When making the move from QuickBooks to NetSuite, migrating your data is one of the most important steps. Manually carrying out the QuickBooks to NetSuite integration process is time-consuming and error-prone.
What if you could carry out the data transfer with just a few clicks without having to write a single line of code? This is exactly what we had in mind when we started working on our brand-new product. Our cool new product eases the data migration burden for you with just a few clicks.
Features
We have made it a cakewalk to migrate all your data from QuickBooks to NetSuite. Here are our key product features:
Automated data migration with just a few clicks.
Option to transform data before importing to NetSuite.
Easy-to-use and intuitive user interface.
Data migration in just a few hours (depending on the data load).
Automated workflows in the background.
Data Validation for both master and transactional records.
Easy removal of data, if any mistakes.
Completely self-service and intuitive.
Unparalleled scalability and flexibility.
No loss of data and no safety breach.
Ability to connect multiple Quickbooks instances to one NetSuite instance.
Chart of Account & Segmentation mapping.
Applications
Ensuring that all your data is all smoothly teleported from QuickBooks to NetSuite without sacrificing data safety, data accuracy, data consistency, and data integrity is the key application of our product.
Multiple instances of Quickbooks to NetSuite are connected to set up the Initial Connection. Once the initial connection is set up, our tool carries out initial data mapping in NetSuite. Thereafter, we do a test load for each record type in question. Once the test records are validated by the user, we then set up the full load to migrate all the data to NetSuite.
As the data passes from QuickBooks to NetSuite, stringent security measures and encryption protocols come into play that prevents anything untoward from happening.
How It Works
Here’s our process in a nutshell.
Scheduling a call
Introductory discussion with our team to understand your needs.
Discovery
Includes details on your business and key process areas.
Addressing additional complexity
Any specific requirements that you may have which might require customization.
Provision a bundle in your NetSuite environment
For set-up entries, preferences, settings, and any desired custom behavior.
Data Migration
Our integration tool securely transfers your data from QuickBooks to NetSuite.
Data Validation
Check whether the data integrated with NetSuite are appropriate and valid as per the rules defined for each field or not.
All these steps can be carried out at your end without the need to involve us.
The most common categories of data to be migrated from QuickBooks to NetSuite are:
Entity Data: Customer, Vendor, Employee, Product, Chart of Account, and Classification.
Transaction Data: Opening Trial Balance, Monthly Activity, Open Purchase Order, Open Sales Order, Open Accounts Receivable, and Open Accounts Payable.
Most of this data can be transferred without any changes or transformations. Our Automated EL (Extract and Load) takes care of such data with the click of a button.
If data transformation is required, then our product provides the user with the option to transform the exported data from QuickBooks. It is then loaded onto NetSuite through a process known as ETL (Extract, Transform, Load).
How Best to Use This Product?
To make the most of this product, get started by connecting with our team here. We will discuss your data migration needs in detail and also understand your business, key processes, and necessary customizations.
Once our team has provisioned the necessary NetSuite Bundle(s), the data migration from QuickBooks to NetSuite will happen seamlessly, followed by automatic data validation.
Get in touch with us to help us assess how well this tool can help you.