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Connect Qashio to Oracle Netsuite

C
Written by CustomerSuccess Team
Updated over 2 months ago

Help your finance team sync suppliers and your chart of accounts from Oracle Netsuite into Qashio. This connection is initiated by your Qashio Customer Success Manager (CSM) and must be completed by a NetSuite Admin.


Who can complete this?

  • Required: Netsuite Admin user for the organisation you want to connect.

  • If you’re not an admin in NetSuite, forward the invite email to your NetSuite Admin so they can finish the connection.

⚠️ If a non‑admin starts the flow, the connection may remain incomplete until a NetSuite Admin authorizes access.


What Qashio will access

During the connection you’ll be asked to authorize read access to:

  • Suppliers

  • Chart of Accounts

  • Tax Rates

  • Tracking Categories

You can disconnect access at any time from NetSuite’s Connected apps.


Step‑by‑step: Connect NetSuite

1) Open the invite email

Your CSM will trigger an email titled “[ACTION REQUIRED] Connect your accounting platform to Qashio.” Click the blue link to start.


2) Choose your accounting software

On the Share your financial information screen, select Netsuite from the list.


3) Review the access request

You’ll see a summary of the information Qashio will read. Click Next.


4) Sign in to NetSuite and Install the Bundle.

A pre-built NetSuite bundle is used to facilitate this integration.

The bundle is named AppLink (Id 391485) which is available in the NetSuite Bundle Store (Customization > SuiteBundler > Search & Install Bundles).

Please note that we only pull in the name and code of Charts-of-Account, Bank Accounts and Suppliers that we need for mapping.


5) Confirm your company

You’ll be returned to Qashio to confirm the company name you’ve Installed the Bundle. Click Confirm.


6) Finish – Connection successful

You’ll see Connection Successful and Accounting – 1 connected. Click Next to finish.

⏱ Your first sync may take a short while to complete. You can continue using Qashio while data finishes syncing in the background.


Verify or disconnect later

  • Verify: In NetSuite, go to Settings → Connected apps and confirm Qashio appears for the correct organisation.

  • Disconnect: From the same Connected apps page in NetSuite, select the Qashio app and disconnect. You can reconnect at any time by asking your CSM to resend the invite.


Troubleshooting

  • I can’t authorize—NetSuite says I don’t have permission.

    You’re likely not a Netsuite Admin. Please forward the email to your NetSuite Admin or ask them to complete the steps above.

  • I connected the wrong NetSuite organisation.

    Disconnect Qashio from NetSuite's Connected apps, then ask your CSM to resend the invite and repeat the steps with the correct organisation.

  • The link expired or I closed the window mid‑way.

    Ask your CSM to resend the connection email and complete the flow in one go.

  • The status in Qashio says “incomplete.”

    This usually occurs when the NetSuite authorization wasn’t finished. Start again from the invite email using a NetSuite Admin account and ensure you click Allow access and Confirm.


FAQs

  • Which NetSuite data does Qashio read?

    Suppliers and your Chart of Accounts.

  • Who triggers the connection?

    Your Qashio CSM initiates the invite email to your NetSuite Admin.

  • Can I change the connected NetSuite org later?

    Yes. Disconnect in NetSuite’s Bundles, then ask your CSM to resend the invite and reconnect the correct org.


Need help?

Reach out to your Qashio CSM or contact [email protected] and include your NetSuite organisation name and a screenshot of the error (if any).

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