Notifications
Announcements
No record found.
How to import excel file in general ledger in D365 finance and operations for one specific month for example July, this excel file has data related to ledger
Hi Adil,
How did you prepare the excel? is it the same as the ledger journal line?
If you are new please check the following blogs:
Please let us know if this helps you.
Thanks,
Hi @adilD365
As standard you can use either Excel add-in or Data management for importing journal lines.
Publish journal lines and documents from Excel - Finance | Dynamics 365 | Microsoft Docs
Importing vouchers by using the General journal entity - Finance & Operations | Dynamics 365 | Microsoft Docs
Hi adilD365,
Use either excel add-ins or Data management.
You can download the template, fit your data and then import it in system.
This template you can use to upload your ledger balances. Sample records are available here.
Import-General-journal.xlsx
Regards,Sourav
As others mentioned you can use General Journal data entity to import General journal entries. First make a import template by using export project in data management. Then copy data from source file to import file. Finally you can import the file using import project in Data management.
Prem
If the above answer helped you, Please close the thread as verified.
Thanks!
Alireza
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Martin Dráb 503 Most Valuable Professional
André Arnaud de Cal... 434 Super User 2025 Season 2
BillurSamdancioglu 278 Most Valuable Professional
