Hi, we are re-mapping the account types on our balance sheet report every month. We'd like to change the Account Type, but it's not possible in the UI. Has anyone done this? Is it possible with CSV import or API? The process I have in mind would be creating duplicate, mock accounts with different account numbers and names, moving over the balance, inactivating the original, then changing the name and number. However, I have no idea what the impact would be.

You can't change account type once you save it. NetSuite out of the box financial reports work predominantly based on account type, so if you use these report and need to move accounts around then you would need to do what you described: create new GLs and reclass amounts. You also need to know if you have anything recurring posting into your obsolete accounts e.g. integrations, memorized transactions etc.

If your pain point isn't functional and is purely for reporting purposes, then wouldn't you be better off just customizing a balance sheet report one time so that all of your accounts appear as you want them to on the report itself and then just running that report each month?

Correct as @kennkerp stated, once you move the balances from that date forward your Balance Sheet will be correct, but when viewing any historical reports it would be in the wrong accounts. You could feasibly (if your finance team approves and your auditors approve) reopen past periods and post monthly journals that would move the GL impact from the old account to the new one, so your historical reporting would be accurate. This is a similar process to when you implement a new instance of NetSuite and you want to bring in the last few years of historical data.

I don't believe that changing the names of individual account types is possible in ReportBuilder. It's the second level of the hierarchy, below the account name and above the balance.

You could create a custom balance sheet saved search and use Formula(Text) to rename accounts and account types

Ya, I don't think the accountants understand the system well enough to do that. You would have specify transaction types. Probably not feasible

Wouldn't it just be CASE WHEN {account} = '2100 Accrued Liabilities' THEN '2213 Purchase Accruals' END....?

It sounds like you're going to need someone who understands both the accounting AND NetSuite. It looks like they don't understand NetSuite and you don't understand the accounting. Without a solid understanding of both, I fear that any solution you implement could either fall short of expectations or make the situation worse.

lol

"we are re-mapping the account types on our balance sheet report every month." - Can you explain what this actually means? Why are you repeating the same steps every month? Why have you not just edited the report layout and saved it for future use? You shouldn't have to change the names of anything to reclassify them on a balance sheet. If the issue is purely from a balance sheet presentation perspective, then that should be all that is required. Apologies if I am missing something.

Create custom account field type on your account like a standard type field And create your report based on this custom field