Although Rho does not have a direct integration with Netsuite, there is an easy, simple way to import all of your Rho activity to your Netsuite account!
Step 1: Export a CSV of transactions from your Rho account:
To do so, click the Banking Tab icon from the Rho Toolbar. Select the desired account from your account list on the left side of your screen (it will highlight black when you click it). Click "View All" next to the "Recent Activity" section on the right side of the screen. From here, select the time frame of transactions you would like the export, you can also search by vendor. Once you have the list of transactions that you would like as a CSV, click the black Export CSV button in the upper right corner of the screen.
Step 2: Add/Edit the CSV if needed:
Ensure the CSV file lists each transaction's date in the correct format for Netsuite (MM/DD/YYYY).
If you would like to reconcile invoices, create a new column and enter in the invoice numbers of any transactions that you would like to reconcile.
Step 3: Import your CSV into Netsuite!:
Start by logging into your Netsuite account. Select the Transactions Tab, Select Bank from the dropdown menu, then select Banking Import History. From here you can import the CSV you downloaded from Rho.
Step 4: Reconcile Your Bank Data!
To do so, go back to the Transactions menu, select Bank once more, and then select Match Bank Data.
Once on that page, select your account.
All the transactions here will populate and compare against any other account transactions you have within NetSuite. This will reconcile all of your Rho transactions to adhere to the Netsuite rules you have in place! Netsuite reconciles data based on the dates, vendors and amounts of the transactions on your Rho CSV.
Any duplicates, or transactions that are unable to be reconciled automatically will show in the Excluded section. From here you can categorize the transactions as needed and create new rules.
NOTES: This method will still automate your whole accounting workflow. The only part of the process that will be manual is uploading the CSV. This method actually gives you and your accounting team much more control over the whole reconciliation process, which is why most of our customers and accounting partners prefer it!