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Why can’t I journal to a particular account?
Hannah Olsson avatar
Written by Hannah Olsson
Updated this week

If an account isn’t appearing when you’re trying to journal, it could be due to one of the following reasons:

For Xero Entities

Cimplico Workpapers inherits Xero’s rules about which accounts can and cannot have journals. For example:

  • Xero does not allow journals to Accounts Payable, Accounts Receivable, or Bank Accounts.

  • As a result, Cimplico Workpapers also restricts journals to these accounts when connected to Xero.

For Manual/CSV Entities

  • If you cannot journal to an account, it is likely because the account was not included in the imported trial balance.

  • Even accounts with NIL values (for both the current and prior year) need to be included in the CSV import if you anticipate journalling to them.

  • To resolve this, re-import the trial balance with the missing accounts added.

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