Hello, does anyone here know of a way to get balances to automatically refresh in an Excel Spreadsheet from NetSuite for balance sheet accounts? We are looking for a way to automatically refresh balances on demand to make it easier to reconcile balances

If you have it, ODBC has a table called ACCOUNT_PERIOD_ACTIVITY which is great but it only splits by department, not by class or location. Much quicker than querying the whole transactions table

@Phillip are you able to create a saved search that gives you the results you need? If so it is possible to embed the results in Excel.

@Chris Corcoran What do you mean by embedding the results in Excel? I have not done anything before with Excel and NetSuite

@Phillip Our company has an App (I don't want to be too salesy on the channel so DM me and I can give you the name) that allows you to run saved searches directly from Excel. You can refresh the search from inside of Excel as well. So in short, as long as you can create a saves search giving yu the desired results you can rerun it directly in Excel whenever you want.