The NetSuite Accountant

Update segments on multiple transactions via CSV import in NetSuite

Paul Giese May 5, 2021 4:37:25 PM
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Changing transaction coding via a CSV import template is critical when the volume of transactions is too high to do this task manually. Two use cases for this skill are updating the department coding for all transactions with a specific vendor for comparative financials or adding a class code for transactions migrated from QuickBooks during a NetSuite implementation. This blog post will walk through the steps to complete this process.

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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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How to build a NetSuite segment mapping file

Paul Giese Apr 10, 2020 5:29:17 PM
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Once the segment structure is complete, the next step is mapping the legacy segment structure to the new NetSuite structure. If you are unfamiliar with NetSuite’s segments, check out our segment structure blog post.

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Segment Structure Basics in NetSuite

Paul Giese Apr 6, 2020 8:00:00 AM
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intheBlk consulting provides data conversion services for organizations implementing NetSuite. Check out our NetSuite data conversion page to see the options and pricing and our NetSuite implementation resource page for additional help articles.

The segment structure is the backbone of the organization’s financial reporting function. NetSuite’s segment structure is robust compared to QuickBooks and flexible enough to handle most needs. Setting up the segment structure is one of the first implementation tasks. NetSuite segments are general ledger (GL) accounts, departments, classes, and locations. Organizations can also add custom segments.

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