Outgrowing QuickBooks? Upgrade to NetSuite

Move Beyond QuickBooks with NetSuite

QuickBooks helps businesses manage their accounting, financial reporting, and cash flow efficiently.

Many businesses start with QuickBooks as their go-to accounting solution. However, as companies grow, they often encounter limitations in areas such as consolidations, customer relationship management, and inventory management. At Meridian Business, we help organizations assess these challenges and explore solutions that streamline their operations.

The Challenges of Scaling with QuickBooks

QuickBooks is a powerful tool for small businesses, but as organizations expand, they may find that it no longer meets their needs. Here are some common issues business owners face:

Consolidations Across Multiple Entities

Managing multiple divisions, locations, or product classes can become cumbersome in QuickBooks. Business leaders often require a consolidated view of their operations, but QuickBooks lacks robust roll-up reporting features. This limitation forces teams to rely on manual workarounds in Excel, consuming valuable time and resources.

Lack of Built-in Customer Relationship Management (CRM)

QuickBooks does not include an integrated CRM system. While third-party solutions such as Zoho, Sugar CRM, Salesforce, and Pipedrive can connect with QuickBooks, maintaining these integrations requires ongoing effort. The lack of a unified CRM platform means businesses struggle with data synchronization and efficiency.How well is NetSuite serving your business? Our comprehensive health checks provide a full review of your NetSuite-supported processes, identifying inefficiencies and offering actionable recommendations to improve system performance and user experience.

Limited Inventory Management Capabilities

QuickBooks offers some inventory management tools, but they are often insufficient for businesses with complex inventory needs. Many companies require real-time visibility into inventory status when creating sales orders. Without this functionality, businesses risk backorders and inefficiencies in order fulfillment.
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How Meridian Helps You Overcome These Challenges

At Meridian Business, we specialize in helping organizations transition from QuickBooks to more robust ERP solutions like NetSuite. Our team evaluates your business processes and recommends the best tools to optimize efficiency, accuracy, and scalability.

Seamless Business Consolidation

Meridian provides solutions that allow you to:

  • View and manage data across multiple entities effortlessly
  • Generate real-time financial reports with roll-up capabilities
  • Automate time-consuming manual accounting processes
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Integrated CRM for Better Customer Engagement

Our CRM solutions eliminate the need for separate third-party integrations. With a fully integrated CRM, you can:

  • Capture and track customer interactions in real time
  • Streamline sales pipeline management and forecasting
  • Enhance customer service with centralized account data

Advanced Inventory Management

Meridian equips businesses with inventory management tools that provide:

  • Real-time stock visibility across locations
  • Automatic order tracking and fulfillment updates
  • Seamless integration with sales and CRM platforms
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Why Upgrade from QuickBooks?

If your business faces challenges with consolidations, CRM, or inventory management, it may be time to consider a more scalable solution. Meridian Business offers expert guidance to help you evaluate whether an ERP transition is the right move for your company.

Take the Next Step

If you’re experiencing the limitations of QuickBooks, we invite you to explore your options. Our team can help you determine whether a transition to NetSuite or another ERP solution is the best path forward.

Contact us today to discuss how Meridian Business can help streamline your operations and drive business growth.

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See What Others Are Saying

"Meridian helped Pro1 embark on our first ERP installation in 2017. We’ve worked together through the ups and downs of fully migrating our company onto the NetSuite platform – from accounting, to sales and operations. Meridian has been responsive to our needs and a good business partner. We look forward to continuing work with their entire team as we build our business and continue to look for ways to maximize Pro1’s use of NetSuite."

Geoff Goss, VP of Marketing

Pro1 iAQ Boulder, CO

“Meridian has been very responsive and they treat our business like it’s their own."

Tim Carroll, Chief Financial Officer

American Royal Kansas City, MO

“Your team did an outstanding job getting Cobalt Ventures on its own NetSuite instance. [Meridian} was very dedicated to the success of our project and was instrumental in making sure we understood the status of the project, our responsibilities on the project and bringing the project in on schedule and under budget. Thank you for your dedicated efforts and we look forward to working with you again."

Chris Huber, Chief Operating Officer

Cobalt Ventures Kansas City, MO

“Meridian Business worked with us early on. They engaged with us to learn about our business and researched solutions for our needs. Even though we looked at other solutions, we ultimately came back to Meridian because they know our business better than anyone else. They dedicated a lot of time and energy understanding our needs and desires."

David Strickland Chief Operating Officer

Kenton Brothers Wichita, Kansas City, Mid-Missouri

"...we selected NetSuite to increase data visibility across the organization, consolidate systems, and streamline all order entry points - helping us continue our long history of providing customers with the highest quality products and services. Meridian's expertise in project management, data migration, and inventory management made us confident they would help meet the unique needs of our business."

Lauren Roberts, CEO

cfm Distributors

“AE Tools has been working with Meridian Business Systems to optimize our use of NetSuite. As our trusted partner, they helped us identify additional requirements for recurring billing and a revenue solution that we needed in order to do away with manual tasks related to managing customer subscriptions."

Caiyla Fry, Vice President

Financial Controller, AE Tools & Computers Olathe, KS

"We have been working with Meridian Business Services for about two years now. They have gone to great lengths to help us move smoothly into a new ERP system through their NetSuite implementation services. We have a business where each building is very custom built, which makes it difficult to fit into any ERP system. Being that we are very custom, we hit some bumps during our NetSuite implementation. Meridian went above and beyond to help make the system work to fit our custom business. We now have a large amount of financial information on a daily basis to help run our business like we have never had before."

Jeff Pinter, Chief Financial Officer

Worldwide Steel Buildings Greater Kansas City

"Fishtech Group has worked with Meridian for 3 years. We moved our business from a national accounting firm with a division that specializes in NetSuite, to the Meridian team in order to transform our NetSuite ERP during our growth from a startup to a $100M company. Meridian has always been extremely responsive, and their team’s technical knowledge has allowed us to drive efficiencies across multiple aspects of our business. They understand their clients’ needs and never try to oversell what is needed for a mid-market business. The Meridian leadership team has significantly outpaced the competition, and it is a pleasure to work with them."

Ryan Shreve, Chief Financial Officer

Fishtech Group Kansas City, MO