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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Adding Customer Invoic...
Small and medium business | Business Central, N...
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Adding Customer Invoices in General Journals - Error "Account Type or Bal. Account Type must be a G/L Account or Bank Account."

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Posted on by BCgs 470

I am in the process of copying over the customer/vendor data from our old system. I want to add in all of the old open invoices to the General Journal so the balances can be transferred to the relevant accounts.

So i am doing this with a general journal and adding "Document Type = Invoice" and "Account Type = Customer" but i get the error "Account Type or Bal. Account Type must be a G/L Account or Bank Account."

Any ideas on how to do this as i seem to have completely missed something?

(Essentially trying to do this... https://usedynamics.com/business-central/upgrade/customer-opening-entries/)

  • Suggested answer
    BCgs Profile Picture
    BCgs 470 on at

    I have realised what i have done. On the same line of the posting the "Bal. Account No." (right at the end of the line row) is pre-filled as "Customer" which needs to be changed to the relevant G/L Account.

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