Exporting the GL File Using the Wizard

After the Batch wizard has created the necessary general ledger (GL) batches, the wizard displays a dialog indicating that each general ledger batch can be exported by double-clicking on it. When the record is selected by double-clicking, the Save As dialog box displays which allows the user to name the export file, select the appropriate export type, and select the directory location in which to save the file. The name is automatically generated, but may be modified for clarity. See the figure below for an example of the Save As dialog.

For the default GL Export driver (which is Microsoft Dynamics GP, formerly known as Great Plains), the GL batch export file is a standard comma delimited (.csv) or text delimiter (.txt) file.

Change the batch name after clicking Save, and modify the Effective Date for the batch, if necessary. Click OK to continue to specify the location and name for the batch file.