> ## Documentation Index
> Fetch the complete documentation index at: https://help.dash.fi/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect NetSuite

> Connect Dash.fi to NetSuite and start syncing card transactions to your general ledger.

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

## Before you start

You'll need:

* NetSuite with SuiteApp access enabled
* An Administrator role in NetSuite
* Administrator access in Dash.fi

## 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**.

## Step 2: Choose your integration mode

Dash.fi offers two modes:

| Mode                                | How it works                                                                                                                 | Best 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 Feed**                       | A raw transaction feed is pushed directly into NetSuite.                                                                     | Teams who prefer to do all coding in NetSuite    |

## 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.

<Note>
  If you close the NetSuite sign-in popup before approving the connection, Dash.fi surfaces a **Finish connecting NetSuite** banner on the Accounting screen and **Settings → Integrations**. Click **Continue setup** in the banner to resume the same flow — see [Resume an incomplete connection](/integrations/accounting#resume-an-incomplete-connection).
</Note>

## 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**.

## 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**.

## 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.

## Step 7: Verify the connection

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

## 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.

## FAQ

<AccordionGroup>
  <Accordion title="Does Dash.fi support NetSuite OneWorld?">
    Yes. If your NetSuite account uses OneWorld, you'll select a subsidiary during setup. Transactions sync to that subsidiary's GL.
  </Accordion>

  <Accordion title="What NetSuite role is required?">
    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.
  </Accordion>

  <Accordion title="Why doesn't Dash.fi sync card payments to NetSuite?">
    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.
  </Accordion>
</AccordionGroup>