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Michael1537
Level 2

Importing COA from Excel to QBO

When trying to import COA all my Excel fields map properly but then I get a message in the upper left of the screen in a yellow/orange box that no records imported due to errors and to view the highlight items to make corrections.

 

I tried import from a CSV as well as an Excel workbook file.

 

However, there are no highlighted items...Any ideas??

 

Thank you!

5 Comments
AlexV
QuickBooks Team

Importing COA from Excel to QBO

Good day, Michael1537.

 

Let me help you in importing your Chart of Accounts.

 

It's possible that this is because of a browser issue. We can perform some troubleshooting steps to fix this. Let's start by using an incognito window and import your CSV file from there.

 

I suggest clearing the cache since it's can also cause errors in QuickBooks Online. Aside from that, make sure you're using an updated browser.

 

I've added some of the articles for your reference in importing Chart of Accounts:

Keep on posting if you need anything else. Wishing you all the best!

Michael1537
Level 2

Importing COA from Excel to QBO

Hello AlexV,

 

Thank you for your reply and your help but it doesn't appear to be a browser issue.

 

When I first posted my issue, I was in the QB app...This morning I tried it in both Edge and Chrome (after clearing the cache in each) and still go this error message:

 

0 of 86 accounts successfully imported.
We found some problems and couldn't import all of your data. Fix the info in the highlighted fields and try again.

 

A couple of more facts which may be relevant:

 

I'm importing "new" accounts; i.e., I'm not replacing/eliminating any existing accounts. Although I DID try an import with the existing accounts included but still go the same result.

 

I have bank & CC import transactions that need to be posted/cleared; is that a problem? Other than that I have only three (3) accounts with actual posting activity.

 

However, as mentioned in my prior post, nothing is highlighted. I guess I'll have to contact support on Monday?

 

Thanks again for your time and help!

SarahannC
Moderator

Importing COA from Excel to QBO

Thanks for getting back to us, Michael1537.

 

I've read your concern above and would like to help you out with this.
 

I can see you're putting a lot of effort and time to import accounts from Excel to QuickBooks Online. However, the process seems not that successful on your end. In your case, we'll need to investigate this further and look for the main reason why you're experiencing this kind of behavior. Also, our specialist will help us to find out what triggers the process.

 

With that being said, please consider contacting our specialist by following the steps below. This way, everything will be tracked using their appropriate tools and help you to continue to download these accounts accurately.


Here's how to get in touch with them:

 

  1. Click the Help icon at the upper-right corner.
  2. Click the Contact Us button.
  3. Let them know the error you'd received when trying to import accounts in QBO.
  4. Click Let's Talk.
  5. In the Choose a way to connect with us page,  select Get a callback.
  6. Enter needed your information.
  7. Then, hit Confirm my Call.

    qbo.PNG

 

Due to COVID-19, we have limited support and reduced our support hours too. To make sure we address your concern on time, you can check their work schedule in this article: Support hours and types.

 

Let me know how everything goes. I would like to ensure that you're good to go. I'll be around to assist you as soon as I can in case you still need help. Stay safe and be well.

Michael1537
Level 2

Importing COA from Excel to QBO

Apparently the issue is with trying to import Account Numbers; it is a known issue and should be resolved in the next update or two according to Support.

 

QBO recently increased the size of the Account Number field and if the Account Number is longer than 7 characters, the import has an issue.

Fiat Lux - ASIA
Level 15

Importing COA from Excel to QBO

@Michael1537 

For the time being, explore the the trial period of TPImporter as a workaround.

https:// transactionpro.grsm.io/qbo

 

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