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Microsoft Dynamics GP (Archived)

How to download Chart of Accounts

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Posted on by 60

Hello,

is there a way to download the Chart of Accounts that is currenltly being used in our GP system?

Thanks

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  • callen Profile Picture
    4,595 on at
    Re: How to download Chart of Accounts

    The segment master table, if it's been populated, as the values for each segment.  You could use SmartList Builder to create a SmartList using this table or write a SQL query on the table.

  • Richard Wheeler Profile Picture
    75,848 Moderator on at
    Re: How to download Chart of Accounts

    Are you saying if a user is trying to enter a value for segment three and that has three potential values of 100-Chicago, 200-New York, 300-Orlando, you want the user to be presented these three options? The closest you can come would be under Tools->Setup->Company->Account Format you can put labels on your segments and then when looking up GL account numbers while entering transactions you can sort on that segment.

  • haris eliades Profile Picture
    60 on at
    Re: How to download Chart of Accounts

    Thanks for your time.

    Basically lets say we have this account 15001-000-000-000-000

    I want a chart of accounts that would be able to tell me, what are the availble options to input into each category of numbers above.

  • Victoria Yudin Profile Picture
    22,768 on at
    Re: How to download Chart of Accounts

    Haris,

    Are you looking to export it into Excel?  If so, you can user SmartList for this - under Financial | Accounts.

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