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 Key CashFlow account.
- Vendors and Customers
- Chart of Accounts and Dimensions
- Historical transactions
- Unpaid bills
- Migration consultation
Vendors and Customers
With the Key CashFlow Sync the vendor ID’s in Oracle NetSuite map to the Vendor names in Key CashFlow. To make sure the vendor list appears correctly in Key CashFlow 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 Key CashFlow will be deactivated and the Chart of Accounts and Dimensions (classes, departments, and locations) from Netsuite will sync to Key CashFlow.
Historical transactions are paid transactions that have already synced to the old accounting software. We'll mark historical transactions in Key CashFlow not to sync.
Unpaid bills in Key CashFlow will be marked to sync with Netsuite during the migration.
- Any unpaid Bills that exist in Key CashFlow 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
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 Key CashFlow account and selecting Support in the navigation menu.
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