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useratria_intelli
August 3, 2020
Question

We get a Line Accounts don't exist error while importing from CSV despite having added it to Chart of Accounts. We have also tried to create new and import new CSV.

  • August 3, 2020
  • 11 replies
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Original commenter did not share additional details

    11 replies

    Ryan_M
    August 3, 2020

    Hi @useratria_intelli,

     

    I'm here to assist you with this matter. But before we can proceed, I'd like to ask for additional details on the nature of what you want to import. The reason I'm asking is so I can provide you an accurate resolution. 

     

    Is this about uploading invoices, bank transactions, or something else entirely? 

     

    If it's a bank upload, see this article: Common errors for importing bank transactions using CSV. Which lists the usual messages you encounter during this process, along with their respective troubleshooting steps.

     

    Feel free to leave a comment below. I'm looking forward to hearing back from you. 

    Pranav1958
    August 29, 2020

    I want to add Bank account details to invoice

    AlcaeusF
    AlcaeusF
    August 29, 2020

    Welcome to the Community, @Pranav1958.

     

    I can help you add the bank account details to an invoice in QuickBooks Online.

     

    Currently, the option to enable a default field for the bank account details is unavailable. As a workaround, I recommend adding a custom field for the information you want to show in the sales form.

     

    However, you may need to enter the account details manually during the process. Here's how:

     

    1. Click the Gear icon in the upper-right corner.
    2. Select Custom form styles under Your Company.
    3. Choose a template, then press Edit below the Action column. 
    4. Go to the Content tab.
    5. Click the pencil icon at the top-right corner. 
    6.  Press +Custom field under Display. 
    7. Enter "Bank account" as the custom name. 
    8. Hit Done.
    9. Manually enter the account number when creating an invoice. 

    Additionally, I recommend the following resources, which contains information about customizing transactions, as well as the email content of the invoices:

     

    If you have additional questions or concerns while working in QBO, leave a comment below. I’ll be happy to help you out.

    gayatriluthfias20
    August 31, 2020

    Hi @useratria_intelli , may be you'll need this tool for easier import export in qb : https://transactionpro.grsm.io/qbo . Glad to assist you.

    CFOSecrets
    June 11, 2024

    Oy, I hated that program.  It's fussy and returns a million errors with no explanations.  Horrible waste of time.  Try the Right Tool add on. It's brilliant, for accountants, by accountants. You can literally draft up the JE in excel and cut and paste it into QBO. They're really good at matching up account names and numbers to the CoA--no fuss.  I pay $100/ month for my team to use them and it's worth every penny.

    ALaaELdin Emam
    August 14, 2023
     

    I'm facing the same issue, please find the attached image and advise the solution. Thanks in advance.

     

    Mich_S
    August 14, 2023

    Hi there, ALaaELdin. I'm here to help you isolate this.

     

    Based on the error, you likely have formatting issues when importing bills in QuickBooks Online. Make sure to carefully review and make any necessary edits to the mapping of the CSV file. Afterward, save a new copy of the file. Once done, proceed to reimport the updated file to your QBO company. See this for the detailed steps: Import your bills in QuickBooks Online.

     

    If the issue persists, I recommend contacting our Customer Support team. This allows them to investigate further and guide you on what to do next.

     

    As a workaround, you can manually enter the bills by using the +New menu. Here's how you can do it:

     

    1. Click on + New.
    2. Select Bill.                                                                                                                                                                                   
    3. In the Supplier ▼ dropdown, pick a supplier.
    4. From the Terms ▼ dropdown, choose the bill's terms. This is when your supplier expects to be paid.
    5. Add the Bill date, Due date, and Bill no. as they're recorded on the bill.
    6. Enter the bill details in the Category details section. Go to the Category dropdown, and choose the expense account you use to track expense transactions. Then enter a description.
    7. Enter the Amount and tax.
    8. If you plan to bill a customer for the expense, hit the Billable checkbox and enter their name in the Customer field. Learn more about billable expenses.
    9. When you're done, click on Save and close.

     

    For future use, see this guide to find out ways of applying payments toward bills: 

     

     

    Please let us know if you need more help handling your bills. We'll make sure to respond as soon as we can. Taka the best care!

    ALaaELdin Emam
    August 14, 2023

    Much Thanks for your support. but could you please clarify the meaning of "the mapping of the CSV file"? Do you mean matching every column in the sheet with the import sample?

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