5 NetSuite Cleanup Tasks You Must Do Before Year-End

Stop letting messy data and unreconciled NetSuite ledgers slow you down — the year-end checklist fixes critical issues like inventory GL mismatches, duplicate records, and unlocked periods so you start January with clean, reliable books.

Your year-end close isn’t just about compliance — it’s your one guaranteed chance to fix the NetSuite issues that quietly cost you time, accuracy, and confidence all year long.

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👋 WHO AM I?
I’m the founder of ExpandCFO, and this channel helps finance leaders, controllers, and NetSuite admins streamline their year-end close, improve ERP accuracy, and leverage clean data for smarter decisions. Expect actionable walkthroughs, best practices, and system optimization strategies.

⏱ TIMESTAMPS
0:00 Intro: Why a Year-End Checklist Matters in NetSuite
0:26 Biggest Risk: Inventory Journal Entries That Don’t Tie
1:14 Spotting & Fixing Inventory GL Mismatches
1:40 Duplicate Customers & Vendors — How They Hurt Forecasts
2:38 Cleaning Up AR/AP & Subledger Reconciliations
3:05 Roles, Permissions, and Workflow Drift Explained
4:02 Trusted Reports & Saved Searches Everyone Can Use
4:59 Closing Strong: What a Clean Year-End Looks Like