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

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Account Balance transfer
Small and medium business | Business Central, N...
Suggested answer

Account Balance transfer

(0) ShareShare
ReportReport
Posted on by Samer Baskhayroun 559

Hi All 

I have a customer has the following case 

inventory Account 1136 contains balance  of 12000$ 

they decided to use another Account 1140 

Now they want to move the balance of 1136 (12000$) to the new account 1140 

so the account 1136 should have 0$ and 1140 will have 12000 $ 

How can we do that ?

I have the same question (0)
  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 193 User Group Leader on at
    RE: Account Balance transfer

    if these accounts are tied to the inventory subledger....

    1 - make sure direct posting is turned on

    2 - simple journal entry

    3 - make sure direct posting is turned off

    4 - verify inventory posting setup is set to new account.

  • Samer Baskhayroun Profile Picture
    Samer Baskhayroun 559 on at
    RE: Account Balance transfer

    Thanks a lot for the feedback

    i dont have much experiance in fainacial

    so how can i do  simple journal entry for GL ?

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 193 User Group Leader on at
    RE: Account Balance transfer

    Do you have a Bookkeeper or Accountant? It's a little difficult to explain debits and credits....

    You use General Journal, pick a batch name (Default is fine), Enter one line with your desired posting date, account type = GL, account no = 1136, credit or negative amount. Second line should have same posting date, account type = GL account no = 1140, debit or positive amount. Post

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…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

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

#1
Sumit Singh Profile Picture

Sumit Singh 2,204

#2
Rishabh Kanaskar Profile Picture

Rishabh Kanaskar 1,933

#3
YUN ZHU Profile Picture

YUN ZHU 1,885 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans