[VIDEO] Use the Export to Excel Function for Account Schedules with NAV/BC

I just taught my all-day Account Schedules class at the User Group Summit Pre-Academy days for the eleventh year last month. This year, my students asked me to please record a video of how to create the “Excel shell” I use to create financial statements quickly and easily every month. This is that video, shot in both NAV 2018 (which will apply to any version of NAV 2013-2018), and Business Central.

Use the Export to Excel Function for Account Schedules with Dynamics NAV

Use the Export to Excel Function for Account Schedules with Dynamics 365 Business Central

If you’ve taken one of my classes before, this is the final lesson of the day, the one that shows you how to tie it all together and get efficient with Account Schedules.

If you’ve never taken one of my classes before and you are still dumping your trial balance into Excel and pushing the data around every month give this a try instead.