Step 6: Configuring and Customizing NetSuite During Migration from QuickBooks

Shifting from QuickBooks to NetSuite is a significant step that can greatly enhance your company’s financial management capabilities. To ensure a smooth transition, it’s crucial to configure and customize NetSuite to fit your unique business needs. Here’s a detailed guide to help you through this process. 

Initial Setup 

• Company Information

  Begin by entering your company details, such as name, address, and fiscal year settings. This foundational step ensures that all subsequent configurations are aligned with your business’s identity and operational calendar. Accurate company information is essential for maintaining consistency across all transactions and reports. 

• Preferences

  Set global preferences for your organization, including accounting periods, tax settings, and user roles. These preferences establish the basic operational parameters for your NetSuite environment, ensuring consistency and compliance across all transactions and processes. Properly configured preferences help streamline operations and reduce the risk of errors. 

Custom Fields and Records 

• Custom Fields

  Create custom fields to capture additional information specific to your business. Custom fields allow you to track data that is unique to your business operations, enhancing the relevance and utility of your NetSuite data. This customization ensures that all necessary information is captured and easily accessible. 

• Custom Records

  Define custom record types to manage unique data. Custom records enable you to create entirely new data structures tailored to your specific business needs, providing a flexible framework for data management. This flexibility allows you to adapt NetSuite to fit your exact requirements. 

Forms and Layouts 

• Custom Forms

  Modify standard forms or create new ones to match your business processes. Custom forms ensure that the data entry process is intuitive and aligned with your operational workflows, improving data accuracy and user efficiency. Tailoring forms to your processes can significantly enhance user experience. 

• Form Layouts

  Adjust the layout of forms to ensure they are user-friendly and capture all necessary information. A well-designed form layout can significantly enhance user experience and data integrity by making it easier for users to input and retrieve information. Thoughtful layout adjustments can streamline data entry and reduce errors. 

Workflows 

• SuiteFlow

  Use SuiteFlow to automate business processes without coding. Create workflows for tasks like approval processes, lead nurturing, and record management.  SuiteFlow allows you to streamline and automate repetitive tasks, reducing manual effort and increasing operational efficiency. Automated workflows can save time and ensure consistency in your processes. 

• Workflow Elements

  Define states, actions, and transitions to control the flow of your business processes. By clearly defining these elements, you can ensure that your workflows accurately reflect your business processes and operate smoothly. Properly configured workflows can enhance productivity and reduce bottlenecks. 

Dashboards and Reports 

• Custom Dashboards

  Create dashboards tailored to different roles within your organization. Add key performance indicators (KPIs), saved searches, and reports. Custom dashboards provide real-time insights and analytics, helping users make informed decisions based on up-to-date information. Dashboards can be a powerful tool for monitoring performance and identifying trends. 

• Custom Reports

  Use the Report Builder to create and customize reports. Select metrics, fields, filters, and sorting options to generate the reports you need. Custom reports allow you to analyze your data in ways that are most relevant to your business, providing valuable insights and supporting strategic decision-making. Tailored reports can help you track progress and make data-driven decisions. 

Roles and Permissions 

• User Roles

  Define roles and assign permissions to control access to different parts of NetSuite. Properly configured roles and permissions ensure that users have access to the information and tools they need while maintaining data security and compliance. Role-based access control helps protect sensitive information and ensures that users can perform their tasks efficiently. 

• Custom Centers

  Create custom centers to group related tasks and information for specific roles. Custom centers enhance user experience by organizing tasks and information in a way that is logical and intuitive for each role. This customization can improve navigation and make it easier for users to find the tools they need. 

SuiteCloud Platform 

• SuiteBuilder

  Use SuiteBuilder for point-and-click customization, such as adding custom fields, creating custom records, and modifying forms. SuiteBuilder provides a user-friendly interface for making basic customizations without the need for coding. This tool is ideal for administrators and users who need to make quick adjustments. 

• SuiteScript

  For more advanced customizations, use SuiteScript to write scripts that extend NetSuite’s functionality. SuiteScript allows developers to create highly tailored solutions that meet specific business requirements. This scripting capability provides the flexibility to automate complex processes and integrate with other systems. 

• SuiteFlow

  Automate workflows and business processes with SuiteFlow. This tool enables you to create complex workflows that automate and streamline your business processes, improving efficiency and reducing manual effort. SuiteFlow’s visual interface makes it easy to design and manage workflows. 

Following these steps, you can configure and customize NetSuite to better align with your business processes and improve overall efficiency. Proper customization helps optimize operations, streamline workflows, and enhance overall efficiency, enabling your business to fully leverage NetSuite’s advanced capabilities.  

CONSIDER GSI AS YOUR NETSUITE IMPLEMENTATION & SUPPORT PARTNER

Ultimately, businesses implementing NetSuite need help from a partner who is both an expert in NetSuite and ready and able to consult on the client company’s pain points and objectives.

Using a knowledgeable implementation and support partner, you can roll out a transformative business software system to address current pain points and build a stable relationship with experts who can help adapt and scale the platform as your business grows.

GSI is the #1 Ranked NetSuite Solution Provider by G2, with a senior-level, 100% US-based NetSuite implementation and NetSuite support teams, all of whom average 10+ years of experience in the NetSuite ecosystem. By applying industry best practices and insights, we enable clients to fully leverage NetSuite, enhancing their processes, decision-making, and performance. Our team collaborates closely with clients to align NetSuite's capabilities with their strategic goals, fostering long-term partnerships through transparent communication and ongoing support.