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How to get account balances as of a specific date via SuiteAnalytics or API?
I’m building an integration that pulls account balances from NetSuite to use as opening balances in our internal system. I want to retrieve balances as of a specific date — for example, the balance of each account on January 1, 2024 — and I’d like to do this programmatically, preferably via SuiteAnalytics Connect (ODBC) or SuiteQL.
I currently:
- Use TransactionAccountingLine + Transaction + Account tables in SQL
- Filter posting = 'T' and trandate <= '2023-12-31'
- Group by account to get balances up to a specific date
I also calculate Retained Earnings separately by summing P&L accounts for prior years, and assign that total to our retained earnings account (e.g., 301000). This mirrors the logic in NetSuite’s Trial Balance report.
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