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Crestwood Associates

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


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    Are you tired of manually entering long and lengthy journal entries? Great news: now  you don’t have to!

    There is a simple-to-use new add-in tool and 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)

    1

    • 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

    2

    • 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, LLC – an Illinois/Indiana/Iowa Microsoft Dynamics GP Partner

     

    9 Responses to “Dynamics GP Journal Entry: Paste from Excel- Free Add in!”

    1. Jatin says:

      Excellent! But how do I get this Add-In into GP-2010 version? Is it compatible with 2010 or is it only available with latest version onwards?

    2. Crestwood Associates says:

      Hi Jatin,
      The free tool works with GP 10.0- GP2013. So that wouldn’t should not be a problem. Are you having trouble installing the tool? If you like we can do a screen share and I can assist you with setting this up. Thanks,
      Shelly Rugnone

    3. Milton says:

      I rarely comment, but I browsed a bunch of responses on this page Dynamics
      GP Journal Entry: Paste from Excel- Free Add in!

    4. chuckie says:

      I don’t see where to download free add-in tool, where can I get it?

    5. Crestwood Associates says:

      Hi Chuckie,
      We can give you a copy. If you email our support desk, they can help you with that. [email protected]

    6. Matt says:

      Can I get a copy of this add-in? It would be very useful to me.

      Thanks,

      Matt

    7. Hi Matt – our help desk can assist you with that. [email protected]. Thanks!

      Donna Krizik

    8. Rahman says:

      how can i download trial version of ERP accounts software?

    9. When I follow the directions, copy the DLL file to GP\Addins then unblock it, when I login into GP as SA it doesn’t ask to create any addins. Is there an option GP that needs to be changed in order to see the addin?

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