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Microsoft Dynamics GP (Archived)

Copying & Pasting in Great Plains GL

Posted on by 175

 Does anyone know if GP allows copying (cutting) and pasting on the GL side?  For instance, if I have a chart of accounts in one company and I want to cut and paste it into another company without having to manually enter every single account, is there a way to do this?  Thanks

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Copying & Pasting in Great Plains GL

    Guys,

    I know this became too late, but being late better than never! Excel Paste for Microsoft Dynamics GP has been released, please find product information below:

    www.di.jo/GPExcelPaste.aspx

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Copying & Pasting in Great Plains GL

    Hi Dale,

    No, you cannot copy and paste a chart of accounts from one company to another. Realistically, your options are:

    • Create the GL accounts manually. 
    • Import the chart of accounts from a spreadsheet using Integration Manager.
    • Create a macro that you can run in the new company to create the GL accounts.
    • Use the Copy Company utility to copy set up data from one company to another. This is downloadable from Partner / Customersource.

    If you are just starting with GP, it is likely that you still have access to Integration Manager for conversions (this comes with all new installs and gives you access to Integration Manager for about 90 days so you can upload your data from your old system etc.) Or, you may have purchased the full Integration Manager module, in which case you can use it anytime to import your chart of accounts.

    Hope this helps.

    One other option is to use eConnect if you have purchased it, however it is a lot of work just to integrate GL accounts.

     

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