FAQ: Why aren't all my Categories pulling into Expensify from NetSuite?

Rachael Hopkins
Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team
edited March 25 in Integrations and API

If you're having trouble importing your Categories, you'll want to start by checking that they are setup in NetSuite as actual Expense Categories, not just General Ledger accounts

  • Logged into NetSuite as as administrator, go to Setup > Accounting > Expense Categories. A list of Expense Categories should be available. 
  • If no Expense Categories are visible click on "New" to create new Expense Categories.

If you have confirmed that your categories are setup as Expense Categories in NetSuite and they still aren't importing to Expensify, make sure that the subsidiary of the Expense Category matches the subsidiary selected in your connection settings:

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