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NetSuite integration requires an Administrator role in NetSuite to complete the OAuth connection and configure subsidiary/GL account mappings.

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Before you start

You’ll need:
  • NetSuite with SuiteApp access enabled
  • An Administrator role in NetSuite
  • Administrator access in Dash.fi

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Step 1: Open accounting setup

  1. Log in to Dash.fi and go to Accounting in the left-hand menu.
  2. Select Card Transactions.
  3. If no accounting platform is connected, you’ll see a setup prompt. Click Setup Integration.
  4. You’ll be taken to Settings → Integrations. Select NetSuite.

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Step 2: Choose your integration mode

Dash.fi offers two modes:
ModeHow it worksBest for
Dash.fi Sync Mode (recommended)Your team codes transactions, attaches receipts, and assigns vendors inside Dash.fi. Reviewed transactions sync to NetSuite.Teams who want all spend management in one place
Bank FeedA raw transaction feed is pushed directly into NetSuite.Teams who prefer to do all coding in NetSuite

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Step 3: Connect to NetSuite

  1. Click Connect for your chosen mode.
  2. You’ll be redirected to NetSuite’s OAuth consent screen. Sign in with your NetSuite Administrator credentials.
  3. Approve the integration request.
  4. Dash.fi redirects back to the app and begins the initial sync.
Wait for the initial sync to complete. Dash.fi pulls your chart of accounts, subsidiaries, and account structure from NetSuite.

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Step 4: Select your subsidiary

If your NetSuite account uses OneWorld (multi-subsidiary), you’ll be prompted to select the subsidiary that Dash.fi transactions should post to. Select the correct entity and click Continue.

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Step 5: Set up your account map

Map your Dash.fi credit card to a liability account in NetSuite’s chart of accounts:
  • Use an existing account — if you already have a credit card account set up for Dash.fi
  • Create a new account — recommended to keep Dash.fi transactions clearly separated
Give the account a clear name (for example, Dash.fi Corporate Card) and click Continue. The account status should change to Active.

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Step 6: Map expense categories

Go to Accounting → Categories. Map each Dash.fi spend category to the appropriate GL expense account in NetSuite. Dash.fi suggests the most likely GL code for each category — review, confirm, or adjust. Mappings apply to all future transactions automatically and can be overridden per transaction if needed.

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Step 7: Verify the connection

Return to Accounting → Card Transactions. Cleared transactions should now be visible and ready for review.

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Reviewing and syncing transactions

With the integration set up, your workflow for each cleared transaction is:
  1. Review the merchant, amount, category, GL code, vendor, and memo
  2. Attach a receipt if required
  3. Click Mark as ready — the transaction moves to the sync queue
  4. Dash.fi syncs ready transactions to NetSuite in batches, typically within the hour
Transactions can be edited up until the batch picks them up. Once synced, the NetSuite record is the source of truth.

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FAQ

Yes. If your NetSuite account uses OneWorld, you’ll select a subsidiary during setup. Transactions sync to that subsidiary’s GL.
An Administrator role is required to complete the OAuth connection and grant Dash.fi the necessary permissions to read your chart of accounts and write journal entries.
When you pay your Dash.fi balance, that payment flows into NetSuite through your bank account feed. Syncing it through Dash.fi as well would create a duplicate entry. The Payments tab in Dash.fi is for reference only.