Connecting NetSuite
Connect NetSuite when your accounting team wants Essential invoices, payments, refunds, and accounting activity to sync into NetSuite.
NetSuite setup may require Essential configuration. If NetSuite is not visible under Settings > Invoicing > Accounting, open the Essential Assistant and choose the Talk to a human tab so Essential can enable and configure the provider for your business.
Before setup
Have a NetSuite administrator available. Confirm the subsidiary, currency, tax setup, revenue accounts, payment accounts, and any departments, classes, or locations your accounting team wants Essential to use.
Connect and test
Open Settings, then go to Invoicing and Accounting. Choose NetSuite, then select Connect. Sign in to NetSuite, authorize Essential, and return to Essential to finish setup.
Choose a sync start date, review the default sync behavior, and complete account mapping before turning on automatic sync. Run a test sync first so the accounting team can confirm records land in the right place.
After the first sync, review synced invoices, payments, refunds, and journal entries in NetSuite. If anything maps to the wrong account, update the mapping in Essential before running the next sync.
Where to find it: Settings > Invoicing > Accounting > NetSuite, once enabled for your business
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