RealTime CEO
  • About Us
    • Nick Setchell – RealTime CEO
    • Vistage & TEC WorkshopsNick Setchell has been working with Vistage, the world’s largest CEO organization, since 2001.
    • NewsSee what’s happening with RealTime CEO.
    • Economic Update Report
    • Contact UsReach out to us. If you’re interested in booking Nick to give a keynote address or workshop at your conference, please include the date and location.
  • Concepts
    • Fiscal Focus Financial Statement AnalysisUnlock the hidden numbers in your P&L and balance sheet to see how you’re performing in 11 vital metrics.
    • Should We? / Can We?View, in real time, the actual financial impact of the hundreds of business decisions your team makes every month.
    • 24 Month Rolling ForecastingBlend your trailing twelve months with a rolling 12-month forecast to get a complete financial picture of your business.
    • J Curve ManagementTrack the number of investments you’re undertaking, the 3 phases of each, and the 5 rules for managing them.
    • Return on Operations – ROOView your return on operations percentage — your ROO % — the most powerful number to measure business success.
    • CEO Performance AnalysisBenchmark your performance as a private-company CEO against others in your industry.
  • Resource Center
  • Blog
  • Login
  • SUBSCRIBE

  • About Us
    • Nick Setchell – RealTime CEO
    • Vistage & TEC WorkshopsNick Setchell has been working with Vistage, the world’s largest CEO organization, since 2001.
    • NewsSee what’s happening with RealTime CEO.
    • Economic Update Report
    • Contact UsReach out to us. If you’re interested in booking Nick to give a keynote address or workshop at your conference, please include the date and location.
  • Concepts
    • Fiscal Focus Financial Statement AnalysisUnlock the hidden numbers in your P&L and balance sheet to see how you’re performing in 11 vital metrics.
    • Should We? / Can We?View, in real time, the actual financial impact of the hundreds of business decisions your team makes every month.
    • 24 Month Rolling ForecastingBlend your trailing twelve months with a rolling 12-month forecast to get a complete financial picture of your business.
    • J Curve ManagementTrack the number of investments you’re undertaking, the 3 phases of each, and the 5 rules for managing them.
    • Return on Operations – ROOView your return on operations percentage — your ROO % — the most powerful number to measure business success.
    • CEO Performance AnalysisBenchmark your performance as a private-company CEO against others in your industry.
  • Resource Center
  • Blog
  • Login
  • SUBSCRIBE

What are Duplicate Accounts in CSV files and how to fix them?

When data is loaded into RealTime CEO each month, the software checks for duplicate accounts in the CSV files – that is, the same account name more than once in a file.  RTC uses a tagging mechanism on the account description to identify the account and the file will not be imported if there are duplicates.

On importing CSV files into RTC, the system will report if duplicates are found and displays the rows within the CSV files the duplicates are found on.  There are 2 ways to fix this:

  1. Manually fix the duplications in the CSV file by editing the account name but you will need to do this every future month.
  2. Edit the duplicate account names in your General Ledger so you don’t need to manually edit every future CSV file.

After the CSV is fixed, you will need to reselect the file for uploading.

Note that an account description without a value (e.g. a heading) and the same account description with a value, is not considered a duplicate.



RealTime CEO
Company
  • About
  • Blog
  • Terms of Use
  • Privacy Policy
Contact Us
  • Support
  • Management Consulting
  • Keynote Addresses
Economic Updates
  • Sign up to receive our economic update
    Learn More

© 2023. RealTime CEO. All Rights Reserved