Question: how to import Excel file to Dynamics 365 Journal entry

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Hi I am one of your Dynamics 365 user

Dae Seo

dseo@cobraenterprises.ca

Could you please let me know "how to import data from excel to dynamics 365 general journal entries" ?

For your better understanding, please find the attached Screenshot (General Journal).

you can contact with me through my working email address dseo@cobraenterprises.ca

Thank you for your help in advance.

Dae Seo

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Dynamics 365 Business Central

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Khushbu Rajvi. 20,838 Super User 2025 Season 2 on at

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Please check this: https://ebs.com.au/blog/import-excel-journals-for-data-entry-efficiency-business-central

https://community.dynamics.com/forums/thread/details/?threadid=1f01517c-797e-4c98-948b-7a956efc17be

https://www.youtube.com/watch?v=FlkT4bwvKmQ

https://learn.microsoft.com/en-us/dynamics365/business-central/ui-work-general-journals

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Khushbu Rajvi. 20,838 Super User 2025 Season 2 on at

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Refer this too: https://www.encorebusiness.com/blog/how-to-easily-import-data-into-dynamics-365-business-central/

https://www.youtube.com/watch?v=Gfpazi1PR0k

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Mansi Soni 8,909 Super User 2025 Season 2 on at

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Hello, To import General Journal Entries from Excel into Dynamics 365 Business Central, you can follow multiple standard methods. The easiest approach is using the "Edit in Excel" feature, which allows you to open journal entries in Excel, modify the data, and publish changes directly back to Business Central.

For bulk imports, the Configuration Packages method is recommended. You can create a new package, add Table ID 81 (Gen. Journal Line), export the template to Excel, fill in the required data, and then import it back before applying the package. Alternatively, for quick imports, you can manually copy data from Excel and paste it into the General Journal lines, ensuring formatting consistency.

Using Configuration Packages is the best practice for structured imports, ensuring proper data validation and field mapping.

https://www.fenwick.com.au/solutions/advanced-general-ledger/docs/importing-and-exporting-your-general-journal-via-excel/
https://ebs.com.au/blog/import-excel-journals-for-data-entry-efficiency-business-central

Hope this answer will help you!

Regards,
Mansi Soni

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DS-31031407-0 26 on at

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Thank you but what I want to do is

1. Import an Excel information and then record it in 'General Journal'

2. Please find the attached - in my Dynamics 365, I don't see 'Edit in Excel', Please let me know how to add 'Edit in Excel'

Thank you for your help

Dae Seo

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Gerardo Rentería Ga... 25,384 Most Valuable Professional on at

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Hi, good day
I hope this can help you, and give you some hints.

Business Central Gen. Jrnl. Imports with Data Exchange Definitions – Josh Anglesea

Does anyone know of anyway to upload a journal from excel into Business Central?

Best Regards
Gerardo

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Khushbu Rajvi. 20,838 Super User 2025 Season 2 on at

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Read this: https://community.dynamics.com/forums/thread/details/?threadid=6a478aa7-50d4-4bc5-b647-c9d09ba21b2f

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Khushbu Rajvi. 20,838 Super User 2025 Season 2 on at

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Its Condition based action:

Check permission of user once: https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-edit-in-excel-lists

https://learn.microsoft.com/en-us/dynamics365/business-central/across-work-with-excel

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Khushbu Rajvi. 20,838 Super User 2025 Season 2 on at

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Click on share action and then you can Select open or edit in excel.

1.

2.Accept and continue

3. Sign IN

4. After signing page. You can enter data and then publish it to BC.

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YUN ZHU 95,750 Super User 2025 Season 2 on at

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Or you can paste directly from excel.

For example,

Business Central short video: Copy one or more rows in Excel and paste into a Business Central list

PS:

Dynamics 365 Business Central: How to use Edit in Excel in the browser/web (Excel Online)

https://yzhums.com/39161/

Dynamics 365 Business Central: Switching environments and companies directly in the Edit in Excel file

https://yzhums.com/39281/

Dynamics 365 Business Central: How to add custom fields in Edit in Excel

https://yzhums.com/39254/

Thanks.

ZHU

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