(ESP) Import main accounts into a chart of accounts

  • Article

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use the Import main accounts form to import main account information into a chart of accounts. To import new or updated general ledger accounts, you must first download the template that contains the general ledger accounts. During the import process, Microsoft Dynamics AX verifies whether the account number already exists in the chart of accounts. If you import an account that already exists in the chart of accounts, the import process ends.

Import main accounts into a chart of accounts

  1. Click General ledger > Setup > Chart of accounts > Import main accounts.

  2. In the Chart of accounts field, select a chart of accounts to which you want to import the main accounts.

  3. In the Main accounts field, select the file that contains the main account information.

  4. In the Totals field, select the file that contains the main account totals information.

  5. Click OK to import the main account information into the chart of accounts.

See also

(ESP) Import main accounts (form)