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Setting Up Attachment Export to NetSuite

  • Updated

If your business uses Float's NetSuite integration, you can now export attachments — receipts and supporting documents — alongside your card transactions, bills, and reimbursements. Once it's set up, any transaction, bill, or reimbursement you export to NetSuite brings its attachments with it automatically.

This article walks you through the one-time setup.

 

Guide Overview

Before you start

Update your NetSuite bundle

Set the required NetSuite permission

Run a manual accounting sync

 

Before you start

You'll need:

  • An existing Float NetSuite integration
  • Admin access in NetSuite to update permissions
  • Access to Float's Accounting Sync Settings in app.floatfinancial.com (i.e., Administrator or Bookkeeper role in Float)

 

Update your NetSuite bundle

Attachment export requires the latest Float Integration SuiteBundle. If you haven't already updated it, follow the steps below:

  1. Log in to app.floatfinancial.com
  2. Navigate to Settings in the left navigation panel > Accounting Sync
  3. You will see an in-app message stating "Your NetSuite integration now supports bill pay - update or install the Float Integration SuiteBundle to get in"
  4. Click Update now > this auto-directs you to your NetSuite account
    • You may need to sign in to your NetSuite account first before you can proceed to the next step below

Screenshot 2026-06-09 at 12.51.02 PM.png

  1. Click Install in NetSuite
  2. Wait for the bundle status to show green
  3. Once the bundle status shows green, go back to your Float account > Settings > Accounting Sync
  4. Click the Sync button to perform a manual sync
  5. Installation is complete

Some important considerations:

During installation, you may see the Installed from field display "Sandbox" or "Production".

This field does not affect your setup, so no action is required based on what appears on your screen.

 

Set the required NetSuite permission

In NetSuite, set the following permission to Full:

  1. Go to Lists
  2. Select Documents and Files
  3. Set the permission level to Full

 

Run a manual accounting sync

  1. In Float, go to Settings
  2. Select Accounting Sync
  3. Scroll to the bottom of the page
  4. Click Sync

This activates attachment export. From this point on, exporting a card transaction, bill, or reimbursement will export its attachments to NetSuite at the same time.