Free downloadable checklists from real projects.
A small library of one-page checklists and worksheets from real Boldbard projects — pre-migration audits, chart-of-accounts remaps, SuiteFlow approval matrices, and the scripts that ship under version control. Send a work email and the printable lands in your inbox.
Library
The first download. One short form.
Send a work email, get the printable back. We keep the library small so each artifact earns its slot by surviving real-world use.
Pre-migration data audit checklist for QuickBooks to NetSuite.
Twelve artifacts across four bands — master data, chart of accounts, transactions, and KPIs. The artifacts the Boldbard bench names at sign-off, the ones that hold week-three together. One printable page; email-gated so the bench can keep curating.
What you'll get
- Master data · 3 artifacts
- Chart of accounts · 3 artifacts
- Transactions · 3 artifacts
- KPIs · 3 artifacts
- 12 artifacts total · one printable page · email-gated download.
More on the bench
A short shelf, growing one printable at a time.
Each printable below solves a real, recurring problem owners hit during a NetSuite migration — we've written the worksheet from a project it came up on. Other printables in the queue:
- Chart-of-accounts remap worksheet — when you’re spending an hour mapping old accounts into the new chart
- SuiteFlow approval matrix template — when approver delegation falls apart the first time someone goes on PTO
- Saved-search audit checklist — when weekly refreshes stop matching what the controller sees
- Inter-company JE acceptance-test scenarios — when you’re wiring eliminations and need to know it works
Drop us a note if one of these would help a migration you're running — it jumps the queue.
Email signup
Get the next checklist by email.
Pop your work email in and the next printable lands in your inbox the day it ships — pre-migration audits, chart-of-accounts remaps, approval matrices. One short message per drop, no follow-on nudges.
Next printable
More resources
Get the new drops as they ship.
A single signup line for new checklists, postmortems, and SuiteFlow patterns as they ship from real projects. One short message when a new drop lands, nothing else.
New drops
Next step
Have a migration in flight?
The printables are the start of the conversation. Send four short fields about your business, your current finance system, and the gap — and we'll book a 30-minute call back.