In my article: “QuickBooks Data Converions to NetSuite”, I discuss the power and value of the QuickBooks to NetSuite migration process. As of this writing, this service is no longer offered. It appears that it was error prone and challenging for the NetSuite team to manage.
Understandable. Data migration is usually one of the riskier areas of an implementation project. Technically, the data may be organized in a not-easy-to-work-with format. The business may not have done a good job maintaining the data cleanliness and it reveals that fact when trying to insert old data into the new system.
NetSuite does offer some templates that can help the process. These templates work with NetSuite’s standard CSV import mechanisms. And there are a number of third-party tools that can help with the process as well. This is pretty common among all the major ERP and CRM players. These systems are complex and maintaining data migration tools can be a job in and of itself. I can’t fault them in business terms — you want to put your energy in capacities that increase adoption and value in a day-to-day context; once you achieve enough scale, increased investment in data migration tools does not do this for you.
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Marty Zigman
Holding all three official certifications, Marty is regarded as the top NetSuite expert and leads a team of senior professionals at Prolecto Resources, Inc. He is a former Deloitte & Touche CPA and has held CTO roles. For over 30 years, Marty has produced leadership in ERP, CRM and eCommerce business systems. Contact Marty to set up a conversation.
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Hello Marty, how would one move from QuickBooks to NetSuite now?
Hi Steve,
The process outlined in the article remains the same. We assist our clients by providing templates to get the data into NetSuite. I suspect there may be other tools but usually they are one offs to solve a specific kind of concern versus a framework to import the entire QuickBooks file.
Marty
Hi Marty,
Where can these templates be found? Is there a specific location in the NetSuite Help Center that will help us with importing our Quick Books data into NS?
Hi Chris,
There are no templates available in the help from my understanding. We have them in our integration practice and NetSuite offers them when you employ their services to perform an implementation. But at the end of the day, all you need to do is create a saved search of the target data structure, export sample data as CSV and there you have it, the template(s) you need.
Marty