Nothing is happening when I try to import the trial balance from Xero. I have tried both Excel & CSV formats. I cannot get further than this step - please help.
Nothing happening when you try to import from Xero usually means one of these:
**1. Make sure you're inside a filing session first**
The Import Trial Balance button works inside the CT600 submission form — not from the main dashboard. Here's the correct path:
1. From your dashboard, click **Start Filing** next to LITTLE RACCOONS DAY NURSERY
2. Select CT600 (or CT600 + Accounts)
3. In the P&L section, click **Import Trial Balance**
If you're trying to upload the file from a different page, that's why nothing is happening.
**2. For the Xero direct connection (API)**
TinyTax connects to Xero via an API. Xero's free tier allows only one active connection — if it was previously connected under a different account, you may need to reconnect:
1. Go to Integrations in TinyTax
2. Disconnect any existing Xero connection
3. Reconnect with your Xero login
4. Then go back to the submission form and try again
**3. If the CSV/Excel upload still does nothing**
Try in a different browser (Chrome or Firefox work best — some extensions block file-picker dialogs). Make sure you're exporting the CSV from Xero's Trial Balance report with the date set to your accounting period end date.
Let me know which step you're at and I'll help you through it.
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**1. Make sure you're inside a filing session first**
The Import Trial Balance button works inside the CT600 submission form — not from the main dashboard. Here's the correct path:
1. From your dashboard, click **Start Filing** next to LITTLE RACCOONS DAY NURSERY
2. Select CT600 (or CT600 + Accounts)
3. In the P&L section, click **Import Trial Balance**
If you're trying to upload the file from a different page, that's why nothing is happening.
**2. For the Xero direct connection (API)**
TinyTax connects to Xero via an API. Xero's free tier allows only one active connection — if it was previously connected under a different account, you may need to reconnect:
1. Go to Integrations in TinyTax
2. Disconnect any existing Xero connection
3. Reconnect with your Xero login
4. Then go back to the submission form and try again
**3. If the CSV/Excel upload still does nothing**
Try in a different browser (Chrome or Firefox work best — some extensions block file-picker dialogs). Make sure you're exporting the CSV from Xero's Trial Balance report with the date set to your accounting period end date.
Let me know which step you're at and I'll help you through it.