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    1. Soldo support centre
    2. Integrations
    3. NetSuite

    NetSuite

    Discover how to integrate NetSuite with Soldo to automate transaction imports and reconciliation.

    • What is Soldo’s NetSuite Integration?
    • How does the NetSuite integration work and where is my data stored?
    • How to enable NetSuite to support the integration?
    • What do I need to know before setting up the NetSuite integration?
    • Which permissions does the integration user/role need to have?
    • How do I set up the NetSuite integration?
    • How do I create a bank account in NetSuite?
    • How do I export my bank feeds from Soldo to NetSuite?
    • How do I tag transactions with data from my NetSuite account?
    • How do I change my NetSuite subsidiary?
    • How do I change which NetSuite bank accounts are connected to my Soldo currencies?
    • What are custom fields and how do I import or change them from NetSuite to Soldo?
    • Will attachments added to a transaction be exported to NetSuite?
    • How do I set/change the attachment policy for the NetSuite integration?
    • How do I refresh or add tags to my imported lists?
    • Where can I find attachments to transactions that have been exported to NetSuite?
    • How does Soldo work with the NetSuite open period?
    • Can I assign multiple VAT rates/categories to a transaction?
    • How do I update the authentication details/login credentials?
    • Can I define which transactions can be exported to NetSuite?
    • Which fields will the integration import from NetSuite?
    • Which types of accounts will the integration import from NetSuite?
    • How can I export my transactions to NetSuite?
    • There’s an error with the NetSuite tax rate and I can’t export some transactions. How do I fix this?
    • Can I update an exported transaction or export a transaction to NetSuite several times?
    • Why can’t I see my transactions on the NetSuite page under Reports?
    • Where will my NetSuite authentication credentials be stored?
    • How do I remove the NetSuite integration?
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    The software services provided to customers resident in or with registered office in an EEA country or in the UK are provided by Soldo Software Ltd a company incorporated in the UK with company number 09233754 and VAT: GB204213566, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom. Soldo Software Ltd (data protection number: ZA 092035) complies with all applicable data protection and privacy legislation in force from time to time in the UK and the EU including the General Data Protection Regulation ((EU) 2016/679) and the Data Protection Act 2018. All the communications related to the software and related services shall be sent to the registered office. Soldo Software Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.

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    The financial services provided to customers resident in or with registered office in the UK are provided by Soldo Financial Services Ltd., a company incorporated in the UK with company number 09495650, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom, authorised as an Electronic Money Institution by the Financial Conduct Authority (firm registration number 900459). Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ltd pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ltd. (data protection number: ZA147304) complies with all applicable data protection and privacy legislation in force from time to time in the UK and the EU including the General Data Protection Regulation ((EU) 2016/679) and the Data Protection Act 2018. All communications related to financial services provided by Soldo Financial Services Ltd shall be sent to Soldo Financial Services Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.