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Session 2:   Users, Roles and DashboardData Migration

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.

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 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.

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Important Considerations

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