CSV import to accounting list
# ask-stanley-ai
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CSV import to accounting list
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AI generated answer (using internal Slack threads):
To import data to the accounting list in NetSuite, you can use CSV imports. Here's a general process that has been used: 1. Download the necessary reports (for example, AMEX reports). 2. Use a template configured in Excel with lists for the GL accounts/names. This template should use a VLOOKUP to grab the internal ID for each GL account selected. 3. Import the CSV into NetSuite. This process can be sped up using CloudExtend Excel for NetSuite. You can find more information on how to do this [here](https://support.cloudextend.io/cloudextend-excel-for-netsuite/business-use-cases/importing-credit-card-or-bank-statements-into-netsuite-as-journal-entries). However, please note that not all data can be imported via CSV. For example, price levels cannot be directly imported. Only the data that goes in them for each item can be imported. As for exporting budget data to CSV from NetSuite, you can do so by navigating to the budget list in NetSuite. The URL for this is:
<https://system.netsuite.com/app/accounting/transactions/budgetlist.nl>
. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835655749
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820214093
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.807423472
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