This article explains how to utilize the entities feature after you set up the initial Netsuite integration within Datarails. Please follow the instructions here first

Datarails’ integration solution enables you to consolidate all your data sources and seamlessly connect external apps, like QBO, to the Datarails web app. You can use this integration to automatically import data from QBO into Datarails Fileboxes and create reports such as Cash Flow, Profit and Loss, and Trial Balance.

Data is transferred only from Netsuite to Datarails. Datarails does not write or modify any data in Netsuite.

Integration Steps

1. Navigate to the Entities section in under Configuration.

2. Click 'Add new entity',

3. Choose Netsuite and Click 'Next'. 

4. Choose the relevant company file.
   
   

Updated December 30, 2024 21:17