How to import/Update NetSuite Accounts via CSV

NetSuite Account Import/Update Template

If you're managing your business's finances using NetSuite, you'll appreciate the power of this software to help you keep track of your accounts. Here's a handy template to help you upload or update your chart of accounts via CSV Import. You can find this option under Setup > Import/Export > Import CSV Records.

NetSuite Account Import/Update Template Fields

Here are the fields you'll need to consider when creating your CSV file for import:

Field Name	Required	Description
Internal ID	Optional (for update)	Use this for updating existing accounts. Leave blank for new records.
Account Number	Yes	General Ledger account number (e.g., 4000).
Account Name	Yes	Name of the account (e.g., Sales Revenue).
Account Type	Yes	Must match NetSuite account types (e.g., Income, Expense, Bank, Credit Card, Accounts Payable, Accounts Receivable, etc.).

Sample Template (CSV Format)

Here's a sample of how your CSV file should look:

Internal ID,Account Number,Account Name,Account Type,Subsidiary,Description,Inactive
4000,Sales Revenue,Income,US Subsidiary,Product Sales,FALSE
6100,Office Supplies,Expense,US Subsidiary,Day-to-day supplies,FALSE
1234,2000,Accounts Payable,Accounts Payable,Canada Subsidiary,Updated Description,FALSE

How to Upload

Follow these steps to upload your CSV file to NetSuite:

1. Go to Setup > Import/Export > Import CSV Records.
2. Choose Record Type: Accounts.
3. Select Add or Update.
4. Upload your file.
5. Map fields.
6. Run Import and review the log for errors.

With this template and these steps, you should be able to easily manage your accounts in NetSuite. Happy accounting!