DynamicAccounting.netYou, Me, and Dynamics GP

2014-06-09 · 2014

Weekly Dynamic: GP 2013 R2 Paste to GL from Excel

Tips & Hidden FeaturesGeneral Ledger & FinancialsExcel & OfficeGP 2013

Archived post from 2014. Dynamics GP and the links it points to have changed since; check current documentation before relying on version-specific steps.

Alright, it’s time to look at one of the most anticipated new features of GP 2013 R2, copying and pasting from Microsoft Excel to the GP GL.

The process is straight forward. You need the Excel sheet in a specific order:

Description, Account, Debit, Credit.

Capture

If you don’t have a description, that column can be blank but it needs to be there.

Use the cursor to select only the data, not any headers, and copy the data (Home>Copy, Right Click + Copy, CTRL+C).

In GP, start a GL transaction (Financial>Transactions>Financial>General)

Click the big Paste button on the ribbon, next to copy. The data will be pasted in.

Capture1

You still have to fill out the rest of the information, Date, Batch, Reference, etc. Copying and pasting only works one transaction at a time, but it works.