Getting Started

Learn how sync your accounting software and create mapping rules

How to link Rho to your Accounting Software

Rho has native integrations with NetSuite and QuickBooks and supports Sage. Here's how to get started.


Using NetSuite

To sync with NetSuite, log into your Rho account. Click the Integrations icon from the lefthand navigation bar, click the 3 dots next to the NetSuite icon and select “Connect to NetSuite” from the dropdown. You will be directed to the Integration setup page for NetSuite, click “Get Started”

As our integration is native, you will have to log into NetSuite from within Rho. See our How do I set up Rho’s NetSuite Integration article for step-by-step instructions.

Once you're connected you can create NetSuite Mapping rules and then Sync to NetSuite. Easy! Your transactions will flow directly through to NetSuite.

Note: If you've been using CSV uploads to sync your Rho account with NetSuite, please contact Rho, so we can get you set up.

 


Using QuickBooks
To sync with QuickBooks, log into your Rho account. Click the Integrations icon from the Rho toolbar and then select the My Integrations tab. Since the integration is native, you'll need to log into QuickBooks from within Rho.


Once you're logged in, go back to your Rho accounts page, and hit the grey Sync QuickBooks button from any account page. That's it! Your transactions will flow through to Quickbooks.One quick thing: If you've been using CSV uploads to sync your Rho account with QuickBooks so far, please contact Rho, so we can get you set up.

 


Using Sage
Head to the Sage app, and click on the Banking tab. Then, select the New dropdown list, and select New Bank Account. Then locate and select Rho Business Banking.

You'll be asked to log into Rho. Then, your account will be connected!

 


 

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