NetSuite journal entries data upload is a critical part of any NetSuite implementation. This training is focused on uploading or migrating GL data from one system to another. Typically, we are migrating data from QuickBooks to NetSuite..
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#46 | NetSuite Fixed Assets Data Upload
Welcome to learning to upload fixed assets data into NetSuite. This is part of a series where we are implementing NetSuite. The fixed assets data upload process is very unique so we are going to focus on it step-by-step…
#45 | NetSuite Vendor Data Upload
Welcome to the NetSuite vendor data upload training session. This training is part of the NetSuite implementation where we will show you step-by-step how to upload vendor data into NetSuite.
#44 | NetSuite Customer Data Upload
Say hello to customer data upload into NetSuite. This is part of the process when we do a NetSuite implementation and we have to upload customer information into the system. We are going to show you step-by-step how to upload customer data into NetSuite…
#43 | NetSuite Employees Upload
A lot of companies are using NetSuite now. In a NetSuite implementation, the employees upload is an important part of the data migration process. In this session we dive into the employee data upload process and show you a demo in NetSuite…
#42 | NetSuite Chart of Accounts Upload
Welcome to NetSuite Chart of Accounts Upload. We have done a lot of data migration projects and would like to share the mistakes we have made with you so you can avoid them. In this session we briefly review the data migration process, look at the list or the type of data that we have to upload, and specifically narrow in on chart of accounts including…
#41 | NetSuite Data Migration Process
We have completed a lot of NetSuite implementation and consulting projects in the past, and we would like to share some of the things we learned, so that you don’t have to make the same mistakes we made. In this article we are going to discuss the reasons why companies choose NetSuite, NetSuite data migration overview, and the steps which are the following…
#40 | Spreadsheet Testing for SOX
Welcome to spreadsheet testing for SOX. We previously discussed report testing for SOX (link to #39). There’s a difference between spreadsheets and system reports. We will go over that today and how to scope key spreadsheets. We will also tell you some other criteria to help you prioritize them. Next we will show you the steps to…
#39 | SOX System Report Testing
Welcome to SOX system reports testing. Report testing has received a lot of focus by external auditors and the PCAOB recently so we want to address it today. The reason these system-generated reports are important is because management uses them to make judgements for booking journal entries or recording financial transactions and…
#38 | Best Practices for SOX Kick-off Meetings
It’s always great to apply the effective and best practices for SOX Kick-off meetings. It’s not just a meet and greet meeting, it’s the opportunity to set the expectations and alignment with the project team and the client to be able to launch or improve a SOX project successfully…