Conversion from QuickBooks Pro 2009 to NetSuite

Margaret - there are definitely some challenges in using the native NetSuite CSV import tool. The tool only processes 25k records at a time so you'll have to chunk your data for import. In addition, you can only enter one type (table) of data at a time so you'll have to determine the optimal order (for parent first, children second). It's a bit time consuming to do this work and since you'll likely be using QuickBooks until the deployment has completed, it's likely you'll have to do a delta migration at some point.

Margaret, your project would be on the lower end of the spectrum for a data migration. We have converted 7-8 years of data for companies without a problem.
Again, you might find an automated import tool, but all data will have to be verified, at least in part, manually.

Hi Margaret:
I ask this question because sometimes the need for historic data may best be served by different solutions. For example:
1. If you only need prior period data for comparative reporting, consider loading journal entries for prior period account balances and rolling them forward to the cut over date (but remember to use your NEW chart of account structure to achieve comparability)
2. If you need transaction detail (other than open balances at cut over date), consider whether simple transaction detail reports can be run from QB and saved for reference in case you need to refer to them. That way you may be able to avoid loading records like inactive vendors etc.
3. If you have fixed assets to migrate, make sure your new system can pick up midlife cost and accumulated depreciation at cut over date.

I have seen clients spend a lot of time (and thus money) trying to recreate history in a new system with very little value; in the end, what do you really need from history and what is the best way to extract/store/access it?

NetSuite themselves should be able to import your Quickbooks file for you.

If, for some reason, you or NetSuite cannot import your existing data, there are tools, such as Pervasive Data Integrator, which can read and write to and from both Quickbooks and NetSuite. This is the tool we use to migrate quite a bit of data into and out of NetSuite.

I developed a utility that will export Net Change Trial Balances including an option to export by class code (by dept) from QuickBooks. I recently added an export of net changes in monthly columns. If someone simply desires history for comparative purposes without all the detail, does Netsuite do this directly from QuickBooks or does it import csv files as journal entries? It is called TBX Trial Balance Exporter if anyone is interested.