NetSuite: Migration Tips

Changing to a new Accounting Software can be a time consuming process but here are some things to keep in mind when moving to NetSuite with your account.


The NetSuite sync is designed to do exact name matching for all list objects (Chart of Accounts, Vendors, and Dimensions). Because of this it is very important to make sure that the lists in both and NetSuite match up.


With the Sync the Vendor ID’s in NetSuite map to the Vendor names in In order to insure that the Vendor list appears correctly in we advise on setting up NetSuite so that the Vendor ID and Vendor Name are the same.

Chart of Accounts

The Chart of Accounts match up based on both the Account Name and Account Number. We advise on making sure that the Chart of Accounts is updated in prior to the migration so that these lists match up correctly. This can be done via the Import/Export tool in


Dimensions (Classes, Departments, and Locations) match up based on name. We advise on making sure that the Dimensions are updated in prior to the migration so that these lists match up correctly. This can be done via the Import/Export tool in

Historical transactions - transactions that have already synced to the old Accounting Software

With the NetSuite sync we have a Sync Start Date which determines when transactions in both and NetSuite will be synced. This date is determined on the transactions that are listed in the NetSuite account and the last sync date with the old Accounting Software. If a transaction, Bill or Payment, has been synced to the old Software it cannot be re-synced to the new NetSuite account.

Unpaid Bills

As we are unable to sync those transactions there may be an overlap for the Unpaid bills in that synced to the old Software but not to the new. For those bills the payments would need to be manually recorded in NetSuite. We recommend paying as many bills as possible prior to the migration in order to cut down on the amount of bills that need to have manual payments recorded.

Migration consultation

All of these topics and any questions will be discussed during the migration call that is set up through our Support team. Contact Support by logging into your account and click Support in the left navigation pane.

If you do not see the described feature available in, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for and upgrade accordingly or contact the Administrator of your account. Changes in monthly user fees may apply.