What to do if an import doesn't go through

Start by looking at the valid/invalid counts on the review screen — every checked row needs to pass before anything can be saved.

1 minProUpdated Sep 2026

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Start by looking at the valid/invalid counts on the review screen — every checked row needs to pass before anything can be saved. The two things that trip people up most often: dates written in a different calendar than expected (these get left blank rather than guessed, so you'll need to fill them in), and a balance column that doesn't quite line up with your amounts (this is just a heads-up, not a blocker — you can still enter your opening or closing balance by hand).

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