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How to find the Chart of Accounts in NetSuite?
How to find the Chart of Accounts in NetSuite?
Updated over 3 months ago

Prerequisites

  • Access to NetSuite with appropriate permissions to view, edit, and export the Chart of Accounts.

Step-by-Step Instructions

  1. Navigate to Accounts

    • Log in to NetSuite.

    • Go to Lists > Accounting > Accounts.

  2. View and Manage Accounts

    • A list of all accounts in NetSuite will appear.

    • To organize the list, you can sort the accounts by type by clicking on the Type column header.

  3. Edit and View Account Details

    • You can directly edit and view the details of your accounts from this list by clicking on the account name.

  4. Export the Chart of Accounts

    • To export the list, use the Export option on the top left of the screen.

  5. Alternative Method: Access via Setup

    • You can also navigate to Setup > Accounting > Chart of Accounts to view the list of accounts.

FAQs

  1. How do I customize my Chart of Accounts in NetSuite?

    • You can edit account details directly from the Accounts list. Additionally, you can sort and filter the list to meet your specific needs.

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