QuickBooks and Nexonia to NetSuite Implementation for a California Architecture Firm

Discover how Versich migrated to a CA architecture firm from QuickBooks & Nexonia to NetSuite to streamline project costing and financial reporting.

QuickBooks and Nexonia to NetSuite Implementation for a California Architecture Firm
Financials + SuiteProjects

NetSuite ERP

Financials + SuiteProjects

Historical data migrated

6Years

Historical data migrated

QuickBooks and Nexonia

2 Systems Retired

QuickBooks and Nexonia

Budget vs actuals, time & expenses

Project Visibility

Budget vs actuals, time & expenses

Background - The Client Challenge

The client is a California-based architecture, planning, and land-use consulting firm supporting development projects from early due diligence through entitlements, permitting, and project completion. Their teams needed a stronger operational system because project delivery depended on accurate budgets, time tracking, expenses, billing, and project visibility.

Before the implementation, the firm used QuickBooks for finance and Nexonia for time tracking. That setup worked for basic accounting and timesheets, but it did not give leadership a reliable way to manage project performance. Project budgets, actual costs, billable hours, non-billable hours, and project-related expenses were difficult to see in one place.

  • There was no clean way to track project budgets versus actuals across active client work.
  • Project visibility was limited because financial activity and time tracking were split between QuickBooks and Nexonia.
  • Leadership could not easily see billable and non-billable hours by project, employee, client, or period.
  • Project-related expenses were not connected clearly enough to the project budget and project reporting process.
  • Reporting required manual consolidation, which made month-end review slower and less reliable.
  • The firm needed to keep six years of historical data, from 2020 to 2026, so reporting continuity would not be lost after go-live.

To solve this, we implemented NetSuite Financials and SuiteProjects, replacing both QuickBooks and Nexonia with one integrated platform for financial management, project accounting, time tracking, expense visibility, and project reporting.

Our Solution - What Versich Built

Versich led a full NetSuite implementation designed around the way a project-based consulting firm actually operates. The goal was not only to move accounting into NetSuite. The goal was to give the firm a practical project management and financial reporting foundation that could show budget, actuals, time, expenses, and billing from one system.

NetSuite Financials Foundation

NetSuite Financials Foundation

  • Configured the core NetSuite financial environment to replace QuickBooks as the system of record.
  • Set up the financial structure needed for day-to-day accounting, month-end review, project billing, and reporting.
  • Created a cleaner foundation for customers, vendors, project-related transactions, and financial history.
  • Reduced the need for offline spreadsheets by moving financial activity into one controlled ERP environment.

SuiteProjects for Project Accounting

SuiteProjects for Project Accounting

  • Configured SuiteProjects so the client could manage projects with better visibility into budgets, time, expenses, and actual costs.
  • Enabled reporting for project budget versus actuals, which was one of the firm's highest priorities.
  • Supported tracking of billable and non-billable hours so leadership could understand project effort and utilization more clearly.
  • Connected project-related expenses to project records so costs could be reviewed against the right client work.

Historical Data Migration

Historical Data Migration

The implementation included a full historical migration covering six years of data from 2020 to 2026. This was important because the client needed NetSuite to become useful from day one, not only for new transactions going forward.

  • Migrated historical data from the legacy QuickBooks and Nexonia environment into NetSuite.
  • Mapped legacy records into the new NetSuite financial and project structure.
  • Validated historical data so the client could continue reviewing prior-year activity after go-live.
  • Supported continuity for reporting, comparison, audit review, and leadership analysis.

Project Reporting and Visibility

Project Reporting and Visibility

  • Built the implementation around the client's need to see budget versus actuals for project work.
  • Improved visibility into billable and non-billable time across projects.
  • Enabled project expense tracking so leadership could see the true cost of delivery.
  • Gave finance and operations a better reporting foundation for project performance and profitability reviews.

The implementation replaced QuickBooks and Nexonia with NetSuite Financials and SuiteProjects, giving the firm one system for finance, time, expenses, and project reporting.

How the Implementation Worked

The project was structured to reduce disruption while moving the client from two disconnected tools into a single NetSuite environment. Each phase focused on making sure finance, project teams, and leadership could continue operating with confidence after go-live.

Step 1 - Understand the Current Process

Step 1 - Understand the Current Process

  • Reviewed how the client used QuickBooks for accounting and Nexonia for time tracking.
  • Identified the reporting gaps around project budgets, actual costs, billable time, non-billable time, and project expenses.
  • Confirmed the project reporting requirements needed for leadership, finance, and operational review.

Step 2 - Configure NetSuite Financials and SuiteProjects

Step 2 - Configure NetSuite Financials and SuiteProjects

  • Configured NetSuite Financials to support the client's accounting and reporting process.
  • Configured SuiteProjects to support project records, project budgets, time visibility, expenses, and actual cost reporting.
  • Aligned the setup to the way the firm manages client work, internal time, project costs, and financial review.

Step 3 - Migrate Six Years of Historical Data

Step 3 - Migrate Six Years of Historical Data

  • Migrated historical data from 2020 through 2026 so the firm could retain prior-year visibility.
  • Cleansed, mapped, and validated data before loading it into NetSuite.
  • Confirmed that migrated data supported finance reporting and project-related review after go-live.

Step 4 - Go Live and Retire Legacy Systems

Step 4 - Go Live and Retire Legacy Systems

  • The firm went live on NetSuite as the main platform for financials and project accounting.
  • QuickBooks and Nexonia were retired after the NetSuite go-live.
  • Users moved to one system for finance, projects, time, expenses, and reporting.

Business Impact

Business Impact

Business Impact

The client moved from a split QuickBooks and Nexonia setup to one NetSuite platform. Finance, project teams, and leadership now work from a more connected operating model where project activity and financial activity live together.

Clearer Budget Versus Actuals Reporting

Clearer Budget Versus Actuals Reporting

Project budget versus actuals became easier to review because project budgets, time, expenses, and financial transactions are now connected through NetSuite and SuiteProjects. This gives leadership a better view of where projects stand financially.

Better Visibility Into Billable and Non-Billable Hours

Better Visibility Into Billable and Non-Billable Hours

The firm gained better visibility into billable and non-billable time. This helps project managers and leadership understand utilization, delivery effort, and where time is being spent across client and internal work.

Project Expenses Connected to Project Performance

Project Expenses Connected to Project Performance

Project-related expenses can now be reviewed in the context of the project they belong to. This makes it easier to understand the true cost of delivery and review expense impact against project budgets.

Historical Reporting Continuity

Historical Reporting Continuity

Because six years of historical data were migrated, the client did not lose visibility into prior financial and project activity. The team can continue reviewing historical records while operating from the new NetSuite environment.

Legacy Systems Retired

Legacy Systems Retired

QuickBooks and Nexonia were retired after go-live, reducing system fragmentation and simplifying the firm's technology stack. NetSuite became the central platform for finance and project accounting.

REVIEWS

What Clients Say About Us