Sync with NetSuite

Sync Overview

NetSuite sync image

NetSuite to

With each sync, picks up any NetSuite changes to:

  • Accounts
  • Vendors
  • Items
  • Classes
  • Locations
  • Projects/Jobs (Requires Bundle 3.1 or later) to NetSuite

With each sync, NetSuite picks up any changes to:

  • Vendors
  • Bills
  • Bill payments

Things to know

The following objects do not Sync

  • Edits to bills will not sync from NetSuite
  • Bank Balance
  • Merges of any object records (Chart of Accounts, Vendors, etc.) -
    • Ex: if merging objects in NetSuite, the same two Chart of Accounts will also need to be merged in

If you do not see the described feature available in, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for and upgrade accordingly or contact the Administrator of your account. Changes in monthly user fees may apply.