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Finance | Project Operations, Human Resources, ...
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Trial balance import

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Posted on by 27

Hi everyone!

Could you please advise how can we correctly upload trial balances into D365F&O?
Is there something like a best practice for this process?

Thank you in advance!

I have the same question (0)
  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,625 Super User 2025 Season 2 on at

    You mean you want to import beginning balances?

  • Suggested answer
    saurabh bharti Profile Picture
    15,039 Moderator on at

    Can you please check following,

    exploredynamics365.home.blog/.../

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,679 Super User 2025 Season 2 on at

    Hi Vladyslav,

    If you beginning balance, you can use data management and standard entity "General ledger" for import of data in general journal in D365FO.

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