Configure NetSuite Integration and Sync Payments

Discover how to deploy Payment Hub, connect to NetSuite, enable payment sync, and schedule invoice synchronization for your clients.

Payment Hub Deployment with NetSuite Integration

fortis

netsuite-fortis

Admin Dashboard - netsuite-fortis

Post-Login Route

Redirect path after successful login (e.g., '/dashboard', '/account', or leave empty for default behavior)

NetSuite Integration

NetSuite

Connect to NetSuite ERP/CRM for customer, contact, invoice, and payment synchronization. Supports OAuth 2.0 and Token-Based Authentication.

Vaults | Vaultwarden Web

-- Select account --
20000 - Accounts Payable & Credit Cards
20011 - Accounts Payable & Credit Cards : Acccounts Payable JE
20010 - Accounts Payable & Credit Cards : Accounts Payable
22000 - Accrued Expenses
22600 - Accrued Expenses : Accrued Income Taxes
22300 - Accrued Expenses : Accrued Interest Payable
22200 - Accrued Expenses : Accrued Liabilities
22100 - Accrued Expenses : Deferred Revenue
22900 - Accrued Expenses : Other Current Liabilities
22910 - Accrued Expenses : Other Current Liabilities : Misc Other Current Liabilities
22901 - Accrued Expenses : Other Current Liabilities : Promissory Note - Financed Insurance
22500 - Accrued Expenses : Payroll Liabilities
22504 - Accrued Expenses : Payroll Liabilities : Accrued Benefits
22503 - Accrued Expenses : Payroll Liabilities : Accrued Bonuses & Commissions
22502 - Accrued Expenses : Payroll Liabilities : Accrued Compensated Absences
22501 - Accrued Expenses : Payroll Liabilities : Accrued Wages
22550 - Accrued Expenses : Payroll Liabilities : Other Payroll Related Accruals
NS24 - Accrued Purchase
NS01 - Accumulated Depreciation
NS02 - Advances Paid
1071 - Bill.com Money In Clearing
1072 - Bill.com Money Out Clearing
10000 - Cash
10300 - Cash : Cerebrum Bank Accounts
10390 - Cash : Cerebrum Bank Accounts : Bill.com - Cerebrum
10311 - Cash : Cerebrum Bank Accounts : Dollar - Cerebrum Checking
10312 - Cash : Cerebrum Bank Accounts : Dollar - Cerebrum Money Market
10380 - Cash : Cerebrum Bank Accounts : Mesh - Cerebrum
10400 - Cash : Cleara Bank Accounts
10490 - Cash : Cleara Bank Accounts : Bill.com - Cleara
10411 - Cash : Cleara Bank Accounts : Dollar - Cleara Checking
10412 - Cash : Cleara Bank Accounts : Dollar - Cleara Money Market
10100 - Cash : JDP Bank Accounts
10190 - Cash : JDP Bank Accounts : Bill.com - JDP
10114 - Cash : JDP Bank Accounts : First Commonwealth - JDP - NYOCA
10111 - Cash : JDP Bank Accounts : First Commonwealth - JDP Checking
10113 - Cash : JDP Bank Accounts : First Commonwealth - JDP Client Payments
10112 - Cash : JDP Bank Accounts : First Commonwealth - JDP Payroll
10120 - Cash : JDP Bank Accounts : First National Bank - Checking
10130 - Cash : JDP Bank Accounts : M&T - Checking
10200 - Cash : Pre-Employ Bank Accounts
10290 - Cash : Pre-Employ Bank Accounts : Bill.com - Pre-Employ
10211 - Cash : Pre-Employ Bank Accounts : First Commonwealth - PE #6903 Checking
10213 - Cash : Pre-Employ Bank Accounts : First Commonwealth - PE #6945 Client Payments
10212 - Cash : Pre-Employ Bank Accounts : First Commonwealth - PE Payroll
10240 - Cash : Pre-Employ Bank Accounts : Five Star
10223 - Cash : Pre-Employ Bank Accounts : Lexicon - # 6968 Client Payments
10221 - Cash : Pre-Employ Bank Accounts : Lexicon - #6952 Operating
10222 - Cash : Pre-Employ Bank Accounts : Lexicon - Payroll
10230 - Cash : Pre-Employ Bank Accounts : Umpqua
10900 - Cash Equivalents
10902 - Cash Equivalents : Bill.com
10905 - Cash Equivalents : Mesh.com
10901 - Cash Equivalents : Payment Clearing Accounts
10903 - Cash Equivalents : Petty Cash
10906 - Cash Equivalents : Undeposited Funds
10904 - Cash Equivalents : Vendor deposits
NS03 - Cost of Goods Sold
50000 - Cost of Revenues
53000 - Cost of Revenues : Direct Data
59000 - Cost of Revenues : Other Cost of Revenues
59010 - Cost of Revenues : Other Cost of Revenues : Merchant Account Fees
59090 - Cost of Revenues : Other Cost of Revenues : Misc Other Cost of Revenues
58000 - Cost of Revenues : Payroll and Benefit Expenses - COR
58100 - Cost of Revenues : Payroll and Benefit Expenses - COR : Compensation Expenses - COR
58130 - Cost of Revenues : Payroll and Benefit Expenses - COR : Compensation Expenses - COR : Bonuses - COR
58140 - Cost of Revenues : Payroll and Benefit Expenses - COR : Compensation Expenses - COR : Contract Labor - COR
58110 - Cost of Revenues : Payroll and Benefit Expenses - COR : Compensation Expenses - COR : Gross W-2 Earnings - COR
58120 - Cost of Revenues : Payroll and Benefit Expenses - COR : Compensation Expenses - COR : Guaranteed Owner Payments - COR
58150 - Cost of Revenues : Payroll and Benefit Expenses - COR : Compensation Expenses - COR : Severance - COR
58160 - Cost of Revenues : Payroll and Benefit Expenses - COR : Compensation Expenses - COR : Shared Services - COR
58161 - Cost of Revenues : Payroll and Benefit Expenses - COR : Compensation Expenses - COR : Shared Services - COR PE
58200 - Cost of Revenues : Payroll and Benefit Expenses - COR : ER Payroll Taxes - COR
58300 - Cost of Revenues : Payroll and Benefit Expenses - COR : Employee Benefits - COR
58340 - Cost of Revenues : Payroll and Benefit Expenses - COR : Employee Benefits - COR : 401(k) Contributions - COR
58320 - Cost of Revenues : Payroll and Benefit Expenses - COR : Employee Benefits - COR : Health, Vision & Dental Insurance Premiums -COR
58330 - Cost of Revenues : Payroll and Benefit Expenses - COR : Employee Benefits - COR : Life & Disability Insurance Premiums -COR
58310 - Cost of Revenues : Payroll and Benefit Expenses - COR : Employee Benefits - COR : Workers' Compensation -COR
51000 - Cost of Revenues : Records and Background Searches
51040 - Cost of Revenues : Records and Background Searches : Access Fees - Crim/MVR
51025 - Cost of Revenues : Records and Background Searches : Access Fees - Verifications
51010 - Cost of Revenues : Records and Background Searches : Background Screens
51050 - Cost of Revenues : Records and Background Searches : International Searches
51030 - Cost of Revenues : Records and Background Searches : Occupational Health Searches
51090 - Cost of Revenues : Records and Background Searches : Other Records and Background Searches
51020 - Cost of Revenues : Records and Background Searches : Verifications
52000 - Cost of Revenues : Technology Platform
20500 - Credit Cards
20531 - Credit Cards : Dollar Bank - Cerebrum
20541 - Credit Cards : Dollar Bank - Cleara
20511 - Credit Cards : FNB CC - JDP
20521 - Credit Cards : First Commonwealth CC - PE
20512 - Credit Cards : RAMP credit card account - JDP
20522 - Credit Cards : RAMP credit card account -PE
NS20 - Cumulative Translation Adjustment
Cumulative Translation Adjustment-Elimination
24000 - Current Debt
24400 - Current Debt : Lease - short-term
24100 - Current Debt : Line of Credit
24200 - Current Debt : Loan Payable - Current
Customer Deposits
NS04 - Deferred Expense
27000 - Deferred Tax Liabilities
27100 - Deferred Tax Liabilities : Deferred Tax Liability - Federal
27200 - Deferred Tax Liabilities : Deferred Tax Liability - State
30000 - Equity
30300 - Equity : Capital Stock
30400 - Equity : Dividends
30200 - Equity : Members Draw
30100 - Equity : Members Equity
30500 - Equity : Retained Earning
NS05 - Estimates
NS23 - Expenses
70000 - General & Administrative Costs
70300 - General & Administrative Costs : Building Expenses
70340 - General & Administrative Costs : Building Expenses : Other Building Costs
70310 - General & Administrative Costs : Building Expenses : Rent Expense
70330 - General & Administrative Costs : Building Expenses : Repairs and Maintenance
70320 - General & Administrative Costs : Building Expenses : Utilities
70400 - General & Administrative Costs : Other General & Administrative Costs
70410 - General & Administrative Costs : Other General & Administrative Costs : Advertising & Promotion
70480 - General & Administrative Costs : Other General & Administrative Costs : Bad Debt Expense
70490 - General & Administrative Costs : Other General & Administrative Costs : Bank Service Charges
70485 - General & Administrative Costs : Other General & Administrative Costs : Collection Costs
70420 - General & Administrative Costs : Other General & Administrative Costs : Computer, Telephone & Internet
70430 - General & Administrative Costs : Other General & Administrative Costs : Dues & Subscriptions
70460 - General & Administrative Costs : Other General & Administrative Costs : Insurance Expense
70470 - General & Administrative Costs : Other General & Administrative Costs : License and Permits
70499 - General & Administrative Costs : Other General & Administrative Costs : Miscellaneous
70440 - General & Administrative Costs : Other General & Administrative Costs : Office Supplies, Printing & Copying
70450 - General & Administrative Costs : Other General & Administrative Costs : Postage & Shipping
70475 - General & Administrative Costs : Other General & Administrative Costs : Property taxes
70200 - General & Administrative Costs : Professional Fees
70210 - General & Administrative Costs : Professional Fees : Accounting
70220 - General & Administrative Costs : Professional Fees : Consulting & Other Professional Fees
70230 - General & Administrative Costs : Professional Fees : Design Services
70260 - General & Administrative Costs : Professional Fees : HR & Recruiting
70240 - General & Administrative Costs : Professional Fees : IT Services
70250 - General & Administrative Costs : Professional Fees : Legal Fees
70411 - General & Administrative Costs : Revenue Share Expense
70600 - General & Administrative Costs : Shared Services
70610 - General & Administrative Costs : Shared Services : Shared Services
70620 - General & Administrative Costs : Shared Services : Shared Services - PE
70500 - General & Administrative Costs : Software Expense
70100 - General & Administrative Costs : Travel & Entertainment
70120 - General & Administrative Costs : Travel & Entertainment : Airfare
70140 - General & Administrative Costs : Travel & Entertainment : Entertainment
70130 - General & Administrative Costs : Travel & Entertainment : Hotel
70150 - General & Administrative Costs : Travel & Entertainment : Meals
70160 - General & Administrative Costs : Travel & Entertainment : Other Travel Costs
70110 - General & Administrative Costs : Travel & Entertainment : Parking & Ground Transportation
21000 - IC Payables
21099 - IC Payables : Eliminate opening 2023 balance
21040 - IC Payables : IC Payable JDP
21010 - IC Payables : IC Payable to Pre-Employ
12900 - IC Receivables
12940 - IC Receivables : IC Receivable - JDP
12930 - IC Receivables : IC Receivable - LBJCC
12910 - IC Receivables : IC Receivable - Pre-Employ
12999 - IC Receivables : eliminate 2023 opening balance
17000 - Intangible Assets
17550 - Intangible Assets : Accumulated Amortization
17558 - Intangible Assets : Accumulated Amortization : AA App & Web development
17557 - Intangible Assets : Accumulated Amortization : AA Cleara Database
17551 - Intangible Assets : Accumulated Amortization : AA Credentialing Portal
17559 - Intangible Assets : Accumulated Amortization : AA Data Assets
17553 - Intangible Assets : Accumulated Amortization : AA Domain Name Purchase
17555 - Intangible Assets : Accumulated Amortization : AA Loan Costs
17552 - Intangible Assets : Accumulated Amortization : AA Loan Restructure
17554 - Intangible Assets : Accumulated Amortization : AA Trademark and Patents
17100 - Intangible Assets : NET Goodwill
17150 - Intangible Assets : NET Goodwill : AA - Goodwill
17101 - Intangible Assets : NET Goodwill : Goodwill
17500 - Intangible Assets : Other intangibles
17508 - Intangible Assets : Other intangibles : App & Web Development
17505 - Intangible Assets : Other intangibles : Capitalized Loan Costs
17507 - Intangible Assets : Other intangibles : Cleara Database
17509 - Intangible Assets : Other intangibles : Data Assets
17503 - Intangible Assets : Other intangibles : Domain Name Purchase
17501 - Intangible Assets : Other intangibles : JDP Credentialing Portal
17502 - Intangible Assets : Other intangibles : Loan Restructure
17504 - Intangible Assets : Other intangibles : Trademark and Patents
NS Intercompany Clearing Account AP - Intercompany Clearing Account AP
NS Intercompany Clearing Account AR - Intercompany Clearing Account AR
NS06 - Inventory Asset
NS07 - Inventory In Transit
19000 - Investments
19100 - Investments : Investment in Pre-Employ
26000 - Long-Term Debt
26400 - Long-Term Debt : Lease- long-term
26200 - Long-Term Debt : Loan Payable - FCB
26100 - Long-Term Debt : Loan Payable - Tecum
26300 - Long-Term Debt : Notes Payable - Acquisition
12000 - NET Accounts Receivable
12010 - NET Accounts Receivable : Accounts Receivable
12500 - NET Accounts Receivable : Allowance for Bad Debts - PE
12020 - NET Accounts Receivable : Shopify Pre-Payment
16000 - NET Fixed Assets
16500 - NET Fixed Assets : Accumulated Depreciation
16503 - NET Fixed Assets : Accumulated Depreciation : AD Computers and Software
16501 - NET Fixed Assets : Accumulated Depreciation : AD Furniture and Equipment
16504 - NET Fixed Assets : Accumulated Depreciation : AD Leasehold Improvements
16502 - NET Fixed Assets : Accumulated Depreciation : AD Vehicles
16100 - NET Fixed Assets : Fixed Assets
16103 - NET Fixed Assets : Fixed Assets : Computers and Software
16101 - NET Fixed Assets : Fixed Assets : Furniture and Equipment
16104 - NET Fixed Assets : Fixed Assets : Leasehold Improvements
16102 - NET Fixed Assets : Fixed Assets : Vehicles
25000 - Notes Payable - Related parties
25500 - Notes Payable - Related parties : IC Note Payables
25540 - Notes Payable - Related parties : IC Note Payables : Loan Due to JDP
25320 - Notes Payable - Related parties : Loan Due to LBJCC
25330 - Notes Payable - Related parties : Loan Due to LBJCC (Cerebrum)
25300 - Notes Payable - Related parties : Loan Due to LBJCC (Cleara)
25310 - Notes Payable - Related parties : Loan Due to Pre-Employ
15000 - Notes Receivables - Related parties
15100 - Notes Receivables - Related parties : Demand Note - Member
15500 - Notes Receivables - Related parties : IC Notes Receivable
15340 - Notes Receivables - Related parties : Loan Due from JDP
15520 - Notes Receivables - Related parties : Loan Due from LBJCC
15330 - Notes Receivables - Related parties : Loan Due from LBJCC (Cerebrum)
15300 - Notes Receivables - Related parties : Loan Due from LBJCC (Cleara)
15310 - Notes Receivables - Related parties : Loan Due from Pre-Employ
NS21 - Opening Balance
NS08 - Opportunities
18000 - Other Assets
18100 - Other Assets : Note Receivable - 3rd Party
18200 - Other Assets : Right-of-use asset
14000 - Other Current Assets
14500 - Other Current Assets : Allowance for Doubtful Accounts
14200 - Other Current Assets : Other Assets
14100 - Other Current Assets : Prepaid Expenses
90000 - Other Expenses
90550 - Other Expenses : Amortization Expense
99999 - Other Expenses : Ask My Accountant
90500 - Other Expenses : Depreciation Expense
90200 - Other Expenses : Donations
90310 - Other Expenses : IC Interest Expense
90800 - Other Expenses : Income Taxes
90810 - Other Expenses : Income Taxes : Federal Taxes - Current
90815 - Other Expenses : Income Taxes : Federal Taxes - Deferred
90830 - Other Expenses : Income Taxes : Local Taxes
90820 - Other Expenses : Income Taxes : State Taxes - Current
90825 - Other Expenses : Income Taxes : State Taxes - Deferred
90300 - Other Expenses : Interest Expense
90400 - Other Expenses : Loss on Fixed Assets
90900 - Other Expenses : Other Expense
80000 - Other Income
80200 - Other Income : Equity Income from Pre-Employ
80150 - Other Income : IC Interest Income
80100 - Other Income : Interest Income
80300 - Other Income : Other Income
60000 - Payroll and Benefit Expenses
61000 - Payroll and Benefit Expenses : Compensation Expenses
61300 - Payroll and Benefit Expenses : Compensation Expenses : Bonuses
61500 - Payroll and Benefit Expenses : Compensation Expenses : Commissions
61400 - Payroll and Benefit Expenses : Compensation Expenses : Contract Labor
61100 - Payroll and Benefit Expenses : Compensation Expenses : Gross W-2 Earnings
61200 - Payroll and Benefit Expenses : Compensation Expenses : Guaranteed Owner Payments
61600 - Payroll and Benefit Expenses : Compensation Expenses : Severance
61900 - Payroll and Benefit Expenses : County Employment Credits
64000 - Payroll and Benefit Expenses : Employee Amenities
63000 - Payroll and Benefit Expenses : Employee Benefits
63400 - Payroll and Benefit Expenses : Employee Benefits : 401(k) Contributions
63200 - Payroll and Benefit Expenses : Employee Benefits : Health, Vision & Dental Insurance Premiums
63300 - Payroll and Benefit Expenses : Employee Benefits : Life & Disability Insurance Premiums
63100 - Payroll and Benefit Expenses : Employee Benefits : Workers' Compensation
65000 - Payroll and Benefit Expenses : Payroll & Benefit Processing Fees
62000 - Payroll and Benefit Expenses : Payroll Taxes - ER
66000 - Payroll and Benefit Expenses : Training & Continuing Education
NS09 - Purchase Orders
NS10 - Purchases Returned Not Credited
NS11 - Refunds Payable
23000 - Related Party Payables
23330 - Related Party Payables : Related Party Payable to Cerebrum
23300 - Related Party Payables : Related Party Payable to Cleara
23340 - Related Party Payables : Related Party Payable to JDP
23320 - Related Party Payables : Related Party Payable to LBJCC
23310 - Related Party Payables : Related Party Payable to Pre-Employ
13000 - Related Party Receivables
13350 - Related Party Receivables : Related Party Receivable - 4D Dev
13330 - Related Party Receivables : Related Party Receivable - Cerebrum
13300 - Related Party Receivables : Related Party Receivable - Cleara
13340 - Related Party Receivables : Related Party Receivable - JDP
13320 - Related Party Receivables : Related Party Receivable - LBJCC
13310 - Related Party Receivables : Related Party Receivable - Pre-Employ
NS12 - Return Authorizations
40000 - Revenues
42000 - Revenues : I9 Revenue
49000 - Revenues : Other Revenue
41000 - Revenues : Revenue - Services
43000 - Revenues : Revenue - Subscriptions
48000 - Revenues : Revenue Share
Rounding Gain/Loss
NS13 - Sales Orders
NS14 - Sales Taxes Payable CA
NS15 - Sales Taxes Payable PA
NS22 - Shipping and Handling
NS16 - Transfer Orders
NS17 - Unapproved Customer Payments
NS18 - Unapproved Expense Reports
Unrealized Gain/Loss
Unrealized Matching Gain/Loss
NS19 - {#Vendor Return Authorizations#}

-- Select payment method (optional) --
ACH
AMEX
Cash
Check
DISC
MC
VISA

Max Tran Date Year (optional)

Clamp tranDate to this year when NetSuite accounting periods for the current year are not yet open (e.g. 2025 while in early 2026).