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A
Andy-Davis
October 25, 2025
Question

I can successfully import a journal entry (CSV) to QBO, but I cannot import one that has Accounts Receivable as the account. I have ensured that the name is a customer.

  • October 25, 2025
  • 2 replies
  • 29 views

Is there any setting that I need to adjust in order to accomplish this? I don't get an error when I try to import this J/E...rather, when I am on the column header mapping screen and click the green "Next" button...nothing happens. Thank you for any guidance you can provide!

2 replies

Clark_B
Clark_BQuickBooks Team
QuickBooks Team
October 25, 2025

You don’t have to adjust anything in the settings, as you didn’t get an error when importing the Journal Entry, Andy.

 

To begin with, I recommend turning off account numbers before importing to ensure a smoother process. Once the import is done, you can re-enable account numbers. Also, please double-check the information in your spreadsheet. Please note that when selecting Accounts Receivable as the account name, the system requires the Name column to include a customer selection. Below are the details needed for importing.

 
  • Journal No.
  • Journal Date
  • Account Name
  • Journal/Description
  • Debits
  • Credits
 
For guidance on preparing your spreadsheet for importing into QBO, refer to this article: Import your Journal Entries.

 

If the issue persists, let’s try clearing your cache and Intuit-specific cookies to remove excess webpage data that’s causing the problem. Alternatively, you can use a different supported browser to rule out compatibility issues.

 

You may also want to consider checking out our QuickBooks Live Expert Assisted, who can assist you with importing data and journal entries.

 

We’re always here to help you if you have any other concerns.

A
Andy-DavisAuthor
October 27, 2025

Hi Clark,

 

Thank you for your quick response! I have tried your suggestions without any luck. I still cannot click the green "next" button after my fields are mapped. What is interesting is that if I take the same file and change the account name from Accounts Receivable to another account (cash, for instance) and save it and then retry the import then the button works without any issues. Thank you in advance for any further guidance you can provide.

 

Andy

 

C
continea
Level 5
October 27, 2025

Hey Andy-Davis,

 

Thank you for responding to us! It is interesting that it does that for a different account. I believe it is best to call us to investigate this matter further and to escalate anything that arises. Here's how to connect with us:

 

    1. Sign in to your QuickBooks Online company.
    2. Select Help (?).
    3. Select either tab to get started:
      Assistant: Get quick, personalized answers by selecting the 'Talk to a human' option. You can select one of the options below:
    • Start a chat with a support expert.
    • Get a call back from the next available expert.

 

I'll be here if you have any follow-up questions about this or need anything else. Have a wonderful day ahead!

Clark_B
Clark_BQuickBooks Team
QuickBooks Team
October 26, 2025
Hi there, Andy.
 
I just wanted to follow up to check if the resolution we provided helped resolve your issue. Please let us know if everything is now working as expected or if you’re still experiencing any problems.

We’ll be glad to assist further if needed.
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