"The Trial Balance is missing the account name on row...," when importing an Excel file into CCH Axcess™ Financial Prep.
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- Problem Resolution
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- "The Trial Balance is missing the account name on row...," when importing an Excel file into Axcess Financial Prep.
- Axcess Financial Prep
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.