TriNet Expense supports the ability to import and map TriNet Expense categories with NetSuite Expense Categories and General Ledger Categories.
(Note: Once you set up the mapping between NetSuite categories and TriNet Expense categories, each user in Netsuite Employee Center will have it automatically setup in their account.)
Import and Map Categories
1. Go to Settings > Personal Settings > Integration Mapping
(Note: Your integration NetSuite needs to be set up first. If you have not done, follow the setup instructions and then return to this Help Topic)
2. Select the Sync Now button to gather your latest Expense and General Ledger categories.
3. After your chart of accounts are synchronized, map the TriNet Expense category (left column) with your Quickbooks chart of accounts (right column) by clicking on the category line and using the drop-down.
TriNet Expense allows the import of Expense Categories, Fixed Assets, Costs of Goods Sold, and Other Current Assets.
If one of your categories in the Quickbooks chart of account (right column) is blank, TriNet Expense will use the default category selected in the drop-down. These categories derive from your Quickbooks chart of accounts or categories.
When exporting a report to Quickbooks as a bill, the Vendor selected in the drop-down will be the first Vendor to appear in the list to assign the bill to. The vendors are only visible when reports are being exported to Quickbooks.
For further assistance please contact firstname.lastname@example.org