Copying and pasting journals from Excel

For many users of Microsoft Dynamics GP, there is only one way to get journals into Dynamics GP and that is to manually key them in. For those users with a license for Integration Manager Financials, they can also import them from a spreadsheet or another source file.

Dynamics GP 2013 R2 introduced a new button on the action pane of the General Ledger Transaction Entry window that allows data to be copied and pasted from an Excel spreadsheet, or other tab delimited data source.

Getting ready

The data for pasting into Dynamics GP must be in a specific format, as shown in the following image:

The four columns can be labeled in any way but must be the order of Distribution Reference, Account, Debit Amount, and Credit Amount.

The dataset can contain as many rows as necessary, but for very large datasets a tool such as Integration Manager is still the recommended manner of getting the data into Dynamics GP.

How to do it...

To copy and paste the data from Excel...