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NetSuite: Export the general ledger

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Summary

Learn about the process of exporting a general ledger file from NetSuite.


Notes


Extract data

Watch the following video on how to extract data or read the steps outlined below.

Open the video in YouTube for high resolution. 

  1. Navigate to Reports → New Search.
  2. Select Transaction.
  3. On the next screen, select Create Saved Search.
  4. On the Criteria tab, select the Posting, Account Type, and System Notes: Type options.
    mceclip2.png

  5. On the Results tab, select the Date, Type, Document Number, Account, Memo, Amount (Debit), Amount (Credit), Source, System Notes: Date, and System Notes: Set by options.
    mceclip1.png

    To avoid duplicate Date columns and make columns more readable, set the CUSTOM LABEL for System Notes: Date as Created Date, and System Notes: Set by as Created By

  6. Select Save & Run. When the results screen appears, click on the text document (Export - CSV) icon to export to CSV:
    mceclip1.png
    Note: We do not recommend exporting to Excel because NetSuite Excel exports to XLS (not XLSX) format, which have a 65,536 row limitation.

  7. The resulting CSV file should be in a format like the following:
    mceclip0.pngmceclip1.png


Next step: NetSuite: Transform the general ledger.


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