How do I export a transaction to a journal entry in NetSuite?
Once you've determined that Brex's integration with NetSuite is right for you, and you've integrated your Brex account with NetSuite, you're ready to export your Brex transactions to a NetSuite journal entry. Here's how:
Step 1: Click the Integrations tab on the left side of your Brex dashboard
Step 2: Click Manage under your active NetSuite integration.
Step 3: Click Review & export in the top-right corner.
Step 4: On the right side, set the date range you want to export.
Step 5: Review the listed transactions and use the filters to show transactions that have rules applied to them, received edits from employees, or have conflicting rules that need to be resolved.
Step 6: After you've reviewed your transactions for accuracy, click Export in the lower-right corner.
Step 7: You have 2 export options:
Direct Export to NetSuite: Your transactions will be pushed directly into NetSuite as one or more journal entries based on your custom journal entry setting in Brex (the default is monthly).
Export to CSV: Download a CSV file containing all the exported transactions and their mappings to your computer. You can then import the CSV file to NetSuite, where NetSuite will ask you to map each column to the corresponding NetSuite field.
Note: To prevent duplicate entries, Brex won't allow you to re-export a successfully exported transaction. Once you export transactions from the Integrations tab (whether directly to NetSuite or via CSV), you can't export it again. You can, however, export transaction data from the Expenses menu to CSV, TXT, HTML, PDF, or XLSX as often as you'd like.
If you have any questions about exporting transaction data into journal entries, please contact Brex Support through your dashboard.