Important Guidelines when importing from Quickbooks

  • Import with the focus on reporting first - particularly in A/P
    Example: When exporting form Quickbooks and dealing with the Home Currency Adjustment entry (when using Foreign currency). Remember that adjustments to vendor balances do not appear in the A/P register in Quickbooks but will appear in NetSuite’s A/P balances.

  • Do a few test uploads

  • Ensure you can track back to the QB entry by using some kind of reference point