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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
You can automatically export your NetSuite Balance Sheet to Google Sheets with scheduled refreshes that eliminate manual exports and maintain consistent formatting.
This guide shows you how to set up automated Balance Sheet exports that update daily, weekly, or hourly without logging into NetSuite.
Set up automated Balance Sheet exports using Coefficient
Coefficient provides direct access to NetSuite’s standard financial reports without requiring Saved Searches. Unlike manual exports or limited tools, you get seamless integration with scheduled refreshes that keep your data current.
How to make it work
Step 1. Connect Coefficient to your NetSuite account.
Install the Coefficient add-on in Google Sheets and complete the OAuth 2.0 authentication. Your NetSuite admin will need to handle the initial configuration, but this is a one-time setup.
Step 2. Configure your Balance Sheet import.
Select “Import from NetSuite” → “Reports” → “Balance Sheet” from the Coefficient sidebar. Configure your parameters including reporting period (current period, specific dates, or custom ranges), accounting book selection, and subsidiary filtering if using OneWorld.
Step 3. Set up automation scheduling.
Click “Schedule” after creating your import. Choose your refresh frequency: hourly for real-time monitoring, daily for standard reporting needs, or weekly for period-end processes. Set the specific time for daily updates based on your timezone.
Step 4. Enable auto-refresh for continuous updates.
Toggle on auto-refresh to maintain live data connection. This preserves historical data with each scheduled update and supports multiple subsidiary consolidation automatically.
Keep your financial data current without manual work
Automated Balance Sheet exports save time and reduce errors while maintaining the formatting your team expects. Start your free trial to eliminate daily manual exports from NetSuite.
