NetSuite to QuickBooks Conversion

by James Antonio

After switching from one system to another the data conversion plays a prime role. Converting from the previous software to the new one might be terrifying as it involves the risk of data loss. You need a trustful reference to proceed with the process in a hassle-less manner. In this blog, you will get to know the relevant guide to convert data from NetSuite to QuickBooks. However, they both are two different applications hence require careful resolutions.

Introduction of Netsuite:

Netsuite software is the cloud ERP system that permits companies to handle all key business processes in a single system. It does not involve any hardware, upfront license fee, and complex setups. The NetSuite application is used by companies for Enterprise resource planning (ERP), inventory management, finance tracking, customer relationship management (CRM) systems, host e-commerce stores, etc.

Features of NetSuite:

NetSuite is known as the ERP software assisting enterprises allows optimizing options to enhance business growth. Also, automate the task and processes in a cloud-platform with effective outcomes. It contains exceptional capabilities to boost business processes. Here is the list of NetSuite features:

  • It can run the complete financial management tasks like accounting, order management, delivery chain, and stock.
  • The program permits universal business administration. Also helps to deal with countries, subsidiaries, currencies
  • Generation tools with real-time information
  • Cost Savings
  • Better Data & Cloud Security
  • Improved Inventory Costs
  • Process Standardization
  • Premium Supply Chain Management
  • Enhanced Business Reporting

Why You Need to Convert from NetSuite to QuickBooks?

Sometimes the NetSuite does not suit your business requirements then you need to perform the conversion. There are ample of scenario occurs It might create various concerns. No need to worry here in this post you will learn the conversion steps and necessary insights. It is highly recommended to get expert surveillance for data conversion. Make sure you cover the basic knowledge related to both NetSuite and Intuit QuickBooks to know the significant protocols. Let’s delve into significant features of QuickBooks:

Better Tax Management:

QuickBooks contains exceptional options to run the actions to explore, calculate, track, and pay taxes related to the purchase or sales of services and products. It has a robust core that ensures automation, transparency, better tax management in a global environment.

Depreciation Management:

You will get better depreciation management in an accounting period to ensure the flexibility of the asset.

Workflow Management:

There ample options available to breeze the workflow management. You can effectively allot any specific processes into QuickBooks. It is capable of transforming processes into simpler ones.

Improved Financial Reporting:

Availability of Convenient methods to create a financial statement to get a clear picture of the report! Also, provide grouping options to view data according to the categories like the classification of data like budget details.

Flexible Payment Acceptance:

Flexible payment acceptance permits the clients ease of payment. This option works automatically by making payment groups appropriate to the selected criteria.

Steps to Convert Transactions from NetSuite to QuickBooks

Follow the below mention steps to convert transaction from Netsuite to QuickBooks:

Step 1: Suitable Requirement Gathering:

The initial step is to determine the best suitable version of QuickBooks such as QuickBooks Pro, QuickBooks Premier, QuickBooks Accountants, or QuickBooks Enterprise solutions. After this choose the resource.

Step 2: Import NetSuite Data:

Here in this phase, you need to gather the compatible NetSuite records such as Transactions and Activities that can be converted into the QB supportable format to simplify the operation with historical information. It is expected that you have a valid QuickBooks License to work with the updated data. Hence according to the requirements enter the entries in the system.

Step 3: Data Migration Review:

Now you completed the process of data migration check whether all the reports you imported are available on QuickBooks.

What Records of NetSuite do You Convert into QuickBooks?

NetSuite Entities to QuickBooks:

ContactPartner
GroupEmployee
VendorGroup
CustomerJob

NetSuite Activities to QuickBooks:

Phone CallTask
EventProject Task

NetSuite Accounting to QuickBooks:

BudgetUnits of Measure
AccountSubsidiary
DepartmentAccounting Periods
Revenue Recognition ScheduleClass
LocationDepartment
Revenue Recognition TemplateCurrency

NetSuite Transactions to QuickBooks:

Build/Un-build AssemblyInvoice
Customer DepositItem Fulfillment
Credit MemoVendor Returns
Customer PaymentVendor Payments
EstimateReturn Authorization
Bin Put away WorksheetIntercompany Journal Entry
Cash RefundInventory Adjustment
Cash SaleItem Fulfillment
CheckItem Demand plan
Bin TransferOpportunity
Work OrderSales Order
Vendor ReturnsTransfer Order
Customer RefundVendor Credits
Customer Deposit Application 

NetSuite Items to QuickBooks:

DiscountsMarkup
Assembly items with a lot and serial numberedPayment
Service for Purchase/Sale/Re-saleDescription
Other Charge for Purchase/Sale/Re-saleGift Certificate Item
SubtotalInventory Number
DiscountNon-Inventory Item for Purchase/Sale/Re-sale
Inventory Item with serial and lot numberDownload
Package Item 

NetSuite Communications to QuickBooks:

MessageNote

NetSuite Miscellaneous to QuickBooks:

Time TrackingExpense Report
Other lists 

NetSuite Web Site to QuickBooks:

CategoriesTax Groups

NetSuite Tax Records to QuickBooks:

Sales Tax ItemTax Type

NetSuite Customization to QuickBooks:

Custom Lists, RecordCustom Record type

NetSuite File Cabinet to QuickBooks:

FileFolder

NetSuite Marketing to QuickBooks:

NetSuite Campaign ResponseNetSuite Promotion Code
NetSuite Campaign 

What Types of items in NetSuite are not allowed to get converted in QuickBooks?

• The import of paychecks is incompatible in QuickBooks; they are converted as journal entries.
• Paychecks are being converted as the journal entries because QuickBooks is not compatible with them
• Information of Individual employee wage or deduction
• Transactions don’t have jobs linked to them.
• Budgets
• Custom templates
• Work Tickets

Can I convert NetSuite data to QuickBooks Premier?

Yes, you need to follow the correct data conversion steps to import data from the NetSuite accounting to QuickBooks Premier.

Can I convert Memos and Shipping methods in NetSuite data to QuickBooks online?

Yes, you can easily convert Shipping methods and Memos after data migration.

What types of NetSuite Activities are allowed to convert in QuickBooks?

• Phone call
• Event
• Task
• Project Task

What Challenges the user might face in NetSuite Accounting?

• It needs customization
• Require report generation

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

img

Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

img

Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

img

Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

Most Recent Updates

Top