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

[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
> _______________________________________________
> gnucash-user mailing list
> gnucash-user at gnucash.org
> To update your subscription preferences or to unsubscribe:
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> If you are using Nabble or Gmane, please see 
> https://wiki.gnucash.org/wiki/Mailing_Lists for more information.
> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.