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Does anyone know of anyway to upload a journal from excel into Business Central?

Posted on by 5

Does anyone know of anyway to upload a journal from excel into Business Central?

I have tried rapid starting it and it will upload with no errors, yet doesn't show the lines i posted into the G/L Accounts I specified

Any help would be appreciated

  • Suggested answer
    Saurabh Shah Profile Picture
    Saurabh Shah 4,560 on at
    RE: Does anyone know of anyway to upload a journal from excel into Business Central?

    Hello, 

    If you are using Business Central Online (Saas) then you can also fill the Journal by Edit in Excel option. 

    Please follow below steps.

    1) Export template in excel by Edit in Excel option

    pastedimage1625601663943v1.png

    2) Once the template get exported in Excel. you can fill the data and click on publish to push the data into Business central. 

    Note: You may need to provide BC login credentials in excel add in. 

    pastedimage1625601751838v2.png

    Regards,

    Saurabh

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 288,459 Super User on at
    RE: Does anyone know of anyway to upload a journal from excel into Business Central?

    Hi Adellek1,

    As a follow up, can you tell us if your question was answered or is your question still open? If the answer(s) provided did help you, please mark them if it answered your question, so the post will get the status verified. This would help other community members which will be then directed to the correct replies.

    If you need more help please update with a reply.

  • YUN ZHU Profile Picture
    YUN ZHU 64,374 Super User on at
    RE: Does anyone know of anyway to upload a journal from excel into Business Central?

    Yes, you can copy from General Journals to Excel first, and then add the rows in the excel, and then copy all the rows directly back to BC.

    For example:

    [View:/cfs-file/__key/communityserver-discussions-components-files/758/Example0622.mp4:1024:768]

  • Suggested answer
    RE: Does anyone know of anyway to upload a journal from excel into Business Central?

    The configuration worksheet same as the package but it contains just a single table and its link with the configuration package.

    For copy-paste you need to have same column in excel and business central. Also include an empty column in excel if you have any empty field in lines in business central.

    I hope it helps.

  • Adellek1 Profile Picture
    Adellek1 5 on at
    RE: Does anyone know of anyway to upload a journal from excel into Business Central?

    Thank you, I have tried the configuration packages but it doesn't seem to work - unless I am doing something wrong. Never heard of worksheets, how does that work? Also copy/paste doesn't seem to work either?

  • Suggested answer
    RE: Does anyone know of anyway to upload a journal from excel into Business Central?

    Hi Adellek1,

    I hope you are doing well. You can use a configuration package or worksheet to import or export the data from an excel sheet.

    You can also use copy-paste functionality from Excel to Business Central.

    Regards,

    Muhammad Zaid

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