Skip to main content

Copy/Paste A Journal Entry Into Dynamics 365 Business Central

Originally posted January 29, 2020

One of my favorite features within Dynamics 365 Business Central is the ability to copy & paste into a General Journal entry. This is something I always train super users on during implementation and it’s one of the most exciting features in my opinion. 

In order to be able to copy/paste into the journal formatting may need to be done beforehand. What I mean by this is your Excel spreadsheet must have the same number of columns as the journal does within BC. Below is an example of how I have my journal columns setup within BC. You can see I also have my Excel spreadsheet setup the same.


Business Central:




Simply highlight the information with Excel that you're looking to paste into BC. Tip: there is no need to include the header row in this selection.

Business Central:
Within BC open the General Journal and right click within the Posting Date field and select Paste. While the system is pasting the information into BC it is also validating the information making sure the Account Type and Account No. are correct. The system will not validate that the entry is in balance however.


Account Number Doesn't Exist

If the account number isn't correct or doesn't exist within BC then you'll get an error message as shown below. Once an issue is detected the rest of the entry will not paste into BC. Simply fix the issue within Excel or BC and delete out the lines that have pasted within BC and re-paste everything again.  


Popular posts from this blog

My DynamicsCon experience

DynamicsCon is a first-of-its-kind, free virtual learning experience for Microsoft Dynamics 365 (D365) and Power Platform users and professionals. Although it came out of the blue it was put together by a stellar team and it was highly successful in my opinion. 
In my opinion this event was successful because there was a need in the Dynamics community for high quality, free learning. DynamicsCon required all sessions to be prerecorded, and on top of that there was a live chat during every session where the presenter could interact with the audience. This was very new and very exciting for the attendees, especially during this world where all conferences are being cancelled or switched to virtual.  Sessions I attendedWhile there were several sessions within the Dynamics 365 Business Central track I only attended day 1 for the functional sessions. Below is a list of the sessions I attended. I've been consulting for D365BC for three years now and I was able to learn so much from each o…

Community Summit 2020 is next week

Community Summit North America is set to kick off next week October 7-9, 2020. 
Community Summit is one of my favorite conferences of the year. This year is sure going to be different since it's going to be held virtually. Not being able to hug my friends and meet many others in person is going to be the hardest part of attending virtually for me. Please give us speakers grace and know that we have all prepared for countless hours to present; however presenting virtually is going to be such a different experience since we won't get to see all your smiling faces in the crowd!  CommunityOne of the biggest things about Community Summit is the "community." Each UG has their own community, but lately the lines are becoming more blurred. Since Microsoft has introduced the Power Platform and it's capabilities across all Dynamics products, I've been able to learn from many other community users, consultants, and MVPs. Bringing people together and being able to learn fr…

My story to becoming a Microsoft Most Valuable Professional (MVP) for Business Applications

I've officially been a Microsoft MVP for 13.5 hours, but who's counting. I wanted to sit down this evening and write about how I felt this morning when I opened the email from Microsoft letting let me know that I was awarded the 2020-2021 Microsoft MVP award for the category Business Applications.

My story isn't that different from other MVP's in the sense that we all love our jobs and we love helping the community. It's been a personal goal of mine since 2019 to get a nomination and it wasn't until February 2020 that I actually wrote "Goal MVP" on the board in my office. I decided early on that I was never going to ask an MVP to nominate me because deep down I wanted someone to see the hard work I was putting into presenting at conferences, blogging, and the passion I had for the Microsoft Dynamics community. After all my whole career is based on people believing in me and giving me a chance to do something I've never done before.
First job - proc…