Page Comparison

Types of Data

• Donor Records
• Donations
• Accounting transactions

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1. Type your data into NetSuite
2. Import a spreadsheet into NetSuite (csv import)
3. 3rd party tools
4. ODBC (extra module at additional cost)
5. Web Services (write code to import your data)

Quickbooks Imports

Quickbooks information can be imported into NetSuite. You options from least difficult to most difficult are:

1. Import opening balances only.
2. Import summary journal entries to provide accurate historical information to whatever level or granularity you require.
3. Import financial transactions from Quickbooks.

**We strongly recommend options 1 or 2. In general, it is better to choose a cut over date and view information prior to the cut over date in Quickbooks. Option three will require engagement of a consultant (various NetSuite partners provide migration services).

Recommendations

In general we recommend that grantees use one of two methods:

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