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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Import General Journal...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Import General Journals - D365 - fastest way

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Posted on by Community member
Hi,
 
I'm looking for the fastest and easiest way to import General Journals to D365FO.
Now we have a process with a Excel sheet that we import manually via Data management and when it's  proccessed we manually posts the journal.
Im looking for a soloution that allows us to save the excel sheets in a map, imports the journal to D365 and also can select correct legal entity.
 
Any one that has solved this in a simple way?
I have the same question (0)
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,803 Most Valuable Professional on at
    You can use Excel add-in real time integration feature to mitigate this.
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Hi,
    You can check out the blogs below to learn how to import general journals using excel.
    https://dynamics365foworld.wordpress.com/2018/04/05/import-general-journal-with-excel-add-in-and-post-in-dynamics-365/
    dynamicsax-fico.com
    For information on the functions and uses of excel add-in, you can simply view the link below:
    dynamics-tips.com
    Best Regards,
    Hana
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,730 Super User 2026 Season 1 on at
    Hi Martin,
     
    Are you looking for importing Excel sheets with a large number of lines or do you want to reduce manual steps?

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