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Microsoft Dynamics SL forum
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Chart of Accounts Data Export

Posted on by 120

I have set up 2 new companies in Dynamics SL 2011 SP1.  All of our companies have separate databases.  I need to transfer the Chart of Accounts from one of these companies to the 2 newly create ones.

It looks like I should be able to do this with the Transaction Import screen, along with a control file and a data file.  I have created the control file that I will need, but I can't seem to find any way to export the Chart of Accounts into a data file.

I see how to export into Excel, but importing this does not work, and if I save it as a CSV, I don't know how to manipulate the data to allow the import.

Can anyone provide information on exporting to a dta file?

Thank you!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Chart of Accounts Data Export

    Another idea that is somewhat new would be to use the Quick Query functionality where the info can be exported to Excel.

  • bcordisco Profile Picture
    bcordisco 120 on at
    RE: Chart of Accounts Data Export

    I had not tried that, and it did exactly what I was looking for!  Thank you!

  • Verified answer
    Butch Adams Profile Picture
    Butch Adams 4,757 on at
    RE: Chart of Accounts Data Export

    Have you tried just highlighting every account in the original chart and hitting ctrl-c, switching companies and pasting it (ctrl-v) into the new chart?

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