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NetSuite data migration

Moving from QuickBooks, Sage, Dynamics GP or Odoo to NetSuite, with clean data and balances that tie out on day one.

NetSuite data migration moves customers, vendors, items, open transactions and historical balances from a previous accounting system into NetSuite. RevSift migrates from QuickBooks, Sage, Microsoft Dynamics GP and Odoo, cleaning up duplicates and inconsistent data along the way, and reconciling the result before go-live.

What gets migrated

DataTypical approach
Chart of accountsRedesigned for NetSuite (subsidiaries, departments, classes, locations), not copied as-is
Customers, vendors, contactsDeduplicated and standardized, with inactive records left behind
ItemsCleaned up, with item types, units and accounts set correctly
Open AR and APOpen invoices and bills, so collections and payments continue uninterrupted
InventoryQuantities and costs by location as of the cutover date
HistorySummarized monthly balances by default; detailed transaction history where there's a real need

How we keep it clean

  1. ProfileFind duplicates, gaps and inconsistencies in the source data before anything moves.
  2. MapMap old structures to the new NetSuite design, and agree on what's left behind.
  3. Trial loadsLoad into sandbox, reconcile, fix and repeat until the numbers tie out.
  4. CutoverFinal load, trial balance and subledger reconciliation, then sign-off.

Data migration FAQ

How much history should we migrate to NetSuite?

Most companies migrate master data, open transactions, and summarized monthly balances for one or two prior years, and keep the old system read-only for detailed lookups. Full transaction history costs more and is only worth it when you need it for reporting or compliance inside NetSuite.

Can you migrate from QuickBooks Online and QuickBooks Desktop?

Yes. The approach is the same for both: export, clean, map to the new NetSuite structure, trial load in sandbox, then reconcile before the final cutover.

What's the most common data migration mistake?

Copying the old chart of accounts and item list into NetSuite unchanged. NetSuite uses subsidiaries, departments, classes and locations as separate dimensions, so a direct copy carries over workarounds the old system needed and NetSuite doesn't.

Contact

Tell us what's going on in your NetSuite account

Send a few lines about the problem: what's broken, slow, manual, or missing. You'll hear back from one of the people who would do the work, with questions or a suggested next step.

Email info@revsift.com Call (801) 769-6237

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