This error is caused by special characters or Microsoft® Excel® functions in the imported data, or by corrupted data in the Microsoft® Windows Clipboard. 

To resolve, complete the following:

• Make sure that the Trial Balance is checked out to the user. 

• See our article on how to format data prior to using the Paste Trial Balance Import function.

• Verify there are no frozen panes in Microsoft® Excel® by scrolling up and down, also left and right. If so, please go to View > Freeze Panes > Unfreeze Panes.

• Ensure that both the  Microsoft® Excel® spreadsheet and Engagement or Workpaper Manager Trial Balance are in the same Microsoft® Excel® Instance.

1. Close all Microsoft® Excel® workbooks that are open.
2. If opened inside of Engagement or Workpaper Manager, click Tools > Options.
3. Uncheck the option Launch Separate Instance of Excel.
4. Re-open the import spreadsheet and retry to import the data.

• Clear the Microsoft® Windows clipboard. 

1. Click Start to open the Start menu. 
2. Type cmd in the search bar.
3. Right-click on the command prompt, and select "Run as Administrator."
4. Type in the following command: echo off | clip
5. Press ENTER. 
6. Reboot the machine to clear the Windows clipboard and retry again to try and copy and paste TB import the data.

• Import the data from another Microsoft® Excel® spreadsheet.

1. Create a new blank Microsoft® Excel® spreadsheet and place it on the desktop or within the binder.
2. Open the new Microsoft® Excel® spreadsheet.
3. Open the original Microsoft® Excel® spreadsheet with the data to be imported into Trial Balance. 
4. Highlight and copy the imported data from the original Microsoft® Excel® spreadsheet and paste the data as Value(s) onto the new Microsoft® Excel® spreadsheet.
5. Proceed with Paste TB Import using the new Microsoft® Excel® spreadsheet with the data to be imported. 

• If the source spreadsheet is opened inside Engagement or Workpaper Manager, only the source spreadsheet needs to be open.
  1. Close the trial balance.
  2. In the source spreadsheet, click importable range. 
  3. Right-click the importable range and click Copy.
  4. Right-click on the selected field and click Paste Trial Balance Import.
• If the source spreadsheet is opened outside of Engagement or Workpaper Manager, both source spreadsheet and trial balance must be open. 
  1. In the source spreadsheet click importable range. 
  2. Right-click the importable range and click Copy. 
  3. Switch window back to the trial balance in Engagement or Workpaper Manager.
  4. Click the Engagement ribbon or Workpaper Manager ribbon and click Import > Paste TB Import OR Click TB Setup > Import > Paste TB Import.
• Contact the system administrator and attempt to review by performing the following below:
  1. If antivirus is presently running, try disabling security configuration.  If issue improves or resolves please follow the below article:
     • What folder and file exclusions should be set for antivirus software to increase performance in CCH® ProSystem fx® Engagement or Workpaper Manager?
  2. Troubleshoot Microsoft® Windows permission settings:
     • How do I find the folder permissions that are required for CCH® ProSystem fx® Engagement or Workpaper Manager?
  3. Troubleshoot Microsoft® Trust Center Settings in Microsoft® Office
     • What are the recommended settings in Microsoft® Excel® and Word for opening workpapers from CCH® ProSystem fx® Engagement or Workpaper Manager?
  4. Try logging in on the machine with a different Microsoft® Windows profile.  If issue resolves try recreating the user a new Microsoft® Windows profile.
• If the issue persists, perform the steps below offer a work-around to the issue by bypassing the Microsoft® Windows clipboard and instead use the Import Conversion Wizard from the Engagement or Workpaper Manager addins.
  • Follow the below workaround by saving the source spreadsheet to a .(.txt) Tab or Comma delimited text file or save it as a CSV file, and use the Import Conversion Wizard function from the addin to import your data.
    1. In the source workbook click File > Save As. 
    2. Click the drop down menu next to "Save as type"  and change it to Text (Tab delimited) (*.txt) or CSV (Comma delimited) (*.csv).
    3. Browse and Save the file to the Desktop.
    4. In the Engagement trial balance click Import > Import Conversion Wizard > ASCII Text File.
    5. Browse to the location of the file and open it.
    6. In the Import window choose and click Comma or Tab delimited. 
    7. Click Next to import. 
    8. If issue still doesn't resolve please review this article:
       • Quotation marks are being added to the account, description, or account balance fields when using Paste TB import in CCH® ProSystem fx® Engagement and Workpaper Manager.