How to Import General Ledger Reports from NetSuite into Excel

Financial teams need quick access to General Ledger data. But exporting from NetSuite is tedious and creates static snapshots that quickly become outdated.

What if you could maintain a live connection instead?

This guide shows you how to import NetSuite General Ledger Reports directly into Excel, keeping your financial data fresh and analysis-ready.

Step-by-step guide to importing NetSuite General Ledger Reports

Step 1: Install Coefficient and connect to NetSuite

First, you’ll need to install the Coefficient add-in and connect it to your NetSuite account:

1. Open Excel
2. Go to the Insert tab
3. Click Get Add-ins
4. Search for “Coefficient” and install it
5. Once installed, open the Coefficient sidebar
6. Click “Import Data”
7. Select “NetSuite” from the list of connectors
8. Follow the authentication prompts to connect your NetSuite account

Step 2: Import your General Ledger Report

Now that you’re connected, it’s time to import your General Ledger Report:

1. In the Coefficient sidebar, select “NetSuite” under Finance & Accounting connectors
2. Click on “Reports”
3. Find and select “General Ledger Report” from the list
4. Configure any filters you need (date range, accounts, subsidiaries, etc.)
5. Choose where in your spreadsheet you want the data to appear
6. Click “Import” to bring your General Ledger data into Excel

Step 3: Set up auto-refresh (optional but recommended)

Keep your General Ledger data fresh without manual updates:

1. Click on the imported data in your spreadsheet
2. Open the Coefficient sidebar
3. Click “Set Refresh Schedule”
4. Choose your preferred frequency (hourly, daily, weekly)
5. Select the time and days for refreshes
6. Click “Save” to activate automatic updates

That’s it! Your NetSuite General Ledger Report is now in Excel and can stay updated automatically.

Available NetSuite data in Coefficient

Frequently asked questions

Take control of your financial data

Importing NetSuite General Ledger Reports into Excel doesn’t have to be a manual, time-consuming process. With Coefficient, you can create a live connection that keeps your financial data current and analysis-ready.

This approach eliminates the tedious export-import cycle and reduces the risk of working with outdated information. Your finance team can focus on analysis rather than data gathering.

The ability to schedule automatic refreshes ensures everyone has access to the latest financial data without manual intervention. And with automations for email reports and Slack alerts, you can keep stakeholders informed automatically.

Financial reporting becomes more efficient, accurate, and actionable when you connect NetSuite directly to Excel. Your General Ledger data transforms from static snapshots to a dynamic resource that supports better financial decision-making.

Try Coefficient todayReady to streamline your financial reporting process?and see how easy it can be to work with live NetSuite data in Excel.