Exporting Account Reconciliation Data
You can export Account Reconciliation data of various types as CSV files in NetSuite.
To export Account Reconciliation data:
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Go to NetSuite EPM > Account Reconciliation > Export Data.
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In the step Export Type, choose one of the export types. For the list of available export types, see Account Reconciliation Data Export and Import.
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Click Next.
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In the step Set Options, the following applies, based on your choice from the previous step:
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For the Organization Unit export type, click Finish to export the data in a CSV file.
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For the Profile export type, do the following:
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In the Preparer field, enter a preparer's Account Reconciliation user login as entered in User Details in the Account Reconciliation application.
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In the Reviewer 1 field, enter a reviewer's Account Reconciliation user login as entered in User Details in the Account Reconciliation application.
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Click Finish to export the data in a CSV file.
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For the Period export type, do the following:
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Enter the number of days to offset from the closing date.
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Click Finish to export the data in a CSV file.
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For the Global Period export type, click Finish to export the data in a CSV file.
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For the Application Period export type, click Finish to export the data in a CSV file.
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For the Currency Rates export type, do the following:
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From the Period list, select a period of your choice.
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Click Finish to export the data in a CSV file.
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Tip:To return to a previous step, click < Back or Cancel.
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For information about importing various Account Reconciliation data types, see the help topic Importing Account Reconciliation Data.