NetSuite Tutorial | How to View the Chart of Accounts in NetSuite?

Speakers
Ron Danenberg
Ron Danenberg
CTO, Kolleno linkedin url
https://www.youtube.com/embed/PtuWp_k1VNQ?feature=oembed&autoplay=0&loop=1
video poster

NetSuite Training Summary

In this instructional video, Ron demonstrates how to access and view the chart of accounts in NetSuite.

He guides viewers through the process, starting from the menu by navigating to Lists to Accounting to Accounts. Ron highlights the functionality of sorting these accounts by type, by clicking on the column titles. He also points out the option to export the chart of accounts table, and the ability to edit and view account details.

How to view the chart of accounts in NetSuite: 

– Go to the NetSuite menu and navigate to “Lists.”

– From the “Lists” dropdown menu, select “Accounting.”

– Then, choose “Accounts” from the submenu.

– You will now see a list of all your accounts in NetSuite.

– To sort the accounts, click on the title “Type.” This allows you to organize accounts by type, such as accounts payable, accounts receivable, bank, etc.

– To export the table, click on the option located on the top left corner.

– For more information on exporting data from NetSuite, refer to another tutorial video.

– You can also edit and view your accounts as needed.