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Introduces the basic settings for setting up your organization’s NetSuite account and will explain the basic types of NetSuite records.
Session 2: Chart of Accounts and Data Migration
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Introduces the process of adding users to the account, describes the various user roles and permissions, and provides a basic description of the NetSuite dashboard.
Session 2: Chart of Accounts and Data Migration
Introduces the NetSuite segmented Chart of Accounts and our recommendation on how to best leverage the segmentation. At the end of Session 2, you will be asked to export data from your QuickBooks account and import it into NetSuite prior to Session 3.
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This session walks through the specific steps you’ll need to take for your cutover from your legacy financials system.
Session 5: Projects and Accounts Payable
Describes Describes the process of getting you ready to start entering transactions in NetSuite, which we recommend doing for one full month or more before you transition to NetSuite as your new system of record.
Session 65: Accounts Receivable, Cash Sales and Budgets
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This session provides training on entering a vendor, creating bills and payment transactions, and accessing reports associated with Accounts Payable and payments. Then
Session 6: Accounts Receivable, Cash Sales and Budgets
Then we’ll look at entering customers, creating invoices and cash sale records, and accessing reports associated with Accounts Receivable and cash.
Session 7: Searches and Reports
This This session covers additional important transactions such as making deposit and bank reconciliations, running additional reports, accessing other forms and accessing NetSuite Help options.
Session 7: Searches and Reports
In this session, we will walk through creating saved searches and customizing reports as a nonprofit organization.
Session 8: KPIs and Dashboards
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