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The guide assumes that the reader has received a NetSuite donation and is not sure where ready to start their financial migration. It references certain screens, pages and menu options and should be read in conjunction with a live account as reference

Readers are also recommended to take the Netsuite Essentials course using their Annual Self Study Training Pass - while this course is not specific to nonprofits, it does give a good overview of all the Netsuite features and terminology we will be using in this guide.

 

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

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