QB Issue Resolution:
IIF files enable you to import lists and transactions into your company file.
Before you import transactions:
- Since you cannot undo an import, you must backup your company file before proceeding.
- 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.
- 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.
- 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.