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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.”
Consolidating trial balance data across multiple entities manually is time-consuming and error-prone. You can automate this process by pulling multi-entity consolidated trial balance data directly into Google Sheets through API connections.
This guide shows you how to create a unified dashboard that combines trial balance data from all your subsidiaries with automated refresh capabilities.
Create consolidated trial balance dashboards using Coefficient
Coefficient excels at consolidating trial balance data from multiple NetSuite entities into a single Google Sheets dashboard. The system handles multi-subsidiary access, department filtering, and maintains NetSuite’s consolidation rules automatically.
How to make it work
Step 1. Configure multi-subsidiary access in NetSuite.
Ensure your NetSuite role has proper permissions to access all subsidiaries you want to consolidate. The OAuth authentication will cover all authorized subsidiaries once configured by your NetSuite Admin.
Step 2. Set up consolidated trial balance imports.
Use the Reports import feature to select Trial Balance reports with consolidated view mode. Choose the parent subsidiary to see rolled-up balances and configure elimination entries handling. Set the appropriate accounting book for proper consolidation rules.
Step 3. Create entity-specific imports for detailed analysis.
Set up separate imports for each entity’s trial balance using consistent naming conventions. Schedule synchronized refreshes across all entities to ensure data consistency. This approach maintains drill-down capability to entity-level detail while providing consolidated views.
Step 4. Build custom consolidation logic with SuiteQL.
For advanced consolidation requirements, write SuiteQL queries that join subsidiary and account data. Create custom consolidation logic with intercompany eliminations and handle currency conversions for multi-currency entities. Example query: SELECT subsidiary.name, account.accountnumber, SUM(transactionline.netamount) FROM transactionline JOIN subsidiary ON transactionline.subsidiary = subsidiary.id GROUP BY subsidiary.name, account.accountnumber.
Step 5. Automate the consolidation process.
Schedule all entity imports to refresh simultaneously for consistent reporting periods. Use Google Sheets formulas to create additional consolidation layers while maintaining the automated data flow. Set up email notifications for refresh status to monitor the consolidation process.
Transform your multi-entity reporting today
Automated consolidation eliminates manual processes and provides real-time visibility across all entities. The system preserves NetSuite’s consolidation rules while supporting complex ownership structures and minority interests. Start building your consolidated trial balance dashboard today.
