Oops! Something went wrong while submitting the form.
Get a Demo
See your data in HubiFi < 2 days
Streamline your finances with this practical guide to NetSuite QuickBooks integration, including top tools, setup tips, and expert best practices.
It’s a common story for growing businesses: your core operations run on NetSuite’s powerful ERP, but a new acquisition or a specific department still relies on QuickBooks. Juggling two separate accounting systems can feel like a constant battle against data silos, manual entry errors, and reporting headaches. Instead of a clear financial picture, you get a fragmented puzzle that wastes your team's valuable time. A NetSuite QuickBooks integration bridges this gap, creating an automated flow of information between the two platforms. This guide will walk you through everything you need to know, from the key benefits and common challenges to a step-by-step plan for a smooth implementation.
It might seem counterintuitive to use two different accounting systems, but it’s a surprisingly common scenario for growing companies. Perhaps your main operations run on NetSuite, but a recently acquired subsidiary still uses QuickBooks. Or maybe your sales team loves the simplicity of QuickBooks for invoicing, while your finance department needs NetSuite’s robust ERP capabilities. Whatever the reason, running two systems in silos creates data disconnects and manual work. Integrating them bridges that gap, turning two separate platforms into one cohesive financial engine.
At its core, integration creates an automated bridge between NetSuite and QuickBooks. Instead of manually exporting data from one system to another—a tedious and error-prone process—integration syncs the data for you. When an invoice is created in QuickBooks, the corresponding journal entry can automatically appear in NetSuite. Customer payments, vendor bills, and expense reports can flow between platforms without anyone lifting a finger. This creates a single source of financial truth, ensuring everyone works with the same up-to-date numbers. HubiFi specializes in creating these kinds of seamless integrations for your financial stack.
Connecting NetSuite and QuickBooks does more than save you from copy-pasting data. It gives you a complete and accurate view of your company’s financial health in real time, making your reporting more insightful. It also frees up your finance team from mind-numbing data entry. Instead of reconciling accounts between two systems, they can focus on higher-value work like analysis and strategic financial planning. Finally, with synchronized data on payments and receivables, you gain a much clearer understanding of your cash flow, which is critical for making smart business decisions.
While the benefits are clear, integrating NetSuite and QuickBooks isn’t always a simple plug-and-play affair. These are powerful systems, and connecting them properly requires careful thought. The main challenge is mapping data fields between the two platforms, especially if your business has unique workflows. A successful integration depends on thorough planning and rigorous testing to ensure data flows accurately. Without a clear strategy, you risk creating bigger data problems than you were trying to solve. If you’re unsure where to start, it’s often best to get expert guidance to ensure the project is done right.
Connecting two powerful systems like NetSuite and QuickBooks might sound like a massive technical project, but you have several paths to choose from. The right approach depends on your team’s technical skills, your budget, and the complexity of your business needs. Think of it as choosing between building a custom house, buying a move-in-ready home, or hiring an architect to design the perfect space just for you. Each path gets you where you need to go, but the journey is different.
Generally, you can tackle integration in one of three ways: by building a direct connection using APIs, using a third-party platform as a bridge, or working with experts to create a completely custom solution. Let’s walk through what each of these options looks like so you can find the best fit for your company.
The most hands-on approach is a direct API integration. This is where your development team uses the Application Programming Interfaces (APIs) from both NetSuite and QuickBooks to build a custom connection from the ground up. This method gives you complete control over every detail of the data flow, allowing you to tailor the integration precisely to your unique workflows.
With a direct connection, you can automatically synchronize financial data in a way that perfectly matches your processes. However, this path requires significant in-house technical expertise, time, and resources. You’re not just responsible for the initial build but also for all ongoing maintenance, updates, and troubleshooting. This option is best for larger companies with a dedicated development team that needs ultimate flexibility.
For most businesses, third-party integration platforms offer a perfect balance of power and convenience. These tools, often called iPaaS (Integration Platform as a Service), act as a pre-built bridge connecting NetSuite and QuickBooks. They come with ready-made connectors and visual workflows that simplify the entire process, letting you get up and running much faster than with a direct build.
These platforms are designed to automate business processes and often support bi-directional data synchronization, meaning an update in one system automatically reflects in the other. This keeps your data consistent across the board without manual effort. While there’s a subscription fee, you save immensely on development and maintenance costs, making this the most popular and practical choice for many companies.
What if your business has extremely specific requirements that an off-the-shelf tool can’t meet? That’s where custom integration solutions come in. This involves hiring a specialized consulting firm or development agency to design and build a solution tailored to your exact needs. Because integration can be a complex process, especially with unique revenue models or legacy data, expert guidance can be invaluable.
This is the most expensive and time-intensive option, but it delivers a perfect-fit solution that handles every nuance of your business. If you’re dealing with high transaction volumes, complex compliance requirements like ASC 606, or intricate workflows, a custom solution ensures your systems work together flawlessly and scale with your growth.
To help you start your search, here are some of the top tools and providers that can connect NetSuite and QuickBooks. Each has its own strengths, so think about which one aligns best with your budget, technical resources, and business goals.
HubiFi goes beyond simple data syncing. As a data consultation firm, we specialize in creating robust, automated revenue recognition solutions for high-volume businesses. Our approach ensures your integration not only connects NetSuite and QuickBooks but also maintains ASC 606 compliance and provides real-time analytics. If your needs involve complex revenue streams and a demand for deep financial insights, our custom integrations are designed to handle it.
Celigo is a popular iPaaS that offers a pre-built integration template specifically for connecting QuickBooks and NetSuite. Its goal is to speed up accounting processes, cut down on manual errors, and give you a clearer financial picture. It's a strong choice for businesses looking for a dedicated, feature-rich platform to manage their financial data flows.
Dell Boomi is an enterprise-level iPaaS known for its power and scalability. It’s designed to handle complex integrations across an entire organization, not just between two systems. If you're in a large company with multiple cloud and on-premise applications to connect, Boomi provides a centralized platform to manage all your data flows.
Jitterbit is another leading iPaaS that aims to make integration faster and easier for technical and non-technical users alike. It uses a low-code, graphical approach to building integrations, offering a library of pre-built templates and recipes to accelerate the process. It’s a flexible solution for businesses that want to automate workflows beyond just finance.
Originally an independent connector and now part of NetSuite, FarApp specializes in ecommerce integration. If your business runs on platforms like Shopify, Amazon, or BigCommerce, FarApp is built to sync order, product, and customer data seamlessly with NetSuite. It’s the go-to choice for retailers and online sellers.
If you're looking for a straightforward, no-code solution, Skyvia is worth a look. It allows you to connect NetSuite and QuickBooks Online through a simple, wizard-based interface. This makes it accessible for teams without dedicated IT staff, allowing you to set up data syncs for customers, invoices, and payments without writing a single line of code.
StarfishETL is a flexible integration and migration tool that can connect NetSuite and QuickBooks. It’s known for its ability to handle complex data mapping and transformations, making it a solid option if your data structures are particularly unique or require significant cleanup before they can be synced between the two systems.
Zapier is a household name in automation, and it can connect NetSuite and QuickBooks Online for specific, trigger-based tasks. While it may not be ideal for syncing your entire financial database, it’s perfect for automating smaller workflows, like creating a new customer in QuickBooks when a new one is added in NetSuite. It’s fast, easy, and great for targeted automation.
Dancing Numbers focuses on the critical task of data migration and conversion. If your main challenge is moving historical data from one system to another accurately, their data conversion services can be a lifesaver. They help ensure a clean transition, which is a foundational step for any successful integration project.
Choosing an integration solution isn't just about picking a tool that connects Point A to Point B. The right platform acts as the central nervous system for your financial data, ensuring everything flows smoothly, accurately, and securely. As you evaluate your options, think beyond the basic connection and look for features that will support your business as it grows. A little due diligence now can save you from major headaches down the road. Focus on solutions that offer robust automation, customization, and security to build a financial tech stack you can truly rely on.
The whole point of an integration is to eliminate manual data entry, so strong automation is non-negotiable. Your solution should be able to transfer data between NetSuite and QuickBooks automatically, without someone needing to press a button. This ensures your financial records are always up-to-date. When your data syncs in real time, you get a comprehensive view of your financial performance at any given moment. This allows your team to stop wasting time on tedious copy-and-paste tasks and start focusing on strategic analysis that actually moves the needle.
NetSuite and QuickBooks don't always speak the same language. One system might use the term "Invoice ID" while the other uses "Invoice #." This is where field mapping comes in. A quality integration tool lets you define how data from a field in one system corresponds to a field in the other. Look for a solution that offers both pre-configured maps for common use cases and the flexibility to create custom maps. Since no two businesses operate exactly alike, this ability to tailor the integration ensures the software adapts to your specific workflows, not the other way around.
Even the best systems can hit a snag. An incomplete data entry or a network hiccup can cause a sync to fail. What separates a mediocre tool from a great one is how it handles these issues. Your integration platform should have a clear system for flagging errors, notifying you of the problem, and making it easy to resolve. Some advanced solutions even use AI to find and fix errors automatically, preventing small issues from turning into massive data discrepancies. This gives you confidence that your financial data is always accurate and reliable.
You're dealing with some of your company's most sensitive information, so security has to be a top priority. Don't settle for anything less than a solution with robust, multi-layered security protocols. This includes data encryption, both while it's moving between systems and while it's at rest in a database. A trustworthy provider will be transparent about their strong security measures and how they protect your financial data from unauthorized access. This protects your business, your reputation, and your customers' trust.
Data needs to flow both ways. A change made in NetSuite should instantly appear in QuickBooks, and an update in QuickBooks should be reflected in NetSuite. This is called bi-directional, or two-way, sync. It ensures everyone on your team is working from the same set of numbers, creating a single source of truth across the organization. The most efficient tools achieve this by syncing only the changes, rather than re-syncing the entire dataset every time. This two-way sync capability is faster and reduces the load on your systems.
A seamless integration does more than just make your daily operations easier—it’s a powerful tool for maintaining compliance. With accurate, real-time data flowing between your systems, you can track revenue, payments, and receivables more effectively. This provides the clear audit trail you need to meet standards like ASC 606. By automating revenue recognition and ensuring data integrity, you can close your books faster, pass audits with confidence, and make strategic decisions based on a crystal-clear understanding of your cash flow. This is where a specialized solution like HubiFi can make a significant impact.
A successful integration doesn’t just happen—it’s the result of a thoughtful and well-executed plan. Before you connect your systems or write a single line of code, taking the time to build a clear strategy will save you from major headaches down the road. Think of it as creating a blueprint for your project. This plan will guide your decisions, keep your team aligned, and ensure the final result meets your business goals. A solid strategy covers everything from your specific technical needs to the people who will use the integrated system every day. By mapping out your path forward, you can anticipate challenges, allocate resources effectively, and set your project up for a smooth and successful launch.
First things first, you need a crystal-clear picture of what you want this integration to accomplish. Every business is different, so your integration needs will be unique, too. Start by mapping out your key financial workflows. Which data fields need to sync between NetSuite and QuickBooks? Are you looking for a one-way data push or a two-way synchronization? How often does the data need to be updated—in real-time, hourly, or daily? Answering these questions will help you define the scope of your project. If you’re feeling stuck, a data consultation can help you pinpoint your exact needs and avoid potential pitfalls.
Next, you need a plan for your existing data. An integration isn't just about future transactions; it's also about what you do with your historical information. Decide which data needs to move from one system to the other. This is the perfect opportunity to clean up your records by removing duplicates, correcting errors, and archiving outdated information. A clean dataset is the foundation of a reliable integration. You’ll also need to choose a migration method. While some businesses handle this manually, many use specialized tools or services to ensure a smooth and accurate transfer of financial history.
A realistic timeline is your best friend during an integration project. Break the process down into manageable phases: planning, configuration, data migration, testing, and deployment. Be sure to build in buffer time for unexpected issues that might pop up. The most critical phase to budget time for is testing. Rigorous testing is non-negotiable—it’s how you confirm that data is flowing correctly and that your financial reports are accurate. If your integration requires any custom development, factor that into your timeline from the very beginning, as it will add to the overall project length.
An integration requires two key resources: people and tools. On the people side, decide who will lead the project. Will you use your in-house IT team, hire a freelance developer, or partner with an integration specialist? For the tool side, you’ll need to choose your integration platform or middleware. These platforms act as the bridge between NetSuite and QuickBooks, automating the flow of information and business processes. When you explore different integration solutions, consider both the initial cost and the long-term value they bring through automation and efficiency. Make sure you allocate a budget that covers software, implementation, and any necessary consulting fees.
Finally, think about security and control. Once NetSuite and QuickBooks are connected, you need to define who can access and manage the integrated system. Establish clear user roles and permissions to protect your sensitive financial data. Determine who has the authority to view certain reports, modify integration settings, or manually sync data. Setting these ground rules from the start ensures data integrity and prevents unauthorized changes. This step is crucial for maintaining security and ensuring that your team members only have access to the information they need to do their jobs effectively.
A successful integration doesn’t happen by accident; it’s the result of a clear and thoughtful plan. Rushing the process can lead to messy data, frustrated teams, and costly fixes down the road. Think of this as your roadmap to a smooth transition. By breaking the project down into manageable steps, you can ensure every detail is covered, from cleaning up your data to training your team on the new workflow. This structured approach helps you stay on track, on budget, and confident in your new, connected system. Let’s walk through the five key phases of implementing your NetSuite and QuickBooks integration.
Before you connect anything, it’s time for a data deep-clean. The old saying "garbage in, garbage out" is especially true for system integrations. If your source data is inaccurate or inconsistent, you’ll only transfer those problems to your new setup, creating a bigger mess. Start by reviewing your key data sets in both NetSuite and QuickBooks. Pay close attention to customer records, vendor information, chart of accounts, and especially inventory levels. Make sure everything is accurate, up-to-date, and free of duplicates. A clean dataset is the foundation for a reliable integration and will save you countless headaches later.
Once your data is in great shape, you can start building the bridge between your systems. This is where you’ll set up the connection and define the rules for how information will flow. You’ll need to map fields between NetSuite and QuickBooks—for example, telling the system that a "customer" in one platform corresponds to a "client" in the other. Modern integration platforms make this process surprisingly straightforward, often using visual, drag-and-drop interfaces instead of complex code. This step is all about tailoring the data sync to your specific business processes and ensuring information lands exactly where it needs to.
Never skip the testing phase. Before you go live, it’s crucial to run a series of tests to confirm everything works as expected. Create a sandbox or test environment to sync a sample set of data between NetSuite and QuickBooks. Your goal is to validate that data transfers accurately, fields map correctly, and the sync triggers at the right times. This is your chance to catch and fix any errors in a low-stakes setting. Rigorous testing ensures the connection is stable and reliable, giving you the confidence to flip the switch on your live environment.
An integration is only as good as the people using it. Your team needs to understand not just how the new system works, but why the change was made and how it impacts their daily tasks. Since NetSuite is often used for more complex operations than QuickBooks, proper training is essential. Schedule sessions to walk everyone through the new workflows, from entering sales orders to reconciling accounts. Provide clear documentation and be available to answer questions. When your team feels confident and supported, they’re more likely to embrace the new process, ensuring a smooth adoption across the company.
Your integration isn't a one-and-done project. Think of it as a living part of your tech stack that requires ongoing attention to perform at its best. You’ll want to establish a plan for regular monitoring to catch any sync errors or API issues. Software updates to either NetSuite or QuickBooks could also require adjustments to your integration settings. By creating a proactive maintenance schedule, you can ensure your systems stay seamlessly connected and continue to support your business as it grows. This approach keeps your data flowing smoothly and prevents small issues from becoming major problems.
Understanding the full financial picture of an integration project is key to getting it right. The total cost isn't just a one-time fee; it’s a combination of software licenses, implementation work, and ongoing upkeep. While the price tag can range from a few thousand dollars to over $100,000, the investment is about creating a more efficient, scalable financial system. Let's break down the typical expenses so you can build a realistic budget and avoid any surprises along the way.
Before you even think about integration, you have the base cost of the software itself. These are the recurring fees you pay for access to NetSuite and QuickBooks. NetSuite generally has a higher price point, with monthly costs per user often falling between $100 and $300. QuickBooks, on the other hand, is known for its lower entry cost. These licensing fees are a foundational part of your budget and will continue for as long as you use the platforms, so be sure to factor them into your long-term financial planning.
This is where the bulk of your initial investment will likely go. The cost to get your integration up and running depends entirely on its complexity. A straightforward connection might be on the lower end, but projects with multiple custom workflows and data points can run anywhere from $30,000 to $100,000. This one-time fee covers the technical work of connecting the systems, mapping data fields, and ensuring everything communicates correctly. For a clear idea of what your specific project might cost, it’s helpful to look at a provider’s pricing information to understand their service tiers.
Once your integration is live, you’ll have ongoing costs to keep it running smoothly. These maintenance fees cover system updates, security monitoring, and technical support. Some providers charge a base monthly fee, which can be around $999, plus additional costs based on the number of users or annual license renewals. Think of this as the operational cost for maintaining a healthy, secure connection between your financial platforms. It’s a necessary expense to ensure your data remains accurate and your workflows continue to function without interruption as your business and software evolve.
It’s easy to focus on the initial quote, but hidden costs can quickly inflate your budget. Expenses for team training, data cleansing before migration, and customizations that weren't in the original scope can add up. The average integration project can range from $5,000 to over $100,000, and unexpected needs are often what push the final number toward the higher end of that spectrum. To stay ahead, ask potential partners for a complete breakdown of all possible charges, including support packages and fees for future upgrades. You can find more financial planning tips on our blog.
The true value of your integration isn't just about the money you save—it's about the efficiency you gain. To calculate your return on investment (ROI), look at both quantitative and qualitative benefits. You’ll see tangible improvements like automated payment processes and better inventory tracking, which reduce manual labor and errors. You’ll also gain more insightful business dashboards for smarter decision-making. By streamlining operations and improving data visibility, you empower your team to focus on growth. A personalized data consultation can help you map out the specific ROI your business can expect.
Connecting NetSuite and QuickBooks is more than just a technical project—it's a strategic move that needs a solid game plan. To avoid common pitfalls like data errors and system downtime, it’s best to follow a few key practices. Think of these as your roadmap to a successful, stress-free integration that actually makes your job easier and provides a reliable foundation for your financial data.
Before you sync a single piece of data, you need to decide on the rules of the road. This means mapping out exactly which data fields in NetSuite correspond to those in QuickBooks, how workflows will trigger data transfers, and how often information should sync. Thorough planning is the foundation of a reliable integration. Start by creating a data map and defining a "source of truth" for critical information like customer profiles or sales orders. This prevents duplicate or conflicting records and ensures everyone on your team is working with the same accurate data. For more complex data challenges, exploring expert insights in the HubiFi blog can provide additional clarity.
You’re moving sensitive financial data between two powerful systems, so security can't be an afterthought. Your integration solution should protect your data both while it's in transit and when it's at rest. This involves strong measures like data encryption and multiple layers of server protection. Work with your IT department to ensure your integration plan meets your company’s security standards. When choosing a provider, ask about their security protocols and how they handle access controls. Limiting data access to only the team members who absolutely need it is a simple but effective way to reduce risk. HubiFi builds its integrations with robust security to keep your financial information safe.
An integration isn't something you can just set and forget. You'll want to keep a close eye on its performance to catch any issues before they become major problems. Most integration tools allow you to schedule automatic data syncs, but you should also have a process for monitoring them. This means regularly checking logs for sync errors and performing manual spot-checks to confirm that data is appearing correctly in both systems. Setting up automated alerts for failed syncs is a great way to stay proactive. This continuous oversight ensures the connection remains stable and your data stays reliable. If you're looking for a solution with built-in monitoring, you can schedule a demo to see how it works.
NetSuite, QuickBooks, and your integration platform will all release updates periodically. While these updates often bring new features and security patches, they can sometimes interfere with your integration settings. To prevent unexpected disruptions, it's smart to have a plan for managing updates. Before applying an update to your live environment, test it in a sandbox or staging environment first. This allows you to identify and fix any potential conflicts without interrupting your team's workflow. Staying on top of updates ensures your systems remain secure and efficient, freeing up your finance team to focus on more strategic work instead of fixing broken connections.
Even with the best planning, you might run into an occasional hiccup. A sync might fail, or a data field might not map correctly. Instead of scrambling when something goes wrong, have a troubleshooting plan ready. This plan should outline steps for identifying and resolving common issues, and it should designate a point person responsible for managing the process. Rigorous testing during the implementation phase is your first line of defense, as it helps you catch and document potential problems early on. Creating a simple troubleshooting guide for your team can empower them to solve minor issues on their own and know who to contact for more complex problems. A clear plan minimizes downtime and keeps your operations running smoothly.
Once your NetSuite and QuickBooks systems are connected, the real work—and the real fun—begins. An integration isn’t just a technical link between two platforms; it’s a new foundation for how your finance team operates. The initial setup solves the immediate problem of manual data entry, but the long-term value comes from actively using this new, unified system to your advantage. It’s about looking beyond the initial sync and seeing the bigger picture.
Think of it as moving into a new house. The movers have left, the boxes are in, but now you get to decide where everything goes to make your life easier. Where can you streamline your daily routines? How can you organize things to find what you need instantly? The same principles apply here. By exploring new automation opportunities, diving into advanced reporting, and planning for future growth, you can transform your integration from a simple convenience into a strategic asset. This is your chance to build more efficient workflows, gain clearer financial insights, and create a setup that supports your business not just today, but for years to come. You can find more ideas for optimizing your financial operations on the HubiFi blog.
Your integration automates the obvious tasks, like syncing invoices and payments, but don't stop there. Look for other processes you can streamline. For example, you can automate the compilation of financial records for monthly closes or the recording of complex income and expense transactions that used to take hours. By letting the system handle these repetitive tasks, you reduce the risk of human error and free up your team to focus on more strategic work, like financial analysis and planning. The goal is to continuously ask, "What else can we automate?" and build on the foundation you've created. A well-connected tech stack is key to unlocking these efficiencies, and you can explore various integrations with HubiFi to see what’s possible.
With data flowing seamlessly between NetSuite and QuickBooks, you have a golden opportunity to generate more powerful reports. Instead of pulling data from separate sources and piecing it together in a spreadsheet, you can get a complete, real-time view of your company's financial performance. This consolidated data allows for more accurate and insightful reporting, helping you spot trends, identify opportunities, and make smarter business decisions. You can move beyond standard financial statements to create custom dashboards that track the specific metrics that matter most to your business. To see how automated data consolidation can transform your analytics, you can schedule a demo and see it in action.
An integration that works perfectly today might struggle as your business grows. That's why it's crucial to build with scale in mind. As your transaction volume increases and your business needs become more complex, your integration needs to keep up. This means carefully mapping out data fields, workflows, and synchronization processes from the start. Think about your five-year plan. Will you be adding new product lines, expanding into new markets, or adopting new sales channels? A well-designed integration strategy ensures your systems can adapt to these changes without causing bottlenecks or data integrity issues, allowing your operations to grow as smoothly as your revenue.
To ensure your integration remains a valuable asset for the long haul, you need to future-proof it. A key feature to look for is bi-directional data synchronization. This ensures that a change made in NetSuite is automatically reflected in QuickBooks, and vice versa, keeping your data consistent and reliable across the board. Using a dedicated integration platform often provides this functionality along with the flexibility to adapt as your needs change. By choosing the right tools and establishing a solid data management framework, you create a resilient financial ecosystem that can support your business's evolution without requiring a complete overhaul every few years.
Why would my company use both NetSuite and QuickBooks in the first place? It’s more common than you might think. Often, a company grows and acquires a smaller business that already runs on QuickBooks. Instead of forcing a difficult migration right away, they integrate the two systems. In other cases, different departments simply prefer different tools; your sales team might use QuickBooks for its straightforward invoicing while the finance department relies on NetSuite for its powerful, big-picture capabilities. An integration connects these separate worlds so data can flow freely between them.
What's the real difference between using a third-party tool and building a custom integration? Think of it as buying a great pre-built home versus hiring an architect. A third-party platform is like the pre-built home—it’s faster, more cost-effective, and designed to handle 90% of what most businesses need right out of the box. A custom integration is the architect-designed option; it gives you complete control to build a solution that fits every unique quirk of your business, but it requires a significant investment of time and money. Most companies find that a third-party platform gives them the perfect balance of power and practicality.
How long will this integration project take? The timeline really depends on the complexity of your financial data and the method you choose. A straightforward, no-code connection using a third-party tool could be up and running in a few weeks. However, a custom-built solution that involves cleaning up years of historical data and mapping unique workflows could take several months. The most important factor influencing the timeline is the quality of your initial planning and testing phases—time spent here always pays off later.
What's the most common mistake to avoid during this process? The biggest pitfall is skipping the planning phase and jumping straight into the technology. It’s tempting to just pick a tool and start connecting things, but that’s how you end up with messy data and a system that doesn’t actually fit your workflow. Taking the time to clean your data, map out exactly how you want information to flow, and define your goals is the single most important step. A solid blueprint makes the entire project smoother and far more successful.
Once the integration is live, is the work done? Not quite. The launch is a huge milestone, but the work shifts from implementation to maintenance and optimization. You’ll want to monitor the connection to ensure data is syncing correctly and plan for software updates from either NetSuite or QuickBooks, which can sometimes require small adjustments. This is also where the real value emerges, as you can start looking for new ways to automate workflows and use your newly consolidated data to create much more insightful financial reports.
Former Root, EVP of Finance/Data at multiple FinTech startups
Jason Kyle Berwanger: An accomplished two-time entrepreneur, polyglot in finance, data & tech with 15 years of expertise. Builder, practitioner, leader—pioneering multiple ERP implementations and data solutions. Catalyst behind a 6% gross margin improvement with a sub-90-day IPO at Root insurance, powered by his vision & platform. Having held virtually every role from accountant to finance systems to finance exec, he brings a rare and noteworthy perspective in rethinking the finance tooling landscape.
Copyright © 2025 HubiFi | All rights reserved.
