"The Trial Balance is missing the account name on row...," when importing an Excel file into CCH Axcess™ Financial Prep.
- Article Type:
- Problem Resolution
- Last Modified:
- 02/10/2020
Symptoms
- "The Trial Balance is missing the account name on row...," when importing an Excel file into Axcess Financial Prep.
Environment
- Axcess Financial Prep
Cause
N/A
Resolution
To resolve this issue, please attempt the following solutions below.
- Verify the Excel file is formatted according to all the rules in the article below.
- Import the data using a new Excel workpaper.
- Open the Excel data sheet that is having issues importing into Axcess Financial Prep.
- Open a new blank Excel workpaper.
- Copy the data needed (not more, such as blank cells) from the original Excel data sheet and Paste it into the new blank Excel workpaper.
- Attempt the import to Axcess Financial Prep using the new Excel with data copied over.
Additional Information
N/A
Solution Id | 000107528/000107528 |
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Direct Link |