QuickBooks Online to NetSuite Data Migration

An Online Course Created by Industry Leading Experts

quickbooks online to netsuite data migration course optimal data

Leverage OptimalData’s expertise!

Signing up for this self-taught course gives you access to...

50+ videos sharing step-by-step instructions for running reports from QBO
Monthly office hours with Paul, founder of OptimalData Consulting
Seven downloadable Excel files for creating the NetSuite CSV files required for historical financials, open AP and open AR transactions

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QuickBooks Online to NetSuite Course Topics

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Master Records

Overview of master records
Export the account list from QuickBooks
NetSuite chart of accounts
Import GL accounts to NS
Export the class and location list from QuickBooks
Import departments, classes, and segments to NetSuite
Export the item list from QB
Overview of NetSuite item fields, types, and groupings by our very own Alex Burant!
Export the vendor and customer lists from QB
Cleaning the QuickBooks customer/vendor list
Prepare a customer upload file

Loading Historical Trial Balances

Overview of historical trial balances
Adding a custom field to represent the QBO account and class
Create the import AP vendor and import AR customer
Preparing the JE template from a TB
Preparing the opening balance sheet journal entry
Preparing the JE template from a transaction list
Import the historical financials as journal entries into NetSuite
Validating my trial balance uploads
What if I need to delete my journal entries?

Loading Open Accounts Payable (AP) Transactions

Overview of loading open accounts payable transactions
Create the open accounts payable suspense account
How to run and format a QBO accounts payable aging detail report
Preparing open accounts payable import files
Loading the open accounts payable transactions into NetSuite
Reversing the import accounts payable vendor balance
Validating the open accounts payable load

Loading Open Accounts Receivable (AR) Transactions

Overview of loading open AR transactions
How to run and format a QuickBooks Online AR aging detail report
Create the open AR suspense account and item
Preparing the open AR import files
Turn off NetSuite auto-generated numbers for AR transaction types
Loading the open AR transactions into NetSuite
Reversing the import AR customer balance
Validating the open AR load

A step-by-step guide for migrating data from QuickBooks Online to NetSuite

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