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Import IIF File in QuickBooks Desktop Enterprise 2021

In this article, we tend to square measure progressing to discuss concerning Export or Import Intuit Interchange Format files in QuickBooks Desktop Enterprise in 2019 or Intuit Interchange Format File in QuickBooks Desktop, and What Errors comes while importing the Intuit Interchange Format Similarly, you’ll rent a comptroller or Certified Public Accountant on get in  +1-(818) 900-9884

In the event that you are utilizing QuickBooks 2019,

It would be ideal if you see Improved IIF Import in QuickBooks 2019. Intuit Interchange Format (.IIF) documents are utilized to fare or import QuickBooks Desktop information, to and from various stages, for better administration of organization records. This article fills in as a guide for sending out, bringing in, and altering .IIF documents. 

Exporting and Importing Limitations Of Importing IIF File in QuickBooks Desktop Enterprise

  • You can import exchanges, yet you can’t send out exchanges from QuickBooks.
  • There is a most extreme number of rundown sections which QuickBooks can process.
  • Imported IIF documents don’t make interfaces between transactions. When you import a receipt and its installment, they are not connected after the import. You should connect them, and every other match, in the Receive Payments window or Pay Bills window. On the off chance that you require an import arrangement that joins exchanges, allude to the Intuit Marketplace for outsider applications.
  • When bringing in get together things, you can’t import information in the thing’s custom fields.
  • You can’t import or fare Price Levels set up on a Per Item premise. Also You can import and fare Price Levels set up on a Percentage premise.
  • You can’t utilize IIF records to trade finance information from QuickBooks Desktop Bookkeeping to different items.
  • Also You can, notwithstanding, utilize them to send out finance information from Intuit Online Payroll and Intuit Full Service Payroll to QuickBooks Desktop bookkeeping items .
  • You can’t send out from the U.S. adaptation of QuickBooks and import into the Canadian form of QuickBooks, or the other way around.
  • You can’t enter numbers with driving zeros in Microsoft Excel when making and IIF import file. Work around: Change the arrangement to “Custom” and put a non-numeric character before the number.
  • Intuit does not offer helped specialized help for making or bringing in .IIF documents. Be that as it may, there are assets accessible on the off chance that you require help:
  • If the .IIF document was made by an outsider application, contact the application’s specialized help division.
  • Refer to the documentation furnished with the import unit you utilized.
  • Search the QuickBooks Learn and Support site (US) or In-Product Help (Within QuickBooks, press F1 on your console).Export .IIF files

Steps to export the file

  • Sign in to your organization record as the Admin.
  • Make beyond any doubt you are in Single User mode.
  • From the File menu, select Utilities > Export > Lists to IIF Files.
  • Put a check stamp alongside every one of the rundown you need to trade at that point click OK.
  • In the Export window:
  • From the Save in: drop-down, pick the area where you need to spare the .IIF document (regularly, this will be your work area).
  • In the File name field, erase the indicator (*) and type a record name.
  • Select IIF Files (*.IIF) for the record type.
  • Choose Save.
  • Select OK to the message that the document was effectively spared.
  • View the sent out document
  • Go to the area of the document.
  • Right-tap the sent out record and select Open With.
  • Choose Microsoft Office Excel.
  • If you get the wizard to change over a content document, click Next > Next > Finish.

Edit the exported file

  • Open the .IIF record.
  • Open Microsoft Excel.
  • From the File menu, click Open (in case you’re utilizing Excel 2007 pick the Office Button > Open).
  • Choose the area where you spared the .IIF record.
  • In the record type field, pick All Files.
  • Select your .IIF record at that point click Open.
  • Select Next > Next > Finish in the Text Import Wizard. The .IIF record is presently opened in MS Excel.
  • Make the vital alters.
  • Save the progressions you made to the IIF.
  • From the File menu, click Save (in case you’re utilizing Excel 2007, pick the Office catch > Save).
  • Select Yes on the incite that shows up.
  • Close Excel.
  • You will be provoked to spare the .IIF document once more, click Don’t Save.

Import .IIF files

Lists you can import

Chart of Accounts Customer:Job Vendor
Employee

Other Names List

Customer Type
Vendor Type Class Job Type
Item Payment Terms Payment Method
Shipping Method Customer Message Budgets
To Do Notes Sales Rep Price Level
Sales Tax Code

Transactions you can import

Account beginning balances Vendor bills Vendor bill refunds
Cash sales to customers Cash refunds to customers Credit card refunds to customers
Checks Credit card transactions Credit memos to customers
Deposits Estimates General journal entries
Invoices Payments from customers Purchase orders
Account transfers of funds

Reminders when importing transactions

  1. If you’re utilizing QuickBooks 2019 and there are issues with the import document, you’ll get a blunder and a message that gives insights about the issue, making it less demanding for you to recognize and settle the issue.
  2. You can’t fix an import so you should back up your organization document before continuing.
  3. You need to set up Accounts, Items, Names, and Sales Tax Items and Names.
  4. Also You can do this either by entering the information specifically into QuickBooks OR adding the code to your .IIF document. In the event that you don’t set this up, QuickBooks will naturally set up a portion of the information which might not be right or unusable. You will wind up with the accompanying circumstances:
  5. The A/R account is set up as a Bank account type and you can’t transform it to an A/R account.
  6. The Customer name is set up as an Other name and you can’t utilize it on an Invoice.
  7. Sales things and Sales Tax things are set up as Service things and they can’t be changed to some other Item types.

 

Steps to import the file

  1. Sign in to your organization record as the Admin.
  2. Make beyond any doubt you are in Single User mode.
  3. From the QuickBooks File menu, select Utilities > Import > IIF Files.
  4. Locate your .IIF record and feature it at that point select Open.
  5. Select OK on the spring up message affirming your information has been foreign made.
  6. Voila! Your Intuit Interchange Format File is imported in QuickBooks

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