank data, and any reconciled or matched transactions will not be affected.

This change affects Production, Sandbox and Release Preview accounts.

As of NetSuite 2020.1, NetSuite will no longer store any imported bank or credit card files after processing.

Why is NetSuite removing these files?

The OFX and QFX file formats can contain unmasked credit card numbers in plain text. This change aims to mitigate any risk of accidental disclosure.

What do you need to do?

  • Check with your financial provider that you can access banking data and download in OFX, QFX, or an alternative format.
  • For Administrators, verify that there is no effect on imported bank data by going to:
    • Transactions > Bank > Import Online Banking Data > List.
    • Click View to see a list of imported transactions.

Additional Resources:

Check SuiteAnswers ID 7563

Help Topic: Statement File Import

Set the Log Out Landing Page

Each center can have a unique sign out page instead of using the default.

Specify the sign out page to use for each center, as required.

Got to Setup > Company > General Preferences > Subtab ‘Centers’

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What our clients are saying

It has been a pleasure working with Liberate I.T. over the past 7 years. They have great capabilities across NetSuite implementation and consultation, and helped us modernise and transform some very old-fashioned and dysfunctional businesses processes.

Craig Pinker - Novelli

Liberate IT provided excellent training so we could carry out our NetSuite implementation. The knowledgeable and experienced team were quick to understand our business requirements and offer us the most relevant NetSuite advice so we were up and running as seamlessly as possible.

Marina Hirst Tristram - Tasman Bay Food Group

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