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How to Connect NetSuite to Bookkeep

Prerequisites​

  • Enable Token Based Authentication.
    • Go to Setup > Company > Enable Features > SuiteCloud > Manage Authentication.
    • Check the Token-based Authentication box and save.
  • Enable SOAP Web Services.
    • Go to Setup > Company > Enable Features > SuiteCloud > SuiteTalk (Web Services).
    • Check the SOAP Web Services box and save.

Step 1: Find your NetSuite Account ID​

  • Go to Setup > Integration > SOAP Web Services Preferences. You’ll see the following screen containing the Account Number (also called the Account ID)

Step 2: Create Integration Records for Bookkeep to Use TBA​

  • Go to Setup > Integration > Manage Integrations > New.
  • Enter a Name for your application Ex: Bookkeep.com.
  • Enter a Description, if preferred.
  • On the Authentication tab, check Token-based Authentication (TBA).
  • After you create the record you will see the consumer key and consumer secret. Theses values are used while connecting your NetSuite account to Bookkeep.com
  • If the integration record already exists, but you don’t have the consumer key and consumer secret, edit the record, then press Reset Credentials.

Step 3: Create a Token Role​

  • Go to Setup > User/Roles > Manage Roles > new
  • Enter a name. Ex: bookkeep_soap
  • On the Permissions section, expand Transactions and add Make Journal Entry with level Full
  • On the permissions section, expand Lists and add Accounts with level FULL
  • On the permissions section, expand Lists and add Currency with level Vew
  • On the permissions section, expand Lists and add Subsidiaries with level Vew
  • On the permissions section, expand Lists and add Classes with level Vew
  • On the permissions section, expand Lists and add Departments with level Vew
  • On the permissions section, expand Lists and add Locations with level Vew
  • On the permissions section, expand Lists and add Vendors with level Vew
  • On the permissions section, expand Lists and add Customers with level Vew
  • On the permissions section, expand Setup and add Access Token Management with level Full
  • On the permissions section, expand Setup and add SOAP Web Services with level Full
  • On the permissions section, expand Setup and add User Access Tokens with level Full
  • Now save the record

Step 4: Assign Users to TBA Role​

  • Go to Lists > Employees
  • Click Edit next to the name of the user you want to assign the TBA role that you created in step 3.
  • Click the Access tab.
  • In the Role field, select the token-based authentication role(Created in Step 5) for this user.
  • Click Add.
  • Click Save.

Step 5: Create and assign a TBA token​

  • Go to Setup > Users/Roles > Access Tokens.
  • On the Access Tokens page, click New Access Token.The Access token page appears.
  • On the Access Token page:
    • Select the Application Name(Created in Step 2).
    • Select the User(A User with TBA Role. TBA Role is created in step 3 and assigned to a user in step 4).
    • Select the Role(Created in step 4)
    • The Token Name is already populated by default with a concatenation of Application Name, User, and Role.
    • Click Save.
    • The confirmation page displays the Token ID and Token Secret.

Step 6: Go to app.bookkeep.com​

  • Switch to your entity
  • Go to Connections > Accounting
  • Click on Connect to NetSuite
  • Enter the Account ID obtained in step 1
  • Enter the Consumer ID and Consumer Secret obtained in step 2
  • Enter the Token ID and Token Secret obtained in step 5

Please contact [email protected] if you have any questions.