How to connect Microsoft Excel with NetSuite

Streamline your workflow with ease! Learn how to seamlessly connect Microsoft Excel to NetSuite in just a few simple steps.
Learn more about NetSuite - www.fusiontaxe...
Need assistance from an outsourced controller? www.fusiontaxe...
Work with a certified-NetSuite CPA Team : calendly.com/d...
#NetSuite #NetSuiteIntegration #ExcelNetSuite #WebQuery #FinancialGuidance #howto

[@SarahWeigand-wn4qr]

hello, thanks for this video! I would love to know if you can help me with a problem I am having setting this connection up to GL data in netsuite. When I follow these steps exactly the PowerQuery is only bringing in my Debit value column and is completely missing the Credit value column. How do I fix the connection to include all columns?

[@fusioncpas]

Thank you for watching the video and your comment Sarah! To resolve the issue with PowerQuery only bringing in the Debit column, please check that both Debit and Credit columns exist and have data in NetSuite, review your PowerQuery settings to ensure all columns are selected, and ensure your NetSuite user has the necessary permissions to access all GL data.

[@JakobCantlon]

Can you web query financial reports in netsuite or is it only reports?

[@fusioncpas]

Yes, you can web query financial reports in NetSuite using SuiteAnalytics Connect. We have videos diving into Web Queries: th-cam.com/play/PLx8NI16t72UyIPRwm5rMGWbQoXDBHllaM.html&si=ZXOggeFFnvWAJ-Tz

[@rambop1183]

you absolute G

[@fusioncpas]

Stay tuned for more content-there's always something new to learn!