NetSuite Implementation Resources

Best practices to prepare for and execute a successful NetSuite implementation

PLANNING


Should I implement NetSuite before or after an IPO?

Company considerations when planning a NetSuite implementation around an IPO, including financial close requirements as a public entity.


Four Questions to Answer When Preparing for a NetSuite Implementation

Prepare for a NetSuite implementation by asking these questions, including how teams can begin to prepare and how to select an implementation partner.


Six accounting clean-up items to address before a NetSuite implementation

Prepare for a NetSuite implementation with these six accounting clean-up items.


 

SEGMENTS


NetSuite segment structure basics

Learn the basics of NetSuite's segment structure and how organizations organize these segments.


How to build a NetSuite segment map

Prepare the segment map file for importing legacy financial data into NetSuite.


 

DATA MIGRATION - FINANCIALS


Can I import my historical financial transactions?

intheBlk's approach overcomes the big reasons for why implementation partners advise against importing historical financial transactions.


Three approaches for importing historical sales to NetSuite

Learn three approaches for importing historical sales into NetSuite during the implementation process.


How to load historical financials and open transactions

Guide to importing historical summary financial statements and open transactions into NetSuite.


 

DATA MIGRATION - OPEN TRANSACTIONS


How to import open accounts receivable (AR) transactions

Instructions on how to import your open-AR transactions at the go-live date.


How to import open accounts payable (AP) transactions

Instructions on how to import your open-AP transactions at the go-live date.


How to import open bank transactions

Instructions on how to import your open-bank transactions at the NetSuite go-live date.


 

POST GO LIVE


How to validate and document the NetSuite data migration process

Discover best practices for tying out and documenting the data migration process for your financial statement audit.


How to complete your first bank reconciliation in NetSuite

A step-by-step guide on completing the bank reconciliation process with NetSuite.


Five resources for new NetSuite users

Read about my five go-to NetSuite resources for answering questions and getting help.


 

CASE STUDIES


How SmartLabs migrated detailed transactions from 15 QBO files to NetSuite

Read how the SmartLabs team successfully migrated detailed transactions from 15 QuickBook files to NetSuite with intheBlk consulting.


Historical Transaction Data Migration with Akouos

intheBlk consulting completed a full historical transaction import with Akouos, moving four years of data from QuickBooks Online to NetSuite.


Net Change Entry Data Migration with Oncorus, Inc.

intheBlk consulting completed a net change journal entry import with Oncorus, Inc. when they fell behind on the data migration.


Want to talk about your NetSuite implementation? Contact us today!