Client Background

Church Pharmacy required a structured transition from QuickBooks to NetSuite to support its accounting operations within a broader ERP environment. The engagement focused on moving relevant financial data and configuring the new system around the company’s operating and reporting needs.

Business Challenges

Moving accounting records from one platform to another while preserving data consistency and financial continuity.
Setting up company and subsidiary structures in NetSuite to reflect the agreed business and reporting requirements.
Configuring sales and purchasing workflows so that day-to-day transactions could be managed in the new system.
Establishing accounting periods, reports and saved searches to help finance users access the information they needed.
Connecting NetSuite with relevant scripts or third-party systems where required, and defining how data would be synchronised between systems.

Our Solution

Space Stem supported the transition from QuickBooks to NetSuite through a combination of initial data migration, ERP configuration and workflow setup. The work covered the foundational finance structure as well as the operational processes and integrations needed for the system to support routine accounting activity.

Key Features & Implementation

Initial data migration: transferred agreed accounting and master data from QuickBooks into NetSuite, with mapping and validation activities to support data consistency.
Company and subsidiary configuration: set up the agreed company structure and subsidiary records in NetSuite to support the intended accounting organisation.
Sales workflow configuration: configured relevant sales transaction flows and related accounting treatment based on the agreed requirements.
Purchase workflow configuration: set up purchasing processes and associated transaction flows to support day-to-day finance operations.
Accounting periods: configured financial periods and related accounting settings in line with the agreed fiscal calendar.
Reporting and saved searches: configured reports and custom/saved searches to help users retrieve operational and financial information.
Scripts and integrations: implemented or configured NetSuite scripts and third-party integrations where included in the project scope.
Data synchronisation: supported the required exchange of data between NetSuite and connected systems, with attention to mapping and consistency.

Technology Stack

Oracle NetSuite ERP
QuickBooks (source accounting system)
SuiteScript and third-party integrations, where applicable to the agreed scope

Results & Business Impact

The engagement established NetSuite as the destination platform for the agreed accounting workflows and migrated data. The configured company structure, transaction flows, reporting and integration work provided a foundation for finance users to operate within the new ERP environment.

Key Insight

Accounting-system migration is more than moving balances and records. A successful transition also requires careful data mapping, a well-defined finance structure, configured transaction workflows, usable reporting and dependable integration with the wider business systems.

Planning a move from QuickBooks to NetSuite? Talk to Space Stem about accounting data migration, NetSuite configuration and integration support.