I can imagine how challenging it is to encounter a "Name missing" error when transferring Journal entries (JE) from Excel into QuickBooks Online (QBO). Let’s work together to resolve this and get your data accurately transferred.
Since you mentioned following the required formatting when importing your journal entries from QBO, we can do some troubleshooting steps that could help you import your transactions from QBO.
First, open your QBO account in a private browser to isolate if it's a browser-related issue.
Here are the shortcuts:
- Mozilla Firefox: CTRL + Shift + P
- Microsoft Edge: CTRL + Shift + N
- Google Chrome: CTRL + Shift + N
- Safari: Command + Shift + N
If you succeed in importing your journal entries in the private browser, I suggest clearing your regular browser's cache to help the program reset and run smoothly. You can also use other supported browsers as alternatives.
However, if the issue persists, I recommend contacting our Live Support team to further investigate why this happens when you import your journal entries into QuickBooks Online (QBO). They have the tools and expertise to diagnose the problem more thoroughly and provide you with a tailored solution. They can help identify any underlying issues that are not easily apparent and ensure that your data import is successful.
Once you've imported your transactions into QBO, you can check out this article on how to categorize bank transactions in the program: Categorize online bank transactions in QuickBooks Online.
I look forward to your response and hope all is well until we connect again. If you have any other questions about importing bank transactions in QBO, please feel free to reply below. The Community and I are here 24/7 to provide you with all the help you need.
