web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Excel import of GL ACC...
Small and medium business | Business Central, N...
Suggested Answer

Excel import of GL ACCOUNTS

(0) ShareShare
ReportReport
Posted on by TMAC54 60

Hello all,

still truckin' on thru the setup of 365 gee it takes a while but i know it will be worth it in the end.

Todays Question

Another business I know also uses 365 BC their GL ACCOUNTS is almost exactly what I am trying to create in my business header  classes as well as sub classes.

Can this be exported to Excel then uploaded into my business, I note there is no template for the GL.

If this can be done it would save days of data entry.

I await the forums reply.

Many thanks

Tez

I have the same question (0)
  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,105 Moderator on at

    I would recommend you check out the edit in excel functionality.

    Then you can pretty much copy your data into an excel sheet and have your g/l accounts created in Business Central.

    docs.microsoft.com/.../across-work-with-excel

  • TMAC54 Profile Picture
    TMAC54 60 on at

    Hi Inge, thank you for your advise and link.

    However, I could not get it to work. I got the addin Business Central Add-in for Excel, followed the instructions but it  did not load. I am obviously missing a step somewhere. I think it is in trying to get it  to reload back in BC

  • Javier.Armesto Profile Picture
    Javier.Armesto 14 User Group Leader on at

    Hi, You could use rapidstart to export the other company's data and import it into the current one. First you must create a configuration package and export it and then import it into the company you are setting up

    docs.microsoft.com/.../across-import-data-configuration-packages

    --

    If I have been of help to you remember mark the answer. Thank you

    --

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,105 Moderator on at
    [quote user="TMAC54"]

    Hi Inge, thank you for your advise and link.

    However, I could not get it to work. I got the addin Business Central Add-in for Excel, followed the instructions but it  did not load. I am obviously missing a step somewhere. I think it is in trying to get it  to reload back in BC

    [/quote]

    Are you running BC on-prem or BC online?

    docs.microsoft.com/.../configuring-excel-addin

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 3,226

#2
Jainam M. Kothari Profile Picture

Jainam M. Kothari 2,047 Super User 2025 Season 2

#3
YUN ZHU Profile Picture

YUN ZHU 1,257 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans