The data file may contain multiple tabs or worksheets.
Split the file so that it only contains one tab or worksheet.
QuickBooks data does not align with template columns.
QuickBooks inserts a blank column between each data column.
Before importing your data, remove all the blank columns from between the data columns in your .csv or .xls file.
You receive a report that there were Download Issues:
There are different things that can cause this. Click the 'Download Issues' button to view the details of each issue.
Here are some examples of the types of issues that can occur, and how to fix them.
[Record name] already exists. AroFlo does not upload records that already exist in the system. It gives this message for your information only; there is no action you need to take.
Surname cannot be blank. In AroFlo, 'Surname' is a mandatory field for client and supplier contacts. If your data does not contain surnames, you could enter the word 'Accounts' in the Surname column of your data file so that AroFlo has a value to import. For example, you could have a contact called Joe Accounts. Note: 'Surname' maps to 'Primary Contact Last Name'.
First name cannot be blank. In AroFlo, 'First Name' is a mandatory field for client and supplier contacts. If your data does not contain first names, you could enter the name 'Accounts' in the First Name column and 'Payable' in the Surname column, so your contact would be 'Accounts Payable'. Note: 'First Name' maps to 'Primary Contact First Name'.
7 [or Net 30, or some other value] is not a valid transaction term: Make sure the transaction terms in your data file use the exact same format as the transactions terms you have set up in AroFlo.
The 'orgname' field exceeded the size limit of 50: Abbreviate any names that are longer than 50 characters and try the upload again.
Your issue is not listed here and you'd like some help.