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  1. Soldo
  2. Integrations
  3. NetSuite

NetSuite

  • 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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