Integrate with QuickBooks Online and NetSuite

Sync your invoices in the CSP by connecting your Coupa account with QuickBooks Online or NetSuite.

Coupa Advanced allows you to connect with QuickBooks Online or NetSuite to sync invoice data automatically.

This feature consumes tokens. For more information, see Tokens in the Coupa Supplier Portal.

Configure QuickBooks Online and NetSuite integration with the CSP

  1. Select your accounting solution QuickBooks Online or NetSuite. From the Advanced tab under Invoices
  2. Log in to your accounting platform to authorize the sharing of your financial information.
  3. Authorize Coupa to access relevant data:
    • Accounts receivable.
    • Accounts payable.
    • Financial summary information.

The QuickBooks Online or NetSuite Integration table displays your buyers and their corresponding editable accounting records. This table also tracks the last invoice export date and time and allows to turn the auto-export feature on or off.

Your QuickBooks Online or NetSuite buyer(s) are not linked by default, you need to link them by selecting their name from the dropdown. After you link a buyer, the auto-export turns on automatically. Invoices for the linked buyer then export on an hourly basis.

Note:

For NetSuite users: All invoice lines must match items in your NetSuite system. Tax data can't be overridden.

Understand integration considerations and limitations

  • Depending on your buyer's privacy settings, some invoices might not be available for exporting to QuickBooks or NetSuite.

  • You can also disconnect from QuickBooks Online or NetSuite by clicking on the Settings gear icon in the top right corner.

  • The integration only works with one accounting platform. If you choose to connect another platform, the current integration will be disconnected, and the existing mapping information will be lost.