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Microsoft Dynamics GP (Archived)

Uploading journal entries using excel

Posted on by 165

Is there a standard process for uploading journal entries into Great Plains using excel? If so what is it? Thank you!  I am new to Great Plains and appreciate any help/advice I can get!!

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  • Suggested answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Uploading journal entries using excel

    One of the best products that would ever think of, Excel Paste by Dynamics Innovations.

    One more suggestion, you could include the "Macro Code" within your Excel sheet so that you could use the generic functionality of Excel to enter the data into Dynamics GP. Though, this could be far more exhausting.

    Your feedback is highly appreciated to dig for further details if required.

  • Olaf Laos Profile Picture
    Olaf Laos 1,890 on at
    RE: Uploading journal entries using excel

    We have a GP utility called "Financial Elementz" that has an import facility to create GL Journal Entries into a Financial Batch directly from Excel. It lets you create separate mapping definitions (from within GP windows) to cater for spreadsheets with different column arrangements. I can send you a version to try if you are interested.

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    RE: Uploading journal entries using excel

    Dynamics Innovations has an execellent product called Excel Paste.

  • Suggested answer
    Richard Whaley Profile Picture
    Richard Whaley 25,195 on at
    RE: Uploading journal entries using excel

    There is no standard process but there are several tools that can do this for you.  You can use Integration Manager from MS or SmartConnect from eOne.  While there are others, many good, these are the ones that I know.  All require a license/purchase unless you already own them.

    If you are new to MS Dynamics GP, take a look at our publications.  They can help you learn your job very fast.  www.accoladepublications.com

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