Configure and run flows in the QuickBooks – NetSuite integration template

Contents

• Overview: Understanding the QuickBooks – NetSuite integration template
• Install the QuickBooks – NetSuite integration template
•  Configure and run flows in the QuickBooks – NetSuite integration template
  • QuickBooks accounts to NetSuite accounts
  • QuickBooks classes to NetSuite classes
  • QuickBooks customers to NetSuite customers
  • QuickBooks departments to NetSuite departments
  • QuickBooks invoices to NetSuite invoices
  • QuickBooks items to NetSuite items
  • QuickBooks journals to NetSuite journals
  • QuickBooks vendors to NetSuite vendors
  • NetSuite customers to QuickBooks customers
  • NetSuite employees to QuickBooks employees
  • NetSuite invoices to QuickBooks invoices
  • NetSuite sales orders to QuickBooks sales receipts

Additional record mapping is required to integrate the template’s exports and imports with your QuickBooks and NetSuite apps.

QuickBooks accounts to NetSuite accounts

This integration flow syncs QuickBooks accounts as NetSuite accounts.

Flow details

• Export source: QuickBooks
• Import destination: NetSuite

• Built-in export: Get QuickBooks accounts – get all accounts from QuickBooks that have been modified since this flow last ran
• Built-in import: Import NetSuite accounts for account type bank (Create) – add or ignore accounts into NetSuite of account type bank with number as the lookup identifier
• Built-in import: Import NetSuite accounts (Create) – add or ignore accounts into NetSuite with number as the lookup identifier
• Built-in import: Import NetSuite accounts (Update) – update accounts into NetSuite with number as the lookup identifier
• Built-in import: Import NetSuite accounts for account type bank (Create sub accounts) – add or ignore sub accounts into NetSuite of account type bank with number as the lookup identifier
• Built-in import: Import NetSuite accounts (Create sub accounts) – add or ignore sub accounts into NetSuite with number as the lookup identifier
• Built-in import: Update NetSuite accounts (Update sub accounts) – update sub accounts into NetSuite with number as the lookup identifier

Before you begin

Create a custom field of type freeform text on account record type in NetSuite to store the QuickBooks sync token.

Setup instructions

1. Configure static mapping for Currency(Name) in Import NetSuite accounts for account type bank (Create) and Import NetSuite accounts for account type bank (Create sub accounts).
2. Configure dynamic mapping for Subaccount of (Name) in Import NetSuite accounts (Create sub accounts), Import NetSuite accounts for account type bank (Create sub accounts), and Update NetSuite accounts (Update sub accounts).

QuickBooks classes to NetSuite classes

This integration flow syncs QuickBooks classes as NetSuite classes.

Flow details

• Export source: QuickBooks
• Import destination: NetSuite

• Built-in export: Get QuickBooks classes – get all classes from QuickBooks that have been modified since this flow last ran
• Built-in import: Import NetSuite classes – add or update classes into NetSuite with configured custom field as lookup identifier
• Built-in import: Import NetSuite classes (sub classes) – add or update classes into NetSuite with configured custom field as lookup identifier

Before you begin

Create custom fields of type freeform text on class record type in NetSuite to store the QuickBooks ID and sync token.

Setup instructions

Configure dynamic mapping for Subclass of (InternalId) in Import NetSuite classes (sub classes).

QuickBooks customers to NetSuite customers

This integration flow syncs QuickBooks customers as NetSuite customers.

Flow details

• Export source: QuickBooks
• Import destination: NetSuite

• Built-in export: Get QuickBooks customers – get all customers from QuickBooks that have been modified since this flow last ran
• Built-in import: Import NetSuite customers – add or update customers into NetSuite with configured custom field as the lookup identifier

Before you begin

Create custom fields of type freeform text on customer record type in NetSuite to store the QuickBooks customer ID and sync token.

Setup instructions

1. Add subsidiary mapping to Import NetSuite customers.
2. Configure customer id as lookup criteria in Import NetSuite customers.
3. Configure mapping for Individual in Import NetSuite customers.

QuickBooks departments to NetSuite departments

This integration flow syncs QuickBooks departments as NetSuite departments.

Flow details

• Export source: QuickBooks
• Import destination: NetSuite

• Built-in export: Get QuickBooks departments – get all departments from QuickBooks that have been modified since this flow last ran
• Built-in import: Import NetSuite departments – add or update departments into NetSuite with configured custom field as lookup identifier
• Built-in import: Import NetSuite departments (SubDepartments) – add or update departments into NetSuite with configured custom field as lookup identifier

Before you begin

Create custom fields of type freeform text on departments record type in NetSuite to store the QuickBooks id and sync token. 

Setup instructions

Configure dynamic mapping for Subdepartment of (InternalId) in Import NetSuite departments (SubDepartments).

QuickBooks invoices to NetSuite invoices

This integration flow syncs QuickBooks invoices as NetSuite invoices.

Flow details

• Export source: QuickBooks
• Import destination: NetSuite

• Built-in export: Get QuickBooks invoices – get all invoices from QuickBooks that have been modified since this flow last ran
• Built-in import: Import NetSuite invoices – add or update invoices into NetSuite with configured custom field as the lookup identifier

Before you begin

1. The customer present in QuickBooks should also be present in NetSuite.
2. The product (item) present in QuickBooks should also be present in NetSuite.
3. The departments present in QuickBooks should also be present in NetSuite. 
4. The classes present in QuickBooks should also be present in NetSuite.
5. Create custom fields of type freeform text on invoice record type in NetSuite to store the QuickBooks id and sync token.

Setup instructions

Configure dynamic mapping for Customer (InternalId), Department (Name), Class (Name), and Items : Item (Name) in Import NetSuite invoices.

QuickBooks items to NetSuite items

This integration flow syncs QuickBooks items to NetSuite items.

Flow details

• Export source: QuickBooks
• Import destination: NetSuite

• Built-in export: Get QuickBooks items – get all items from QuickBooks that have been modified since this flow last ran
• Built-in import: Import NetSuite items – add or update items into NetSuite with configured custom field as the lookup identifier

Before you begin

Create custom fields of type freeform text on items record type in NetSuite to store the QuickBooks id and sync token.

Setup instructions

1. Configure QuickBooks id as lookup criteria in Import NetSuite items.
2. Configure mapping for Preferred Location (InternalId) and Location (InternalId) in Import NetSuite items.

QuickBooks journals to NetSuite journals

This integration flow syncs QuickBooks journals as NetSuite journals.

Flow details

• Export source: QuickBooks
• Import destination: NetSuite

• Built-in export: Get QuickBooks journals – get all journals from QuickBooks that have been modified since this flow last ran
• Built-in import: Import NetSuite journals – add or ignore journals into NetSuite with configured custom field as lookup identifier

Before you begin

1. The accounts present in QuickBooks should also be present in NetSuite. 
2. The departments present in QuickBooks should also be present in NetSuite.
3. The classes present in QuickBooks should also be present in NetSuite.
4. Create a custom field of type freeform text on journals record type in NetSuite to store the QuickBooks journal id.

Setup instructions

1. Add subsidiary mapping on NetSuite in Import NetSuite journals.
2. Configure journal id as lookup criteria in Import NetSuite journals.
3. Configure dynamic mapping for Line : Account (InternalId), Line : Class (Name), and Line : Department (Name) in Import NetSuite journals.

QuickBooks vendors to NetSuite vendors

This integration flow syncs QuickBooks vendors as NetSuite vendors. 

Flow details

• Export source: QuickBooks
• Import destination: NetSuite

• Built-in export: Get QuickBooks vendors – get all vendors from QuickBooks that have been modified since this flow last ran
• Built-in import: Import NetSuite vendors – add or update vendors into NetSuite with configured custom field as the lookup identifier

Before you begin

Create a custom field of type freeform text on vendors record type in NetSuite to store the QuickBooks vendor id, vendor sync token, and vendor account number.

Setup instructions

1. Add subsidiary mapping on NetSuite in Import NetSuite vendors.
2. Configure vendor id as lookup criteria in Import NetSuite vendors.
3. Configure mapping for Auto, Address Book : Override, Address Book : Default Shipping, and Address Book : Default Billing in Import NetSuite vendors.

NetSuite customers to QuickBooks customers

This integration flow syncs NetSuite customers as QuickBooks customers.

Flow details

• Export source: NetSuite
• Import destination: QuickBooks

• Built-in export: Get NetSuite customers – get all customers from NetSuite that have been modified since this flow last ran
• Built-in import: Import QuickBooks customers (create) – add or ignore customers into QuickBooks with email as the lookup identifier
• Built-in import: Import QuickBooks customers (update) – update customers into QuickBooks

Before you begin

Create a saved search on customer record type in NetSuite and configure it in Get NetSuite customers.

Setup instructions

1. Configure mapping for Suffix in Import QuickBooks customers (create) and Import QuickBooks customers (update).
2. Configure dynamic mapping for Id and SyncToken in Import QuickBooks customers (update).

NetSuite employees to QuickBooks employees

This integration flow syncs NetSuite employees as QuickBooks employees.

Flow details

• Export source: NetSuite
• Import destination: QuickBooks

• Built-in export: Get NetSuite employees – get all employees from NetSuite that have been modified since this flow last ran
• Built-in import: Import QuickBooks employees (create) – add or ignore employees into QuickBooks with display name as the lookup identifier
• Built-in import: Import QuickBooks employees (update) – update employees into QuickBooks

Before you begin

Create a saved search on Employee record type in NetSuite and configure it in Get NetSuite employees.

Setup instructions

Configure dynamic mapping for Id and SyncToken in Import QuickBooks employees (update).

NetSuite invoices to QuickBooks invoices

This integration flow syncs NetSuite invoices as QuickBooks invoices.

Flow details

• Export source: NetSuite
• Import destination: QuickBooks

• Built-in export: Get NetSuite invoices – get all invoices from QuickBooks that have been modified since this flow last ran
• Built-in import: Import QuickBooks invoices – add or Ignore invoices into QuickBooks with DocNumber as the lookup identifier
• Built-in import: Import NetSuite invoices – update NetSuite invoices with ID as the lookup identifier

Before you begin

1. The Customers present in NetSuite should also be present in QuickBooks.
2. The item present in NetSuite should also be present in QuickBooks.
3. Create a saved search on transaction record type in NetSuite and configure it in Get NetSuite invoices.
4. Create custom fields of type freeform text on invoice record type in NetSuite to store the QuickBooks id, sync token, and DocNumber.

Setup instructions

Configure dynamic mapping for CustomerRef.value, Line[*].DetailType, and  Line[*].SalesItemLineDetail.ItemRef.value in Import QuickBooks invoices.

NetSuite sales orders to QuickBooks sales receipts

This integration flow syncs NetSuite sales orders as QuickBooks sales receipts.

Flow details

• Export source: NetSuite
• Import destination: QuickBooks

• Built-in export: Get NetSuite sales orders – get all sales orders from QuickBooks that have been modified since this flow last ran
• Built-in import: Import QuickBooks customers (create) – add or ignore customers into QuickBooks with email as the lookup identifier
• Built-in import: Import QuickBooks customers (update) – update customers into QuickBooks
• Built-in lookup: Get QuickBooks items – get all items from QuickBooks by name
• Built-in import: Import QuickBooks sales receipts – add or ignore sales receipts into QuickBooks with DocNumber as the lookup identifier
• Built-in import: Import NetSuite sales orders – update sales orders into NetSuite with internal id as the lookup identifier

Before you begin

1. Verify that the items present in QuickBooks are also present in NetSuite. 
2. Create a saved search on sales order record type in NetSuite and configure it in Get NetSuite sales orders.
3. Create a custom field of type freeform text on sales order record type in NetSuite to store the QuickBooks DocNumber.

Setup instructions

1. Configure dynamic mapping for Id and SyncToken in Import QuickBooks customers (update).
2. Configure mapping for CurrencyRef.value and Line[*].DetailType in Import QuickBooks sales receipts.
3. Configure DocNumber as lookup criteria in Import NetSuite sales orders.