Hello there, Jesse.
If you're encountering line account not existing errors when importing journal entries, it’s likely due to mismatches between the account names in your CSV file and those listed in your Chart of accounts. The account names in the CSV file must exactly match the names in the Chart of accounts, including spelling, capitalization, punctuation, and formatting.
Here are some steps to help resolve the issue.
- Open your Chart of accounts and verify the exact spelling, format, and structure of the account names, including subaccounts if applicable.
- For subaccounts, format names in the CSV file as: Parent Account:Subaccount (e.g., "Utilities:Electricity").
- Avoid hidden formatting errors in the CSV file, such as extra spaces before or after account names. Ensure there are no typos or character mismatches.
- Confirm that your CSV file follows the correct structure, including columns for Date, Account Name, Debit, Credit, etc. Ensure the Account Name column and its rows correctly align with existing accounts.
- Verify that the account type is appropriate for the transaction being imported (e.g., expense, liability, or asset).
- Test the import process with a short CSV file containing only a few transactions to isolate issues.
- If possible, export a sample journal entry from your accounting software to use as a format reference. This ensures accuracy in mapping account names and file structure.
- Review any error messages generated during the import to locate the specific issue. These messages often pinpoint the account name or row that caused the failure.
Feel free to reply below if you have further questions or need clarification.
