RE: GL YTD balances

Hello – I do not use NetSuite, but have a client that does.  He is unable to provide a GL with correct YTD balances for the PL accounts.  The PL YTD balances are rolling from the date they started using NetSuite.  The BS accounts are correct.  They are on a fiscal year end of 8/31.

Is it possible to pull a GL report where the PL accounts only show a balance for the current year?  If so, detailed instructions on how to pull the report would be much appreciated.

j_k Rookie Asked on November 12, 2024 in How To's.
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1 Answers

for out of the box P&L report –  Use the date filter – define start and end date or use fiscal year – then refresh

Advanced Answered on November 19, 2024.
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