Syncing Your Accounting Data with NetSuite

Overview

Slash integrates with NetSuite to give you two-way sync between your Slash transactions and your NetSuite accounting records. You can export transaction data from Slash into NetSuite, and import your chart of accounts, vendors, and other data from NetSuite from the Accounting page in your dashboard.

NetSuite is an enterprise accounting platform with multi-entity and dimensional reporting capabilities. Slash supports NetSuite dimensions such as classes, departments, locations, customers, and subsidiaries so your synced transactions map cleanly into your general ledger.

Before you begin, you'll need:

• An active NetSuite account
• Admin or Owner permissions in your Slash account
• Your NetSuite accounts and dimensions already configured

How to Connect NetSuite to Slash

Step 1: Navigate to the Accounting Page

From your Slash dashboard, navigate to the Accounting page using the sidebar. If you haven't connected an accounting app yet, you'll see a landing page with a "Connect accounting app" button.

Step 2: Connect Your NetSuite Account

Click "Connect accounting app." A secure connection window will open where you can select NetSuite, sign in to your NetSuite account, and authorize Slash to access your accounting data. Once authorized, Slash will pull in your chart of accounts, vendors, customers, classes, departments, locations, and subsidiaries from NetSuite.

Step 3: Set Up Account Mappings

You'll be prompted to map your Slash accounts to the corresponding NetSuite accounts. For each Slash account (cash accounts, credit accounts, etc.), select the matching NetSuite account from the dropdown. You'll also choose a "Sync from" date that determines how far back Slash will pull transactions for review. Click save when you're done.

If your NetSuite account uses subsidiaries, you can assign a default subsidiary for each Slash account. Subsidiary assignments carry through to transaction lines and split line items when you review and sync transactions.

How to Export Data from Slash to NetSuite

Step 1: Go to the Accounting Page

From the sidebar, navigate to the Accounting page. Your transactions will be organized into tabs: In Review, Ready to Sync, Synced, and Archived.

Step 2: Review and Categorize Transactions

In the "In Review" tab, assign a GL account, vendor, class, department, location, customer, and subsidiary to each transaction, as applicable.

Slash supports custom mapping rules that automatically categorize transactions based on merchant or other criteria, so many transactions may already be pre-categorized.

Step 3: Mark Transactions as Ready to Sync

Once you've reviewed a transaction and assigned the right accounts and dimensions, mark it as "Ready to Sync." You can do this individually or select multiple entries and mark them in bulk.

Step 4: Sync to NetSuite

From the "Ready to Sync" tab, click "Sync to NetSuite" to push the transactions to your NetSuite account. Successfully synced transactions will move to the "Synced" tab.

If a sync fails, you'll see an error indicator. Click it to view the details and retry after resolving the issue.

How to Import Data from NetSuite into Slash

Step 1: Go to the Accounting Page

From the sidebar, navigate to the Accounting page. Once NetSuite is connected, Slash automatically imports and keeps the following data in sync:

• Chart of accounts: Available when categorizing transactions in the Accounting dashboard.
• Vendors: Available for assignment when reviewing transactions or making payments.
• Customers: Available for tagging transactions.
• Classes: Available for transaction tagging and reporting.
• Departments: Your departmental structure for transaction tagging and reporting.
• Locations: Location data for multi-location businesses.
• Subsidiaries: For multi-entity organizations, your subsidiary structure so transactions can be assigned to the right entity.

Step 2: Verify Your Imported Data

You can verify that your NetSuite data has been imported by reviewing the available options in the transaction categorization dropdowns. Changes you make in NetSuite will be reflected in Slash automatically.

Need More Help?

If transactions aren't syncing to NetSuite correctly:

• Check that your account mappings and subsidiary assignments are valid.
• Make sure the accounts and dimensions haven't been deactivated in NetSuite.

For further assistance, contact Slash Support by using the in-app chat in your Slash dashboard.