The NetSuite Accountant

Load financials and open transactions from QuickBooks to NetSuite

Paul Giese Jul 14, 2021 10:19:32 AM
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intheBlk consulting can complete these tasks on your behalf, including loading detailed transactions. Our self-service tool can create the NetSuite CSV import templates directly from the QuickBook trial balance and subledger files. Contact us today!

Companies implementing NetSuite need to load monthly historical financial statements and open transactions. This article will discuss the debits and credits in this process. This process is relevant for companies loading monthly net change entries (also known as monthly trial balances). This process is not needed if you are loading detailed transactions.

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How to mass change transactions in QuickBooks Online

Paul Giese Apr 19, 2021 10:42:32 AM
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The ability to mass change the account coding of transactions is extremely useful. A few all-to-common scenarios might be (1) you are the new controller at a company, and the old team's chart of accounts is a mess, (2) you have added a new GL account or class that previously wasn't needed, and now you want to go back and update the past year's transactions for comparative purposes, or (3) you are about to start a NetSuite implementation, and you'd like to change the coding on transactions before migrating your data.

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