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

"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.
- How do I format my Excel file data for import into CCH Axcess™ Financial Prep.
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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