...

The following sections are divided into “sessions” that correlate with each of the webinar sessions hosted by NetSuite. The sessions are summarized as follows:

Session 1:   Settings and Record TypesIntroduce

Introduces the basic settings for setting up your organization’s NetSuite account and will explain the basic types of NetSuite records.

Session 2:   Users, Roles and Dashboard Introduces

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. 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.

Session 3:   Account Review, Budgets and Forms

During Session 3, we will review your accounts and discuss any issues or questions that may have come up after the file imports. Then, we’ll discuss entering and importing Budgets, and describe NetSuite print and screen forms and their relationship with each other.

Session 4:   Accounts Payable and Checks

This session provides training on entering a vendor, creating bills and payment transactions, and accessing reports associated with Accounts Payable and payments.

Session 5:   Accounts Receivable and Cash Sales

This session provides training on entering customers, creating invoices and cash sale records, and accessing reports associated with Accounts Receivable and cash.

Session 6:   Other Transactions, Reports and Help

 The final webinar session covers additional important transactions such as making deposit and bank reconciliations, running additional reports, accessing other forms and accessing NetSuite Help options.

...

Important Considerations

...