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Getting Started

 Welcome Presentation

A 12 minute intro to our team and services - view the video here.  Your Account Manager will schedule a follow-up about this with you on receipt of your grant.

 Who to Contact and When

For technical support, create a case on SuiteAnswers.

For questions on Nonprofit-specific use of the system, thoughts on how we might improve our program, escalations, new modules, user licenses or professional service, contact your Account Manager.  Your Account Manager will also check in with you several times a year to get your input and ensure that you are getting what you need out of our product and grant services.  If you don't know your AMO, you can send an email to donations@netsuite.com to find out.

 Logging In for the First Time


How to use NetSuite

 Formal Training Courses

Request your 1-year single-user online training pass 

Course Flowchart: http://www.netsuite.com/portal/services/training/catalog.shtml

Recommended Course: NetSuite Essentials

NetSuite Essentials is a 5-day course that provides a general introduction to what our system can do.  It has a for-profit focus, but the terminology and concepts covered may help familiarize you with the information presented in our Self-Implementation Guide.

Recommended reading if you're new to fund accounting:

If you haven't yet worked with a multidimensional accounting system, you may want to read up on fund accounting.  We find this to be a good reference - it's written about Quickbooks, but the general concepts apply across all fund accounting systems: Running QuickBooks in Nonprofits: 2nd Edition: The Only Comprehensive Guide for Nonprofits Using QuickBooks, by Kathy Ivens

 Help and Training Within the Application

NetSuite provides standard resources for all our customers. NetSuite.org documentation (this wiki) is provided as a nonprofit supplement to the standard documentation. You must login to your NetSuite account to access some of these documents.

Online Help

SuiteAnswers

(must be logged in)  Support and Learning for all Netsuite users - here you can

Search the Knowledge Base
Watch Training Videos
Open a Support Case

Nonprofit Demos - coming soon!

NetSuite User Group

General user group for all NetSuite customers.

User Guides

PDF User Guides for most areas on NetSuite.

 Configuration and Implementation

Self-Implementation Guide for Financials

Our Nonprofit-specific self-study training guide to get you set up and live with financials in NetSuite.

Partner and Professional Services

NetSuite's Solution Provider Partners or Professional Services can help with implementation and customization

NetSuite ONE Methodology (must be logged in). Provides a field-proven approach to implementing the NetSuite on-demand business application.


Now that you're up and running

 Other Programs and Services

SuiteVolunteers provides free volunteer hours on a project of your choosing to enhance your NetSuite system.  

Our SuiteDonation program has additional grant offerings beyond NetSuite.


Search our Grantee Resources

Netsuite.org


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