Skip to main content

Posts

Showing posts with the label Excel import business central

How to Import Data from Excel in Business Central

Did you know you can use Excel to import data such as Payable and Receivable transaction into Business Central? This feature is available in both BC On Prem and BC Cloud.   Page: General Journals                1.        To start preparing data in Excel, first, you will need to prepare a “Template” from BC, so that it gives you a guide where to key in the data that you need in Excel later. Create an entry in General Journals screen.     Note: You can exclude the fields  by hiding some of the columns on the General Journal page, you can use the Personalise feature to hide the unused columns. Click here to check how you can customise the fields in General Journal page.          2.           You will need to copy the entry created. To select the line, select Option > Select More.             ...