Importing Categories From 3rd Party Apps

TriNet Expense supports the ability to import categories (Or Chart of Accounts) from NetSuite, Quickbooks Online and Intacct

Below are the instructions for setting this up.

1. Go to Settings > Personal Settings > Integration Mapping

please note - your integration with Intacct, NetSuite,  and Quickbooks needs to be set up first.

2. Choose your integration in the drop-down

3. Select the Import Categories button 

A warning box will appear - select Yes

4. Once imported, new categories will appear under TriNet Expense's master category Miscellaneous. You can edit / delete any of the imported categories on the Settings > Personal Setting > Categories.