Dynamics GP Journal Entry: Paste from Excel- Free Add in!

Are you tired of manually entering long and lengthy journal entries? Great news: now  you don’t have to!

There is a simple-to-use new add-in tool and it’s FREE!

This add-in tool allows for a basic cut/paste operation of GL Journal Entries originating in Excel to the GL-Transaction Entry window.  Here’s how to do it:

• Create a spreadsheet with 4 columns: Account Number, Debit, Credit, Distribution Reference. (as seen below)

• Copy the data from the Excel spreadsheet. You will not need to copy the column headers, just the data below it.
• Open the transaction entry window.
• Select Additional> Past from Excel or Ctrl+f. You will still need to enter the top portion: Batch ID, Date and Reference

• Save or Post when you’re done

For more questions on this add-in tool contact Crestwood Support or call 847-394-8820 x7!

By Shelly Ann Rugnone, Support Analyst, Crestwood Associates, LLC – an Illinois/Indiana/Iowa Microsoft Dynamics GP Partner