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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 export NetSuite Trial Balance to Google Sheets with automated daily scheduling that ensures your Trial Balance data remains current for financial analysis.
This setup eliminates manual export tasks while maintaining consistent formatting for downstream formulas and analysis.
Set up automated Trial Balance exports using Coefficient
Coefficient enables reliable daily sync functionality that captures daily balance changes for trend analysis and supports multiple period comparisons in a single sheet.
How to make it work
Step 1. Connect NetSuite to Google Sheets.
Install Coefficient in Google Sheets and complete OAuth authentication. Your NetSuite admin handles the initial setup and RESTlet script deployment for secure API communication.
Step 2. Configure Trial Balance import settings.
Navigate to Coefficient sidebar → “Import from NetSuite” → “Reports” → “Trial Balance”. Configure report parameters including period selection (current, specific, or custom date range), accounting book selection for Multi-Book environments, and subsidiary selection for consolidated or individual views.
Step 3. Set up daily scheduling automation.
After import creation, click “Schedule” button and select “Daily” frequency. Choose specific time like 6:00 AM for pre-workday updates and enable “Auto-refresh” toggle for continuous operation.
Step 4. Optimize with advanced features.
Use column management to drag and drop reorder debit/credit columns, apply filtering for account type or number range filters, set row limits if focusing on specific account ranges, and create descriptive import names for multiple Trial Balance versions.
Maintain current Trial Balance data automatically
Daily sync preserves audit trail with scheduled import history while supporting trend analysis and multiple period comparisons. Get started with automated Trial Balance exports today.
