Dynamics GP Journal Entry: Paste from Excel- Free Add in!

Posted by Donna Krizik on March 25, 2013

Tired of manually entering long and lengthy journal entries? We have some great news for you: you don’t have to anymore!

There is a new add-in tool that is simple to use and, best of all, it’s FREE!

This add-in tool allows for a basic cut/paste operation of GL Journal Entries originating in Excel to the GL-Transaction Entry window. 

Here’s how to do it:

  • Create a spreadsheet with 4 columns: Account Number, Debit, Credit, Distribution Reference. (as seen below)

  • Copy the data from the Excel spreadsheet. You will not need to copy the column headers, just the data below it.
  • Open the transaction entry window.
  • Select Additional> Past from Excel or Ctrl+f. You will still need to enter the top portion: Batch ID, Date and Reference.

  • Save or Post when you’re done.

For more questions on this add-in tool contact Crestwood Support or call 847-394-8820 x7!

By Shelly Ann Rugnone, Support Analyst, Crestwood Associates

Share this:


Add your comment: