Oracle 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 Oracle NetSuite with your account.

Jump to:

Vendors and Customers

With the Sync the vendor ID’s in Oracle NetSuite map to the Vendor names in To make sure the vendor list appears correctly in we advise on setting up Oracle NetSuite so that the vendor ID and vendor name are the same.

Chart of Accounts and Dimensions

The Chart of Accounts and Dimensions (classes, departments, and locations)in will be deactivated and the Chart of Accounts and Dimensions (classes, departments, and locations) from Netsuite will sync to

Historical transactions

Historical transactions are paid transactions that have already synced to the old accounting software. We'll mark historical transactions in not to sync.

Unpaid Bills

Unpaid bills in will be marked to sync with Netsuite during the migration.

  • Any unpaid Bills that exist in at the time of the migration will need to be re-coded to use the new chart of accounts dimensions that sync in from Netsuite

Migration consultation

All of these topics and any other questions will be discussed during the migration call that you set up through our Support team. Contact Support by logging into your account and selecting Support in the navigation menu.