Are you:
- Beginning a NetSuite implementation but completely lost on starting the data migration process?
- Looking for enhanced guidance on how to export data from QuickBooks Online?
- Struggling to prepare the CSV upload guides provided by your implementation team?
OptimalData’s QuickBooks Online to NetSuite data migration course is designed for you.
What you get with this course:
- 50+ videos sharing step-by-step instructions for running reports from QBO
- Access to monthly office hours to ask questions 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
Leverage OptimalData’s expertise with this self-taught course. We've completed over 65+ successful NetSuite migrations.
This course is perfect for:
- Clients transitioning from QuickBooks Online to NetSuite
- Implementation partners looking to train their staff on data migration best practices
- Implementation partners who want to enhance their client’s data migration experience.
Don’t struggle to complete this task alone — enroll in the course today!
Course Content
Introduction to data migration
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Preparing for your data migration project
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Master Records
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- Overview of master records (0:36)
- Export the account list from QuickBooks (1:26)
- Designing a chart of accounts in NetSuite (5:36)
- Import GL accounts to NetSuite (3:52)
- Export the class and location list from QuickBooks (2:04)
- Import departments, classes, and other segments to NetSuite (5:36)
- Export the item list from QuickBooks (1:58)
- Overview of NetSuite item fields by Alex Burant at Anchor Group (8:03)
- Overview of NetSuite item types by Alex Burant at Anchor Group (7:40)
- Overview of NetSuite item groupings by Alex Burant at Anchor Group (5:13)
- Export the vendor list from QuickBooks (2:29)
- Export the customer list from QuickBooks (3:10)
- Cleaning the QuickBooks customer/vendor list (11:24)
- Preparing the customer upload file (10:43)
Loading Historical Trial Balances
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after you enroll
- Overview of historical trial balances (4:35)
- Adding a custom field to represent the QBO account and class (2:48)
- Create the import AP vendor and import AR customer (2:43)
- Preparing the JE template from a TB (point-in-time approach) (11:27)
- Preparing the opening balance sheet journal entry (net change approach) (6:07)
- Preparing the JE template from a transaction list (net change approach) (10:09)
- Import the historical financials as journal entries into NetSuite (11:20)
- Validating my trial balance uploads (4:28)
- What if I need to delete my journal entries? (2:54)
Feedback and OptimalData Assistance
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after you enroll
Loading Open Accounts Payable (AP) Transactions
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after you enroll
- Overview of loading open AP transactions (0:52)
- Create the open AP suspense account (1:43)
- How to run and format a QBO AP aging detail report (6:13)
- Preparing the open AP import files (9:02)
- Loading the open AP transactions into NetSuite (10:34)
- Reversing the import AP vendor balance (4:59)
- Validating the open AP load (3:29)
Loading Open Accounts Receivable (AR) Transactions
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after you enroll
- Overview of loading open AR transactions (0:56)
- How to run and format a QBO AR aging detail report (2:36)
- Create the open AR suspense account and item (1:50)
- Preparing the open AR import files (6:28)
- Turn off NetSuite auto-generated numbers for AR transaction types (1:35)
- Loading the open AR transactions into NetSuite (10:13)
- Reversing the import AR customer balance (5:20)
- Validating the open AR load (6:28)
Conclusion
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after you enroll
Other OptimalData Products:
Below is other content geared towards NetSuite data migration!
