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Import

1 Excel tips and tricks

SYMPTOM Using different tools in Excel to find errors in an import file. Note: The steps outlined in this document are for Excel 2013. The exact steps may vary depending on what version of Excel is being used. RESOLUTION Procedure 1 (Conditional Formatting)…

2 How do I fix QuickBooks mapping errors?

SYMPTOM Common QuickBooks import errors and how to resolve them. RESOLUTION Procedure 1 (Changing company information in QuickBooks) The following error displays when importing from QuickBooks: "Company Name includes invalid special characters. A company…

3 QuickBooks Export Cannot Continue

SYMPTOM "Export Cannot Continue. One of the following conditions may apply:” A Company file is not open. QB is open with a Company selected, but the Company Home Page is not displayed. The User does not have Admin rights for QB. The "Don't allow any applications…

4 QuickBooks opens twice when importing from QuickBooks

SYMPTOM When attempting to import information from QuickBooks to Yearli, QuickBooks is opened again and the import cannot continue. RESOLUTION Procedure 1 (Disable User Account Control settings) Note: Disabling the UAC will require a restart of the computer…

5 The Database you are attempting to import from is already attached to the SQL Server Engine

SYMPTOM When attempting to Import from Previous, the follow error occurs: "The Database you are attempting to import from is already attached to the SQL Server Engine. If this is not last year's data, press back and select the option to import last year's…

6 The file you are uploading is missing required column headings or data

SYMPTOM When attempting to import, the follow message is displayed: "The file you are uploading is missing required column headings or data. You must include column headings and data for Payer Name & TIN and Recipient Name & TIN. Update your file…

7 Troubleshooting common import errors

SYMPTOM Common errors found on import files and how to resolve them. RESOLUTION Procedure 1 (What errors to look for) Text format When importing information into Yearli, the import process converts the information in the import file to Text format. Due to…