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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:
Session 1: Users, Roles, and General Settings
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
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: Donors, Vendors, Items 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: Projects and Accounts Payable
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, Cash Sales and Budgets
This session provides training on entering customers, creating invoices and cash sale records, and accessing reports associated with Accounts Receivable and cash.
Session 6: Searches, Reporting, 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.
This document helps with your cutover from your legacy financials system.
Additional Resources
Migration Planning Considerations
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Important Considerations
These are some general considerations to take aware of as you read through this guide.
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