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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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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 BudgetsCustomers and Vendors, and describe NetSuite print and screen forms and their relationship with each other.
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This session provides training on entering customers, creating invoices and cash sale records, entering and importing budgets and accessing reports associated with Accounts Receivable and cash.
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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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Social Impact Account Manager – Your account manager will continue to be your main point of contact throughout the program.
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Document Reference
Throughout the guide, certain symbols will be used to highlight things like tasks, document notes and important notices. The following describes each of the highlighting and their meanings:
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The blue star symbol represents the information covered in the following section: what you will learn and why it is important. The star symbol appears at the beginning of each major section.
The alert symbol highlights important notes. The alert symbol appears throughout the document. 
The plus symbol indicates that the grantee and/or their staff need to independently perform the efforts described in this section before the next session. The plus symbol appears in selected sections.
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