---
title: Creating a Reconciliation Rule (NetSuite)
slug: td/creating-a-reconciliation-rule-netsuite
description: Finish setting up your Accounts Receivable solution by adding a reconciliation rule to automate your invoice matching process.
docTags: bSho0M8HRjDvZq9EBIWDy
createdAt: 2025-04-23T23:18:38.004Z
---

The Accounts Receivable solution and Cash Application product are fully compatible with bank feeds. 

To ensure credit transactions automatically reconcile with the customer payments generated by the Cash Application, you will need to create a reconciliation rule using this guide.

***

## Create a Reconciliation Rule

Follow these steps in NetSuite to create a reconciliation rule.

::::WorkflowBlock
:::WorkflowBlockItem
### Go to Reconciliation Rules

Navigate to** Transactions -> Bank -> Reconciliation Rules**

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/hz6zk6qqwpR4kgipP6uWS_image.png" size="50" width="447" height="700" position="center" caption="Transactions -> Bank -> Reconciliation Rules" alt="Hover over Transactions, then Bank, and click on Reconciliation Rules" showCaption="true"}
:::

:::WorkflowBlockItem
### Create a New Rule

Under** User Rules**, click **New Rule.**

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/iaJAJn6pa3TowmAhgIHRz_image.png" size="80" width="782" height="339" position="center" caption="Reconciliation Rules" alt="Reconciliation Rules" showCaption="true"}

For **Rule Name**, enter “Match by Memo”.
:::

:::WorkflowBlockItem
### Select Bank Account

Under the Accounts tab, select the specific bank accounts you wish to include for auto-reconciliation.

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/YYNYckMjpoIt9KolfMjK1_image.png" size="80" width="1195" height="439" position="center" caption="Matching Rule" alt="Matching Rule" showCaption="true"}
:::

:::WorkflowBlockItem
### Set Conditions

Go to the Conditions tab.

Select the following from the drop-downs:

- **Transaction Type**: All Imported
- **Primary Field**: Memo
- **Operator**: Equals
- **Value**: \<leave blank>
- **Transaction Type**: All NetSuite
- **Compare Field**: Memo

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/2mcwNIESasTEXqxhNe4Ic_image.png" size="80" width="1150" height="405" position="center" caption="Conditions tab state after changes are applied" alt="Enter the above properties for the new rule and click Save button" showCaption="true"}

Click **Save.**
:::
::::