[GNC] How to properly import a csv with the correct settings.

[Frank H. Ellenberger]

David, ISTR you had once improved
https://www.gnucash.org/docs/v4/C/gnucash-help/trans-import.html

W. you are interested on the sections containing "Match".

Regards
Frank

Am 28.01.22 um 04:55 schrieb davidcousens49 at gmail.com:
> It looks OK but the test is how it actually imports. 
> 
> If you have not imported to that set of books previously the import procedure
> will run a dialogue to match the entries in the Account column to internal
> accounts. AFAIK that dialogue has a button which will allow you to create new
> accounts where necessary but it has been a long time since I have had to do
> that. Many of the dialogues in GnuCash are not modal, i.e. they do not stop you
> from performing other actions while they are open unless absolutely necessary so
> it is likely you could go to the Account tab and create a new account from there
> anyway. The drop down lists in the dialogues are normally populated when they
> are called so the new account should then appear as an option to be matched.
> David Cousens
> 
> 
> On Thu, 2022-01-27 at 21:24 -0600, W Velishek wrote:
>> Hello All,
>>
>> I was using QuickBooks Online and exported the information to Excel 
>> Spreadsheets. I had someone clean up the Spreadsheet and convert it to 
>> .csv . Now I am trying to import the csv into GnuCash. I have previous 
>> GnuCash files set up but I always messed them up. So Importing this csv 
>> into a fresh GnuCash file. I chose the Business accounts template in 
>> GnuCash but no other custom accounts have been added. The csv that I 
>> want to import has 99% all of the business transactions from 2020 until 
>> recently so if I can get this imported properly there will be very 
>> little else for me to import.
>>
>> Included is a screenshot of the import process.
>>
>> -Please let me know what I have correct and what I have wrong or incomplete.
>>
>> -When I am importing this csv and I have to match accounts in the csv to 
>> accounts in GnuCash will I have the opportunity to create a new account 
>> or new sub-account right then during the import process?
>>
>> Thanks
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