How To Export your NetSuite Journal Entry Report?

This tutorial will guide you through the process of exporting a report of your journal entries in NetSuite. Follow these simple steps to efficiently manage your financial data.

Steps to Export Journal Entries

📂 Navigate to Journal Entries:

• Go to the top menu and select: Transactions > Financial > Make Journal Entries.
• Click on “List” to view all journal entries.

📋 View Journal Entries:

• Wait for the page to load, displaying all your journal entries.
• You can choose between different styles, such as grid or report view.

🔍 Customize View:

• In the top left, select one of the predefined views provided by NetSuite.
• For more customization, explore the “Customize View” options to tailor the report to your needs.

💾 Export to Excel:

• Once satisfied with the report, click on the Excel icon in the top left.
• This will export the report directly to an Excel file.

Final Thoughts

Exporting a report of your journal entries in NetSuite is quick and straightforward. For more tips and tutorials, explore the resources available on Kolleno.

See you next time! 👋