)
Written by
Table of Contents
“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.”
Financial teams need quick access to Trial Balance data. But exporting from NetSuite is tedious and creates static snapshots that quickly become outdated.
What if you could maintain a live connection to your Trial Balance Report in Excel?
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect to your NetSuite account
-
Step 3:
Select Import from Reports and choose Trial Balance Report
-
Step 4:
Configure your report parameters and import
-
Step 5:
Set up auto-refresh to keep your data current
Step-by-step guide to importing NetSuite Trial Balance Report
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.
- Open Excel
- Go to the Insert tab
- Click Get Add-ins
- Search for “Coefficient” and install it from the Office Add-ins store
- Once installed, open the Coefficient sidebar
- Click “Import Data”
- Select NetSuite from the list of available connectors
- Follow the authentication prompts to connect your NetSuite account
Step 2: Import your Trial Balance Report
Now that you’re connected, it’s time to import your Trial Balance Report data.
- In the Coefficient sidebar, select “Import from NetSuite”
- Choose “Reports” from the data type options
- Browse or search for “Trial Balance Report”
- Configure any parameters for your report (date range, subsidiaries, etc.)
- Preview your data to ensure it looks correct
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set up auto-refresh (optional)
Keep your Trial Balance data fresh without manual updates.
- Click on the “…” menu next to your imported data
- Select “Schedule Refresh”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times for the refresh to occur
- Click “Save” to activate your auto-refresh schedule
With auto-refresh enabled, your Trial Balance Report will update automatically according to your schedule. This ensures you’re always working with the most current financial data without manual exports.
Available NetSuite data in Coefficient
Reports
- Comparative Income Statement
- General Ledger Report
- Income Statement Report
- Trial Balance Report
Objects
- Lists
- Saved Searches
- Datasets
- Records
Frequently asked questions
Take control of your financial reporting
Importing your NetSuite Trial Balance Report 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 accurate.
The ability to automatically refresh your data means you’ll always have the most up-to-date information for financial analysis and decision-making. No more manual exports or outdated spreadsheets.
Plus, with features like scheduled email reports and Slack alerts, you can ensure your entire team stays informed about critical financial metrics without extra work.
Financial reporting shouldn’t be a bottleneck in your workflow. By streamlining the connection between NetSuite and Excel, you can focus on analysis rather than data gathering.
Try Coefficient todayReady to transform how you work with NetSuite financial data?and experience the difference that automated, real-time data can make for your financial reporting.
Related NetSuite Use Cases
How to Import Income Statement Reports from NetSuite into Google Sheets
Learn how to import NetSuite Income Statement Reports directly into Google Sheets using Coefficient. Get real-time financial data with automated refreshes for better financial analysis and reporting.
How to Import NetSuite Datasets into Google Sheets
Learn how to seamlessly import NetSuite Datasets into Google Sheets using Coefficient. This step-by-step guide shows you how to access, analyze, and automate your financial data.
How to Import NetSuite Lists Data into Google Sheets
Learn how to seamlessly import NetSuite Lists data into Google Sheets using Coefficient, enabling real-time financial data analysis and automated reporting.
Frequently Asked Questions
-
How to generate Trial Balance report in NetSuite?
In NetSuite, navigate to Reports > Financial > Trial Balance. Select your desired parameters including date range, subsidiaries, and accounting periods. Click “Run Report” to generate. The process can be time-consuming for large datasets. Alternatively, use Coefficient to import this report directly into Excel with just a few clicks, saving significant time and ensuring data accuracy.
-
How to automate importing NetSuite Reports to Excel daily?
Traditionally, you’d need to:
- Manually export from NetSuite daily
- Clean and format the data
- Import into Excel
With Coefficient, simply set up a scheduled refresh. Click the “…” menu next to your imported data, select “Schedule Refresh,” choose daily frequency, and set your preferred time. Your reports will update automatically.
-
How do I create a NetSuite Trial Balance Report in Excel?
Creating a Trial Balance report manually requires exporting data from NetSuite, importing to Excel, then building formulas and formatting. This process is error-prone and time-consuming. Coefficient streamlines this by directly importing your Trial Balance with proper formatting intact. The data remains connected to NetSuite, ensuring accuracy without manual rebuilding.
-
How to send NetSuite Trial Balance Report by email automatically?
Without specialized tools, you’d need to manually export the report, attach it to emails, and send it regularly to stakeholders. Coefficient’s automation features allow you to schedule email delivery of your Excel reports. After importing your Trial Balance, click “Automations” > “Email Report,” select recipients, customize the message, and set a schedule. Your stakeholders will receive updated reports automatically.
-
How to send slack alerts about Trial Balance data from NetSuite?
Traditionally, you’d need to manually check reports and then compose Slack messages when you notice important changes. With Coefficient, set up Slack alerts based on specific conditions in your Trial Balance data. Navigate to “Automations” > “Slack Alert,” define your trigger conditions (e.g., when certain accounts exceed thresholds), select your Slack channel, and activate. You’ll get automatic notifications when conditions are met.
Trusted By Over 50,000 Companies
