Learn the best methods to import new general ledger accounts into Microsoft Dynamics 365 Business Central using the Assisted Setup wizard, data templates, and proper Excel file formatting. Minimize manual effort and ensure a smooth import process with these proven steps.
Table of Contents
Question
Your company uses Microsoft Dynamics 365 Business Central for managing their financial records. They have recently expanded their operations and added new accounts to their chart of accounts.
You need to import the new general ledger accounts from an Excel file into the system with minimal manual effort.
What should you do? Each correct answer presents part of the solution. Choose 3.
A. Use the Assisted Setup wizard to import the general ledger accounts.
B. Identify the data templates to use for importing the accounts.
C. Ensure the Excel file is correctly formatted according to the identified data templates.
D. Manually enter each new account into the chart of accounts.
E. Export the existing chart of accounts, add the new accounts, and then re-import the entire chart.
F. Create a new chart of accounts for the new accounts and switch between the charts as needed.
Answer
A. Use the Assisted Setup wizard to import the general ledger accounts.
B. Identify the data templates to use for importing the accounts.
C. Ensure the Excel file is correctly formatted according to the identified data templates.
Explanation
The Assisted Setup wizard in Microsoft Dynamics 365 Business Central allows you to import data such as general ledger accounts from an Excel file, reducing manual effort (Correct_Answer_Option_A. Identifying the correct data templates to use ensures the data is imported correctly (Correct_Answer_Option_B. The Excel file must be correctly formatted according to these templates for the import to be successful (Correct_Answer_Option_C. Manually entering each account (Distractor_Option_D), re-importing the entire chart of accounts (Distractor_Option_E), or creating a new chart of accounts (Distractor_Option_F) are not efficient or practical solutions.
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