NetSuite to QuickBooks Conversion

by James Antonio

QuickBooks is an accounting software developed mainly for small and medium-sized businesses and offer on-premises accounting applications that accept business payments, manage and pay bills, and payroll functions. Know more about NetSuite to QuickBooks Conversion.

NetSuite to QuickBooks Conversion

If you are planning to switch your accounting software to QuickBooks and looking for steps to migrate the data from the former to later, you are at the right place.

We will cover how to export data from NetSuite in supported format that can be imported into QuickBooks, steps to import data into QuickBooks and other as aspects as well.

Before getting firsthand experience on this process, you should know what can or what cannot be converted from NetSuite to QuickBooks.

What Records of NetSuite do You Convert into QuickBooks?

NetSuite Entities to QuickBooks

ContactJob
CustomerPartner
EmployeeVendor
Group 

NetSuite Activities to QuickBooks

EventTask
Phone CallProject Task

NetSuite Accounting to QuickBooks

AccountLocation
Accounting PeriodsRevenue Recognition Schedule
BudgetRevenue Recognition
ClassTemplate
CurrencySubsidiary
DepartmentUnits of Measure

NetSuite Transactions to QuickBooks

Bin Put away WorksheetInventory Adjustment
Bin TransferInvoice
Build/Unbuilt AssemblyFulfillment
Cash RefundJournal Entry
Cash SaleReturn Authorization
CheckSales Order
Credit MemoTransfer Order
Customer DepositVendor Bill
Customer Deposit ApplicationVendor Credits
Customer PaymentOpportunity
Customer RefundPurchase Order
EstimatePurchase Order Receipt
Item Demand PlanVendor Payment
ItemVendor Returns
Intercompany Journal EntryWork Order

NetSuite Support to QuickBooks

CaseSolution
IssueTopic

NetSuite Items to QuickBooks

Assembly/BOM Item that includes serial and numbered lotNon-Inventory Item for Purchase
DescriptionSale or Re-sale
Gift Certificate ItemKit/Package Item
DiscountOther Charge for Purchase/Sale/Re-sale
Inventory ItemPayment
including serial and lot numberedService for Purchase/Sale/Resale
Inventory NumberSubtotal
MarkupDownload

NetSuite Communications to QuickBooks

MessageNote

NetSuite Miscellaneous to QuickBooks

Expense ReportOther Lists
Time Tracking 

NetSuite Web Site to QuickBooks

Categories 

NetSuite Tax Records to QuickBooks

Sales Tax ItemTax Type
Tax Groups 

NetSuite Customization to QuickBooks

Custom ListsCustom Record
Custom Record Type 

NetSuite Marketing to QuickBooks

NetSuite CampaignNetSuite Promotion Code
NetSuite Campaign Response 

NetSuite File Cabinet to QuickBooks

FileFolder

Along with that, Convert supporting business documents such as memos, or shipping methods, Conversion of transactions that are unique to your business, i.e. invoices, bills, financial reports, and specific vendor credits, Convert non-posting transactions in the form of sales, purchase orders, or estimates is possible.

What cannot be Converted?

  • Bank reconciliation
  • Paychecks can be changed as Journal Entries as importing Paychecks is not supported by QuickBooks.
  • Custom templates
  • Jobs are not attached to transactions
  • Budgets
  • Employee YTD information
  • Individual employee wage or deduction information
  • Fixed Asset Items*
  • Work Tickets

Conditions Apply: This is applicable only if your Sage 50 data file is linked to its Fixed Assets.

Steps to NetSuite to QuickBooks Conversion:

In order to start the conversion process, you need to sign up for QuickBooks online. Be sure to use other versions, such as QuickBooks plus, if you are a long-time user of QuickBooks desktop. Once you sign up, log into your QuickBooks online account, create a company profile, and complete any welcome fields. Moreover, you should be careful to not to enter any other data in this particular step.

Further, you need to resolve existing errors and issues with your QuickBooks desktop inventory before importing to prevent loss of data. The conversion process is an automated one, and there is not much for you to do in QuickBooks. Information from QuickBooks desktop replace existing information in the QuickBooks online. The good news is that a warning message Appears on your screen before the process overrides any data.

Follow the below mentioned steps to convert transactions from NetSuite to QuickBooks:

Step One: Suitable requirement Gatherings: The initial step is to determine the best suitable version of QuickBooks such as QuickBooks Pro, QuickBooks Premier, QuickBooks accountant, or QuickBooks enterprise solution. After this choose the resource.

Step Two: 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 QB support table format to simplify the operation on the basis of historical information.

Step Three: Data migration review: Now you completed the process of data migration check whether all the reports you imported out available on QuickBooks.

Tips: It would be mandatory for you to have a valid QuickBooks license to work with the updated data. Hence according to the requirements, you should enter the entries in the system.


Need Some one on one QuickBooks Assistance?


Why you should Change the Employer status instead of Deleting them on QuickBooks?

If the option to terminate an employee on your list of active employees is not visible on the company payroll, then, this mostly implies that they have some history. Thus, it is recommended to change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in accounting database without any data loss in your tax payments.

Is it Possible to use the Direct Connect option to Synchronize Bank Transactions and other such Details between Bank of America and QuickBooks?

Yes, absolutely. To use the direct connect option, you need to enroll for the direct connect service. This enrollment will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bill payments, payments, information, and much more.

What are the Various kinds of Accounts you could Exist in QuickBooks?

QuickBooks allows you to access almost all type of accounts, including but not limited to saving accounts, checking accounts, credit card accounts, and money market accounts.

How can I import credit card charges into QuickBooks Desktop?

First of all, click on the import (Start) available on the home screen. For selecting the files, 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 NetSuite sample file. Then, set up the mapping of the file Column related to QuickBooks field. To review your file data on the preview screen, just click on the “next”, which shows your file data.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

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

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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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

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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

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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

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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.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Dancing Number

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