NetSuite help

How does a Netsuite user uploads csv data for new vendor records

To upload CSV data for new vendor records in NetSuite, follow these

steps:

1. Go to the "Lists" menu and select "Accounting" > "Vendors" > "New

Vendor"

2. Click on the "Import CSV" button.

3. Select the CSV file that contains the vendor data you want to import.

4. Map the columns in the CSV file to the corresponding fields in NetSuite

using the import assistant.

5. Click on "Import" to import the vendor records.

The import assistant in NetSuite makes it easy to map the fields in the

CSV file to the corresponding fields in NetSuite. This helps ensure that

the data is imported correctly and reduces the likelihood of errors or

issues during the import process.

How does a Netsuite user upload csv data for new AP invoice records

To upload CSV data for new AP (accounts payable) invoice records in

NetSuite, follow these steps:

1. Go to the "Transactions" menu and select "Purchases" > "Enter Bills".

2. Click on the "Import CSV" button.

3. Select the CSV file that contains the invoice data you want to import.

4. Map the columns in the CSV file to the corresponding fields in NetSuite

using the import assistant.

5. Click on "Import" to import the invoice records.

The import assistant in NetSuite helps ensure that the data is imported

correctly by allowing users to map the fields in the CSV file to the

corresponding fields in NetSuite. This can help reduce errors and issues

during the import process, and can save time by allowing users to

import large amounts of data at once.

How does a Netsuite user upload new paid status AP invoices

To upload new paid status AP (accounts payable) invoices in NetSuite,

you can follow these steps:

1. Go to the "Transactions" menu and select "Purchases" > "Enter Bills".

2. Click on the "Import CSV " button.

3. Select the CSV file that contains the paid invoice data you want to

import.

4. Map the columns in the CSV file to the corresponding fields in NetSuite

using the import assistant, including the payment date and payment

amount.

5. Check the "Paid" checkbox to indicate that the invoice has been paid.

6. Click on "Import" to import the paid invoice records.

.

Alternatively, if you have already imported the invoice data into

NetSuite and need to update the status to paid, you can do so by going

to the "Transactions" menu and selecting "Purchases" > "Pay Bills".

Locate the relevant invoice and click on the "Pay" button. Enter the

payment information and click on "Save". This will update the status of

the invoice to paid.