Contents

• Get started
  • Create a QuickStart account
  • Get started with the QuickStart onboarding wizard
• What’s new
  • What’s new in 2026.8
  • Previous releases
    • What’s new in 2026.7
• QuickStart basics
  • Email transaction documents to customers
  • Use First Steps and My tasks
    • Use First Steps
    • Use My tasks
  • Navigate QuickStart
    • Use Favorites
    • View and dismiss notifications
    • Ask a question in Ask Oracle
    • Manage Ask Oracle chats
    • Review an Ask Oracle action
  • Get started with the home page
  • Update my preferences
  • View change history on transactions
  • View my QuickStart version
  • Contact QuickStart Support
• Sales
  • Customers
    • Get started with customers
    • Create a customer
    • Edit a customer
    • Activate or inactivate a customer
    • Delete a customer
    • Get started with customer hierarchies
    • Assign a customer as a parent customer
    • Create a child customer
    • Remove a child customer
    • Remove a parent customer
  • Contacts
    • Get started with contacts
    • Create a contact
    • Edit a contact
    • Activate or inactivate a contact
    • Delete a contact
  • Quotes
    • Get started with quotes
    • Create a quote
    • Create a quote from the Sales work area
    • Create a quote from the Customer page
    • Copy an existing quote
    • Create a PDF quote
    • Send a quote
    • Edit a quote
    • Change a quote status
    • Create an invoice from a quote
    • Delete a quote
  • Returns
    • Get started with returns
    • Create a return authorization
    • Create a return authorization from a sales order
    • Create a return authorization from an invoice
    • Create a standalone return authorization
    • Copy a return authorization
    • Edit a return authorization
    • Customer credits and refunds
    • Create an item receipt
    • Issue a refund
    • Print a return authorization
    • Send a return authorization by email
    • Delete a return authorization
    • Void a return authorization
  • Sales orders
    • Get started with sales orders
    • What is a fulfillment location?
    • Create a sales order
    • Create a standalone sales order
    • Create a sales order from the customer page
    • Create a sales order from a quote
    • Copy a sales order
    • Print a sales order
    • Send a sales order
    • Edit a sales order
    • Fulfill a sales order
    • Delete a sales order
    • Void a sales order
    • Get started with sales order confirmations
    • Get started with fulfillment updates
  • Sales reports
    • Get started with sales reports
    • All quotes
    • All returns
    • Customer count over time
    • Invoiced sales by customer detail
    • Invoiced sales by customer summary
    • Invoiced sales over time
    • Open returns
    • Returns not started
    • Sales by customer detail
    • Sales by customer summary
    • Sales by item
    • Sales by sales channel
    • Sales by sales rep
    • Sales order allocation exceptions
    • Sales order allocations
    • Sales over time
  • Sales settings
    • Sales channels
      • Get started with sales channels
      • Create a sales channel
      • Edit or inactivate a sales channel
    • Configure payment consent
    • Configure customer notifications
• Receivables
  • Get started with the Receivables work area
  • Invoicing
    • Invoices
      • Create an invoice
      • Create an invoice from a sales order through the customer page
      • Create an invoice from a sales order through the sales orders page
      • Create a standalone invoice through the customer page
      • Create a standalone invoice through the invoicing page
      • Get started with invoices list
      • Copy an invoice
      • Edit an invoice
      • Review an invoice
      • Send an invoice
      • Print an invoice
      • Void an invoice
      • Delete an invoice
      • Search invoices with past due dates
      • Submit an invoice for approval
      • Accept a payment from an invoice
      • Unapply transactions from an invoice
    • Orders ready to invoice
      • Create an invoice from a sales order through the invoicing page
    • Recurring Invoices
      • Create a recurring invoice
      • Manage a recurring invoice
  • Customer payments
    • Get started with customer payments
    • Create a customer payment
    • Apply and unapply a customer payment
    • Manage a customer payment
    • Refund a customer payment
    • Review payment events
    • NetSuite Pay
      • Get started with NetSuite Pay
      • Complete an application for a merchant account
      • Connect an existing Versapay Merchant Account
      • Check merchant account application status
      • Configure a merchant account
      • Manage merchant accounts
  • Customer deposits
    • Create a customer deposit
    • Create a customer deposit from a sales order
    • Apply and unapply a customer deposit
    • Manage a customer deposit
    • Refund a customer deposit
  • Credit memos
    • Get started with credit memos
    • Create a credit memo
    • Create a credit memo from an invoice through the invoicing page
    • Create a credit memo from a return authorization through the customer page
    • Create a credit memo from a return authorization through the returns page
    • Create a standalone credit memo through the credit memos page
    • Copy a credit memo
    • Edit a credit memo
    • Review a credit memo
    • Apply and unapply a credit memo
    • Refund a credit memo
    • Print a credit memo
    • Void a credit memo
    • Delete a credit memo
  • Customer refunds
    • Create a customer refund
    • Apply and unapply a customer refund
    • Manage a customer refund
  • Receivables reports
    • Accounts receivable aging summary
    • Accounts receivable aging detail
    • Accounts receivable register
    • Overdue invoices by customer
    • Customers with highest overdue balances
    • Monthly invoices in current and previous years
    • Unapplied payments and credit memos
    • Customers by amount due
    • Customer invoices and payments
  • Receivables settings
    • Set receivables preferences
      • Set the default payment term
    • Set up an offline payment method
    • Set invoicing preferences
• Subscriptions
  • Get started with subscriptions
    • Create a subscription
    • Edit a subscription
    • Subscription amounts and billing behavior
    • Add usage to a subscription
    • Import subscription usage
    • Review subscription invoices and future payments
    • Cancel a subscription
  • Get started with subscription plans
    • Create a subscription plan
    • Edit a subscription plan
  • Subscription metrics and reports
• Payables
  • Vendors
    • Create a vendor
    • Manage a vendor
    • Include vendor payments in 1099 reporting
  • Vendor prepayments
    • Create a vendor prepayment
    • Apply or unapply a vendor prepayment
    • Manage a vendor prepayment
  • Billing
    • Vendor bills
      • Create a vendor bill
      • Create a vendor bill from a purchase order
      • Import vendor bills from documents
      • Submit, approve, or reject a vendor bill
      • Pay a vendor bill
      • Credit a vendor bill
      • Manage a vendor bill
      • Create a recurring vendor bill from a vendor bill
      • Understand the inventory impact of vendor bills and credits
    • Recurring vendor bills
      • Create a recurring vendor bill
      • Manage a recurring vendor bill
  • Vendor credits
    • Create a vendor credit
    • Apply or unapply a vendor credit
    • Manage a vendor credit
  • Vendor payments
    • Create a vendor payment
    • Manage a vendor payment
  • Review payables transaction details
  • Import payables records from CSV files
  • Payables reports
    • Accounts payable aging detail report
    • Accounts payable aging summary report
    • Accounts payable register report
    • Open payables report
    • Vendor bills by item report
    • Vendor bills by vendor report
    • Vendor statement report
  • Payables settings
    • Configure payables discounts
    • Use payment terms discounts
    • Set default payment terms
    • Automatically apply vendor prepayments
    • Payment Automation
      • Set up Payment Automation
      • Link a bank account for Payment Automation
      • Synchronize vendors with BILL
      • Synchronize vendor bills with BILL
      • Create a BILL payment batch
• Products and services
  • Items
    • Get started with product items
    • Create a product item
    • Get started with service items
    • Create a service item
    • Edit an item
    • Activate or inactivate items
    • Delete an item
    • Import products or services
  • Receiving
    • Receive items
    • Manage item receipts
  • Fulfillments
    • Manage item fulfillments
  • Manage inventory
    • Create inventory cost revaluations
    • Create inventory counts
    • Process inventory counts
    • Create inventory adjustments
    • Create inventory transfers
    • Allocate inventory to sales orders
    • Ship dates on sales order lines
    • Supply allocation
  • Inventory reports
  • Settings
    • Set the default inventory costing method
    • Set up inventory
    • Choose costing methods for inventory items
    • Assign inventory count approvers and approval limits
    • Shipping
      • Get started with shipping
      • Shipping carriers
        • Create a shipping carrier
        • Create a shipping carrier account
        • Create a shipping carrier service level
      • ShipStation API
        • Get started with ShipStation API
        • Register with ShipStation API
        • Manage the ShipStation API account
        • Add carrier billing in ShipStation API
        • Add ShipStation API billing information
        • Generate shipping labels with ShipStation API
      • Shipping methods
        • Create a shipping method
        • Create a package type
• Purchasing
  • Manage purchase orders
    • Create a purchase order
    • Manage a purchase order
    • Copy a purchase order
    • Recurring purchase orders
      • Create a recurring purchase order
      • Manage a recurring purchase order
  • Purchasing reports
    • Open purchase orders report
    • Purchase orders by item report
    • Purchase orders by vendor report
    • Purchase orders history report
    • On-time delivery report
  • Purchasing settings
    • Configure vendor notifications
• Accounting
  • Journal
    • Get started with journal entries
    • Create a journal entry
    • Edit a journal entry
    • Create a reversal journal entry
    • Copy a journal entry
    • Delete a journal entry
    • Recurring journal entries
      • Create a recurring journal entry
      • Create a recurring journal entry now
      • Skip a recurring journal entry
      • Manage a recurring journal entry
  • Accounting reports
    • Get started with accounting reports
    • Account Reconciliation Report
    • Accounts receivable aging detail by period
    • Accounts receivable aging summary by period
    • Balance sheet
    • Balance sheet detail
    • Cash basis income statement
    • Cash basis income statement detail
    • Cash flow statement
    • General ledger
    • Income statement
    • Income statement detail
    • Sales tax analysis
    • Tax liability
    • Transaction list
    • Trial balance
    • 1099-NEC summary report
  • Settings
    • Get started with chart of accounts
      • Create an account
      • Account types
      • Mandatory system accounts
    • Get started with accounting periods
      • Create an accounting period
      • Create a fiscal year
      • Create a fiscal quarter
      • Create a fiscal period
      • Lock an accounting period
      • Close an accounting period
      • Unlock an accounting period
      • Reopen an accounting period
      • Edit a fiscal calendar
    • Get started with accounting preferences
      • Get started with default accounts
      • Get started with accounting period preferences
      • Configure SaaS metrics preferences
    • Taxes
      • Get started with taxes
      • Get started with tax setup and tax records provisioning
      • Create a tax jurisdiction
      • Create a tax agency
      • Create a tax type
      • Create a tax code
      • Create a tax exemption certificate
    • Review 1099-NEC vendors
    • Terms
      • Create a standard term
      • Create a date-driven term
    • Rippling Integration
      • Connect QuickStart to Rippling
      • Synchronize Rippling payroll and create journal entries
      • Review Rippling payroll runs
      • Review the Rippling request log
• Banking
  • Cash management
    • Get started with bank deposits
    • Create a bank deposit
    • Copy a bank deposit
    • Delete a bank deposit
    • Bank transfer
    • Get started with bank transfers
    • Get started with bank transfer deposits
    • Create a bank transfer
    • Edit a bank transfer
    • Create a bank transfer deposit
    • Edit a bank transfer deposit
    • Delete a bank transfer
    • Delete a bank transfer deposit
    • Get started with connecting a bank
    • Connect a bank to automate transaction imports
    • Get started with managing bank connections
    • Resolve missing accounts when linking a bank
    • Refresh your connected accounts to import the latest transactions
    • Get started with importing a bank file
    • Prepare a CSV file for importing bank transactions
    • View bank import history
    • Understand the initial balance created during a bank import
    • Get started with bank reconciliation
    • Reconcile bank transactions
    • Reconcile imported transactions with existing transactions in QuickStart
    • Match open invoices, credit memos, and vendor bills during bank reconciliation
    • Create a transaction during bank reconciliation
    • Get started with reconciliation rules
    • Create a reconciliation rule
    • Edit or inactivate a reconciliation rule
    • Confirm AI-generated reconciliation rules
    • Get started with managing credit card transactions
    • Match credit card transactions
    • Categorize credit card transactions
    • Record credit card transactions as payments
    • Confirm multiple credit card transactions simultaneously
  • Expenses
    • Get started with expenses
    • Create an expense
    • Edit an expense
    • Submit a draft expense
    • Void an expense
    • Make an expense recurring
    • Create a recurring expense
    • Edit a recurring expense
    • Create an expense from a recurring expense now
    • Skip the next recurring expense
    • Create an expense refund
    • Edit an expense refund
    • Void an expense refund
  • Gateway
    • Get started with payment gateway records
    • Review gateway payouts
    • Review gateway exception notifications
    • Download a gateway monthly statement
  • Settings
    • Get started with expense categories
    • Create an expense category
    • Edit or inactivate an expense category
• People
  • Create a person profile
  • Update a person’s profile
  • Terminate a person’s employment
  • Undo an employment termination
  • Delete a person
  • My profile
  • Jobs
    • Create a job
    • Edit a job
    • Set a job as inactive
    • Delete a job
  • People reports
    • Review the person index
    • Review the mailing list
    • Review the emergency contact list
  • Settings
    • Configure employee self-service
• Reports and analytics
  • Customize report results
  • Manage a report layout
  • Format report numbers
  • Save a report view
  • Manage a saved report view
  • Personalize your Home page
  • Home page metrics
    • How is net income calculated?
    • How is net revenue from invoices and vendor bills calculated?
    • How are outbound lead times measured?
• Security and authentication
  • Authentication
    • Manage your authentication methods
    • Change your sign-in email
    • Passwordless sign-in
      • Choose a passkey
      • Set up a passkey
      • Manage your passkeys
    • Create your password
    • Change your password
    • Delete your password
    • Connect or disconnect single sign-on
  • Two-factor authentication (2FA)
    • Set up two-factor authentication
    • Change your authenticator app
    • Get new backup codes
    • Troubleshoot an authenticator app
  • Active sessions
    • Sign out on all other devices
  • Third party access
    • Revoke third party access
  • Troubleshoot sign-in
    • Reset your sign-in settings
    • Change an expired password
    • Recover when you cannot verify with 2FA
    • Resolve an inactive or used access link
• Administration
  • QuickStart settings
    • General
      • Get started with region preferences
      • Get started with numbering
      • Set up the QuickStart MCP server
      • Configure Ask Oracle approvals
    • Company structure
      • Manage company information
      • Create an operating location
    • Account info
      • Update the account email
      • Update company details
      • View your current QuickStart plan
      • View QuickStart legal resources
    • Approvals
    • Review and revoke OAuth client registrations
  • Users
    • Get started with users
    • Add a new internal user
    • Get started with assigning access
    • Assign QuickStart access
    • Reset password and 2FA for your users
    • Configure passwords and security
    • What is an access profile?
    • What is a permission set?
    • What are the different access profiles?
  • Data import
    • File import
      • Get started with file import
      • Set import preferences
      • Import a file
      • Work with the CSV file template
        • Fields with options
      • Reference existing records
        • Reference a record by name
        • Reference a record by internal ID
        • Reference a record by external ID
      • File import status page columns
      • Record-specific import details
        • Account import details
        • Contact import details
        • Credit memo import details
        • Customer import details
        • Emergency contact import details
        • Invoice import details
        • Item import details
          • Product import details
          • Service import details
          • Sales price rule and sales price rule entry import details
        • Job import details
        • Job assignment import details
        • Journal entry import details
        • Person import details
        • Sales order import details
        • Vendor import details
        • Bank deposit import details
        • Bank transfer import details
  • Customization
    • Custom fields and segments
    • Custom fields
      • Get started with custom fields
      • Access field customization from a transaction entry or other record entry
      • Create a custom field
        • Select the field type for a new custom field
        • Define a field ID for a custom field
        • Select where to use the custom field
        • Verify the custom field appears the way you want it to
      • Edit an existing custom field
      • Find where a custom field is used
      • Add a custom field to the current page
      • Add a custom field to a different page
      • Delete a custom field
      • Remove a custom field from the current record or transaction page
      • Remove a custom field from other record or transaction pages
    • Segments
      • Get started with segments
      • Access segment customization from a transaction entry or other record entry
      • Create a segment
        • Name a segment
        • Define a segment ID
        • Add segmentation values
        • Choose where a segment applies
      • Edit an existing segment
      • Set a segment as inactive or active
      • View a list of existing segments
      • Delete a segmentation value
      • Delete an existing segment
    • Get started with the Customization section
    • Access a Customization section page
    • Browse, search, filter, and sort existing fields and segments from the Customization section pages
    • Perform actions from Customization section pages
    • Apply a custom field to a record from the Customization section Fields page
  • Audit information
    • Review approval history
    • View the audit log
    • Review the Agent Audit Log
• Additional Resources
  • Licensing Information User Manual for QuickStart
    • About this Content
    • Introduction
    • Licensing Information
      • annotations
      • Apache commons-beanutils
      • Apache commons-cli
      • Apache kafka-clients
      • Apache poi-ooxml
      • apache.httpcomponents/httpmime
      • ASM-commons
      • bcpkix-jdk18on
      • bval-jsr
      • caffeine
      • Commons Configuration
      • curator-x-discovery
      • google/guice-servlet
      • graphql-java
      • guice-bridge
      • ICU4J
      • io.modelcontextprotocol.sdk/mcp-core
      • jackson-dataformat-xml
      • jackson-datatype-jdk8
      • jackson-datatype-joda
      • Jedis
      • jersey-container-servlet
      • jersey-declarative-linking
      • joda-convert
      • libphonenumber
      • netty-all
      • npm/semver
      • opensaml-core-impl
      • opensaml-saml-api
      • opensaml-security-impl
      • opensaml-soap-api
      • opensaml-xmlsec-api
      • opensaml-xmlsec-impl
      • pkg:maven/org.slf4j/log4j-over-slf4j
      • Saxon-HE
      • shib-support
      • shib-support (9.1.3)
      • simpleclient
      • swagger-jaxrs2-jakarta
      • Xerces xercesImpl
      • XStream
      • zipkin
• Terms of Use
  • Current Terms of Use
  • Previous versions
    • Terms of Use, October 12, 2026