Permission Levels: Admin - Full, Admin - Limited, and Bookkeepers
Website
- Log in to Your Flex Account: Access your Flex account by following this link.
- Navigate to Settings: Locate and select “Settings” from the left-hand navigation menu.
- Open the Integrations Tab: Within Settings, click on the “Integrations” tab.
- Initiate NetSuite Connection: In the “Oracle NetSuite” section, select the “Connect” button.
- Review On-Screen Instructions: A pop-up window will appear with step-by-step guidance. Please review the instructions carefully and follow each step to ensure a successful connection.
- Complete the Setup in NetSuite: After completing the instructions provided by Flex, log in to your NetSuite account to finalize the integration process.