Sync Manual - NetSuite

8/10/2019 Sync Manual - NetSuite

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Setting up to sync with NetSuite

If youve never synced your Bill.com account with an accounting system, theseinstructions are for you.

If youve synced your Bill.com account with any accounting system (includingNetSuite), contact us, because these instructions wont work for you.

Part 1 of 10: Set up your NetSuite account for syncing1. In NetSuite, click the Setup tab > Company > Enable Features.2. Click the SuiteFlex tab.

3. Under SuiteBuilder, select Custom Records.4. Under SuiteScript, select Client SuiteScript and Server SuiteScript.5. Click Save.

Part 2 of 10: Install the Bill.comNetSuite Integration Bundle1. In NetSuite, click the Setup tab, then Customization, then Search & Install

Bundles.2. Search for the Bundle:

Under Keywords, enter: TSTDRV952242

Click Search.


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3. Click Bill.comNetSuite Integration.4. Click Install, then click Install Bundle.5. Wait and click Refresh until the installation is complete.

Part 3 of 10: Set up your Bill.com account1. Log in to your Bill.com account.2. In the upper right, hover over . Then click Settings > Overview.3. Under Accounting, click Preferences.4. On the Accounting Preferences page, click .5. If you want to use classes/locations/departments, set Use classes, Use

locations, Use departments appropriately.6. Click Save.

Part 4 of 10: Configure your NetSuite Account1. Click the Setup tab > Customization > Record Types.

2. On the Record Types page, click Billcom Configurator.


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3. On the Edit Custom Record Type page, click View Records.

4. On the Billcom Configurator List page, click New (bottom of page).

5. Enter these details:

For Username, enter the email address you use to log in to Bill.com(must be an Administrator).

For Password, enter your Bill.com password.

For Org Id:a. Log in to your Bill.com account.b. In the upper right, hover over . Then click Settings > Overview.c. Under Your Company, click Profile.d. From the URL bar, copy the number after id= (begins with 008). e. Paste the number into Org Id.

For Subsidiary, choose the NetSuite Subsidiary that you want to syncto the Bill.com company. If you are not using NetSuite Oneworld, youwill see just one subsidiary, which is Parent Subsidiary. Select thatone.


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6. Contact Bill.com and have us review your setup.7. Click Save.

Part 5 of 10: Add the Sync button to your NetSuite dashboard

1. In NetSuite, click the Home tab.2. On the Home page, click Personalize Dashboard (upper right).

3. Under Add Content, click any unused Custom Portlet.

4. In the upper right corner of the new dashboard widget, hover over thedrop-down and click Set Up.


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5. For Source, choose Billcom Portlet.6. Click Save.

Part 6 of 10: Add Job/Errors portlets to your NetSuite dashboard1. In NetSuite, click the Home tab.2. On the Home page, click Personalize Dashboard (upper right).

3. Under Add Content, click any unused Custom Search.


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4. In the upper right corner of the new dashboard widget, hover over thedrop-down and click Set Up.

5. For Search, choose Bill.com Sync JobsMost Recent.6. Click Save.

7. Under Add Content, click any unused Custom Search.8. In the upper right of the new dashboard widget, hover over the drop-down

and click Set Up.9. For Search, choose Bill.com Sync Unresolved Errors - Most Recent.10. Click Save.

Part 7 of 10: Set up your Accounts Payable account1. In NetSuite, click the Setup tab > Company > General Preferences.2. On the General Preferences page, click the Custom Preferences tab.3. For Accounts Payable Account, choose the account where youll be

posting Bill.com bills.


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Accounting, click Chart of Accounts and click Merge Duplicates.Select the 2 Bill.com Money Out Clearing accounts and click nextand follow the instructions (see below screenshot). Make sure youselect External Id field to be the non-empty value. Once the merge iscomplete, then also Merge the Bill.com Money In Clearing into theremaining active Bill.com Money Out Clearing account (this is more

for cleaning up the chart of account on the Bill.com side)

Part 11 of 11: Add additional subsidiaries (optional, and only applies to

NetSuite Oneworld accounts with multiple subsidiaries)

1. Install the MultiSub portlet. Go to Personalize Dashboard, and then underCustom Portlet, click on Billcom Multi Sub Map Portlet and Save


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2. Edit Mappings carefully to make sure the correct mappings are chosenbetween the Bill.com and NetSuite accounts. Syncing with the wrong companymappings can cause data issues.

3.Start a new sync by going to Home tab and clicking the Sync button.4. Ensure there are no errors in the Bill.com Sync Unresolved Errors - MostRecent portlet installed in Part 6.

Documents

Sync Manual - NetSuite