QB Issue Resolution:

IIF files enable you to import lists and transactions into your company file.

Detailed instructions
Before you import transactions:

  1. Since you cannot undo an import, you must backup your company file before proceeding.
  2. Before importing transactions, you need to set up Accounts, Items, Names and Sales Tax Items and Names. You can do this on one of two ways.
    • You can enter the data directly into QuickBooks OR
    • You can add code to your IIF file to import this data for you.
  3. If you do not set up this data, the import of transactions will set up some of the data, but much of it will be wrong or unusable:
    • The A/R account is set up as a type bank account and you cannot change it to a Type A/R account.
    • The customer name is set up as an other name and cannot be used on an Invoice.
    • Sales items and Sales Tax items are set up as Type Service items and they cannot be changed to any other type.

 

Import transactions:

  • Log in to your data file as the Administrator.
  • Switch to single user (SU) mode.
  • Go to File > Utilities > Import > IIF Files.
  • Browse to the location of your IIF file and highlight the file.
  • Click Open.
  • QuickBooks pops a message confirming your data has been imported.
  • Click OK on the message.