Using Emburse Cards With NetSuite
This article explains how to use Emburse Cards exports with NetSuite, including connecting NetSuite, downloading bank data (OFX), and downloading NetSuite journal entry files (CSV).
Connect Emburse Cards And NetSuite
Follow these steps to connect NetSuite from the Accounting page. You must have Accountant or Admin permissions.
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Under Connect Account, select NETSUITE. |
Download Bank Data (OFX)
Use this export to download an OFX statement file that you can upload to NetSuite.
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Under Statements, select Download for a month, or select Custom Date Range to export a specific time period. |
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Select as .OFX to download the file. |
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Upload the downloaded OFX file to NetSuite. |
Download Journal Entries (NetSuite CSV)
Use this export to download a NetSuite-formatted CSV file for journal entry import.
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Under Statements, select Download for a month, or select Custom Date Range to export a specific time period. |
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Select NetSuite .CSV to download the file. |
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Upload the downloaded CSV file to NetSuite. |
Import And Customize Files For NetSuite
Use these links for NetSuite import guidance and optional CSV column configuration.
For instructions on importing journal entry CSV files into NetSuite, see Journal Entry Import.
Quill Red Flag: This link appears to be an Atlassian (likely internal) NetSuite org wiki URL. Confirm it is intended for external publication. If it is internal-only, replace it with a public NetSuite help resource or remove the link.
To change the default CSV columns for exports, see Creating A Custom CSV.