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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Edit in excel adding a...
Small and medium business | Business Central, N...
Answered

Edit in excel adding additional lines not working

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Posted on by CU13010319-0 458
I have super permission and have exported to excel with one line in the general journal. I am able to edit that line and change the line amount and send it back to Business Central via publish. But when I go and add additional lines to that sheet and click publish, those new lines do not appear in the journal. Any ideas why this is happening? I want to be able to copy and paste multiple other lines
I have the same question (0)
  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 50,243 Super User 2025 Season 2 on at
    Please make sure you have the correct batch name, Template Name, and the Line No. is unique. It should import successfully if you have all that information correct. Try to close and open that page after publish
  • Suggested answer
    Ramesh Kumar Profile Picture
    Ramesh Kumar 7,527 Super User 2025 Season 2 on at
    Can you please close everything and try again. Sometimes due to cache issues with multiple login you get these issues.
     
    Thanks!
    Ramesh
     
    If this was helpful, please check the "Does this answer your question?" box and mark it as verified.
  • Suggested answer
    PRao Profile Picture
    PRao 394 on at
    When adding new lines manually in Excel, some required fields (like Journal Template Name, Journal Batch Name, Line No., etc.) might be missing or incorrect.
    If primary key fields are not set or don't follow the system's expectations, Business Central silently rejects those rows during publish.
     
    Also please check the D365 excel license and OneDrive access.  

    Hope this will resolved your issues . 
     
  • Suggested answer
    Sumit Singh Profile Picture
    Sumit Singh 10,079 on at
    When you use Edit in Excel on a journal page (e.g., General Journal), the Excel add-in connects to the existing records via OData. This means:
    • You can edit existing lines and publish changes.
    • But adding new lines directly in Excel doesn't work unless:
      • The required fields are filled correctly.
      • The line structure matches what BC expects.
      • The Excel add-in is configured to allow inserts (which it usually doesn't by default).
    Required Fields for General Journal Line (Table 81)
    Here are the minimum required fields you must include for each new line:
    Field Name Description
    Journal Template Name Must match the template used (e.g., GENERAL).
    Journal Batch Name Must match the batch name (e.g., DEFAULT).
    Line No. Unique line number (e.g., 10000, 20000, etc.).
    Posting Date Date of the transaction.
    Document No. Reference number for the transaction.
    Account Type Type of account (e.g., G/L Account, Customer, Vendor).
    Account No. The actual account number (e.g., 40000 for G/L).
    Amount Positive or negative value depending on debit/credit.
    Bal. Account Type Optional but recommended for balancing (e.g., Bank Account).
    Bal. Account No. Optional but recommended (e.g., BANK01).
     Common Mistakes That Prevent Publishing
    • Missing Line No. or duplicate line numbers.
    • Incorrect or missing Journal Template Name or Batch Name.
    • Invalid Account Type or Account No..
    • Missing Posting Date or Amount.
    Note: This response was created in collaboration with Microsoft Copilot to ensure clarity and completeness. I hope it helps to some extent.
    Mark the Answer as Verified if this is Helpful.
     
  • Verified answer
    CU13010319-0 Profile Picture
    CU13010319-0 458 on at
    Found solution, don't copy and paste lines as they don't get color coded. Instead, enter a new line or drag and drop for the lines to be color coded and register to be able to publish to BC
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,331 Super User 2025 Season 2 on at
    Sorry, I'm not sure. Maybe if you insert a row in the middle instead of at the bottom, you can copy it.
     
    Thanks.
    ZHU
  • Suggested answer
    Sohail Ahmed Profile Picture
    Sohail Ahmed 11,136 Super User 2025 Season 2 on at
    This happens because when using Edit in Excel, Business Central tracks the original records by their primary keys. If you just copy/paste lines in Excel, those keys are missing so BC ignores them on publish. To add new lines, use the “New Line” button in Excel add-in (or enter valid keys manually), instead of copy-pasting.
     
    ✅ Mark this as the verified answer if helpful.
     
     

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