[GNC] Importing csv files

[David Carlson]

Mark,

The Help manual chapter 6 gives a good starting point to configuring a
successful CSV transaction import.  However, it does not describe importing
accounts.

GnuCash is supposed to be able to import anything that it can export, so if
you try to find an existing account tree example in a test file, possibly
created by the Gnucash account setup wizard, you can try exporting it to
see what might work in the import direction.  If you have tried that and it
still fails, you should at least have a well detailed example to use when
you return to ask this group for additional help.



On Thu, Jan 19, 2023 at 8:43 PM Mark Bole <mark at bincomputing.com> wrote:

> By coincidence, I too am trying to import my QuickBooks well-tuned COA
> into GnuCash via CSV files.  I already knew to try the things
> recommended in this thread but still have indeterminate results. I
> realize by now that with the time already invested (especially after I
> finish writing this), I could have manually altered the sub-account
> status and been done with it, but I want to understand what is going on
> at a lower level.
>
> I broke my QB accounts into smaller chunks for better testing and
> recovery if needed. _/My first batch import of type BANK accounts worked
> fine!/_  But now, with the same CSV format, I find I cannot successfully
> import further small groups of account rows from CSV files.  The
> Preview, even more frustrating, can show that the first four or five
> input rows don't parse correctly, but then suddenly  row six is fine for
> import in the preview.
>
> Is there documentation somewhere as to allowed characters, field
> lengths, etc for CSV import of accounts?
>
> Here is an example of an import file that fails for me.  The top level
> and sub-accounts exist.  Why won't it import successfully?
>
> Type,Full Account Name,Account Name,Description,Account
> Color,Notes,Symbol,Namespace,Hidden,Tax Info,Placeholder
> ASSET,Current Assets:Other Current Assets:Ibond,Ibond,Treasury
> Direct,,,USD,CURRENCY,F,F,F
>
> -Mark B.
>
> On 2023-01-19 11:58, R Losey wrote:
> > Also, do you really need to import data from Quickbooks? I used Quicken,
> > not Quickbooks, but (by and large), I just started up GnuCash afresh and
> > went back to Quicken only when I needed to look things up.  Now that I'm
> > years into GnuCash, I have had no need to go back to Quicken.
> >
> >
> >
> > On Wed, Jan 18, 2023 at 7:30 PM rudy beuc<rudybeuc at gmail.com>  wrote:
> >
> >> Hello,
> >>
> >> I'm trying to migrate from Quickbooks to GnuCash.
> >>
> >> I'd like to keep as much information as I can for record keeping. To
> >> that end I've first been trying to import my accounts structure in via a
> >> csv file and failing badly.
> >>
> >> Pre Christmas holidays I was getting an error message I could not
> >> interpret. Now I've installed the latest stable version 4.13 and it just
> >> dies mid process.
> >>
> >> I'm running on Windows 11 and using open office to manipulate the csv
> >> files before trying to import.
> >>
> >> Where can I find a good discussion or indepth material on importing csv
> >> files, the expected format for them, ect...?
> >>
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-- 
David Carlson