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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Main accounts import u...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Main accounts import using Data import export management

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Posted on by Vinod Kumar Reddy 285

Hi All,

Can any one let me know how to import main accounts using data import export management.  i have selected Main account entity type and imported successfully but if  i go to GL COA there is no main accounts.

i think While importing main accounts we have to select particular COA if i right please guide me were we have to select COA.

Thanks,

Vinod

I have the same question (0)
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,805 Most Valuable Professional on at

    HI,

    Yes, thats correct, you need to add COA in your data entity "Main Account"

  • Suggested answer
    Junaid Idrees Profile Picture
    Junaid Idrees on at

    Hi Vinod Kumar Reddy,

    Make sure in your import file "CHARTOFACCOUNTS" and "MAINACCOUNTID" is filled up.

    0844.PNG

    Once you import the COA Make sure you attach Chart of Accounts and Fiscal Calendar on Ledger screen (GL > Ledger setup > Ledger)

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