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

[Jesse MacDougall]

I found it easier to download in QFX format imports fine into gnu cash for
me

On Thu., Jan. 27, 2022, 19:56 , <davidcousens49 at gmail.com> wrote:

> 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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