To get started, select NetSuite Settings under Accounting Integrations at the top of the Invoices page. From there, you can see our NetSuite Settings page.
After clicking NetSuite Settings, you will be redirected to a series of three confirmations that your NetSuite platform is ready for the Justworks integration.
First, you will need to ensure you have the AppLink bundle installed in your NetSuite account.
Next, you will need to confirm you have the proper SuiteCloud features enabled.
There will be one more final confirmation that all necessary steps have been completed.
After confirming, you will need to allow NetSuite access to your Justworks account.
As you may have multiple companies on the Oracle NetSuite platform, you will need to select the proper company to connect.
You will now be successfully connected!
After connecting NetSuite to Justworks, you will need to create company-level mapping for both your payroll bank account and transaction types to an account in your NetSuite Chart of Accounts.
The Bank Account should be mapped to the account you have linked to Justworks for payroll processing.
Now that you’ve set up your bank account mapping, you’ll need to map each pay type in Justworks to an account in NetSuite.
Each payment type is grouped in a category with similar payment types. You can use the drop-down next to the category name to assign a default NetSuite account to any blank payment type. If necessary, you can use the drop-down next to each individual payment type to specify a separate NetSuite account.
Certain payment types can be expanded by clicking the caret “⌄” to the right. This allows you to assign NetSuite accounts on a granular level
Keep in mind here that you’ll have to link every pay type to an account in order to complete setting up your integration. This includes items you may not yet utilize such as contractor and vendor payments. However, you can link multiple Justworks pay types to the same NetSuite account from your Chart of Accounts.
If you have account numbers enabled in NetSuite, these will automatically be visible with the account name in the drop-down.
Department Mapping Overrides
If you’d like to track payroll expenses by department, you have the option to do so as well. Once you’ve set up your pay default company mappings you’ll see the option to override account mappings by department in Justworks to their own accounts in NetSuite.
Choose the department that you’d like to assign account overrides to and click the “Edit” button to the right hand side. This will take you to a screen where you can assign individual transaction types allocated to a department to a specific account within NetSuite.
Unlike in the company-level defaults, you will not need to assign an account override to each department or for each pay type within a department. Any pay type not mapped on the department level will still reflect under the NetSuite account mapping for that pay type listed in the company-level settings.
NetSuite allows you to gain a clearer picture of your company’s financial health with the option of categories such as class or location. Justworks’ NetSuite integration allows you to assign one of these tracking segments to a department.
Categories mapping is optional and not all departments have to be mapped to a tracking category.
Note: You will not be able to map custom tracking segment columns created in NetSuite.
Sending Invoices to NetSuite
After your payments process and invoices are created in Justworks, you will be able to send each invoice over to NetSuite with the click of a button.
From the Invoices tab, you’ll see the option to Send to NetSuite next to each invoice.
If you don’t see Send to NetSuite next to each invoice, return to the NetSuite Settings page to make sure you have all pay types mapped to an account.
Each invoice is sent to NetSuite as a Journal Entry. You can view the journal entry details by going to Transactions > Financial > Make Journal Entries > List.
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.