Error: “The amounts in a journal entry must balance.” when Importing Trial Balance via CSV

User imported their Trial Balance through a Journal Entry and received an error “The amounts in a journal entry must balance.”

To import Trial Balance via Journal Entry import:

  1. Create a CSV import file that contains at least: Account, Currency, Date, and Amount (Debit Amount & Credit Amount) 
  2. Navigate to Setup Import/Export > Import CSV Records
  3. On the Import Assistant page:
    • Step 1: Scan & Upload CSV File
      • Import Type = Transaction
      • Record Type = Journal Entry
    • Step 2: Import Options
      • Data Handling = Add
    • Step 4: Field Mapping
      • Account <=> Journal Entry Line : Account
      • Currency <=> Journal Entry : Currency
      • Date <=> Journal Entry : Date (Req)
      • Amount <=> Journal Entry Line : Debit
    • Step 5: Save & Run

**Note: Remove the Entry No. line in the field mapping to create a single journal entry. CSV Import of Trial Balance can be imported via Journal Entry. Can be imported even if the Amount Credit is not included in the field mapping

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