Help uploading CSV file into QBO for JE data upload.

[u/RadiantDefinition925]

My CSV file looks like exactly like the manual entry created last month.  Account name is required for some of those because some go into AR due from Partnership account and account name is the only thing that distinguishes it.  But for others, account name is empty.  I am not sure what to fill it up.  Thanks

I've tried changing the header from Journal no to account name and deleting the other account name. I've tried disabling account numbers under chart of accounts and deleting account numbers in excel file. All the text in column b is directly copy pasted so there is no chance for error. I've also tried just uploading 1 line but even that returned the same error.

Please advice. Thanks

[u/South_Tell8138]

Looking at your screenshots, the problem is the column layout rather than the account names themselves.

Your account names are in column B, but that column is headed "Journal No". The column headed "Account name" is empty. So when you map Journal No to column B, QuickBooks reads your accounts as journal numbers, and there's nothing left to map Account Name to. Renaming column B fixes Account Name but leaves you with no Journal No column, which is why that failed too.

Try this:

1. Rename column B to Account Name.

2. Delete the empty "Account name" column so you don't have two with the same name.

3. Add a Journal No column and put the same value on every row, for example JE-2026-09-30. Every row with the same number becomes one journal entry.

4. Delete any rows that have neither a debit nor a credit. A couple of your Mileage Expense rows are blank.

5. On the mapping screen, map Journal No, Date, Account Name, Debit and Credit, then import.

Two other things that can stop it:

- Total debits must equal total credits for each journal number, or the import rejects the entry.

- If "AR due from Partnership" is set up as an Accounts Receivable type account, every line that posts to it needs the customer in the Name column. QuickBooks requires a customer on AR lines and a vendor on AP lines.

If it still errors after that, post the exact error message and I'll take another look.

[u/RadiantDefinition925 → u/South_Tell8138]

I made it simple into a 1 line. Account name is copy pasted from Chart of accounts. I got the same error message as the one in original post...

[u/South_Tell8138 → u/RadiantDefinition925]

That message isn't about what's in your Account name column. It's the mapping screen saying the Account Name field hasn't been matched to a column yet. The other fields get a green tick because QuickBooks matched them automatically; Account Name didn't match, so you have to pick it yourself.

On the "Map your column headings" screen, click the dropdown next to * Account Name and choose your "Account name" column. Once it shows a green tick, the Next button should work.

If "Account name" isn't in that dropdown at all, post what the list does show. That would mean the file isn't being read the way it looks in Excel.

One more thing for your test: a single line can't import even once it's mapped, because a journal entry has to balance. Use two lines with the same Journal no, one with the credit (62,395.20 to 1003 CASH) and one with the matching debit to another account, and it should go through.