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Hello,
I'm trying to figure out the IIF format to import a credit card transaction like the attached image. I've tried using BILLPMT as the transaction type, but I'm a little bit unclear on how to create all the line items and which columns I should use.
If someone could point me at some resources, or provide a quick description of how I should split up my transaction to account for the multiple lines I would greatly appreciate it.
Hi junkedBrian,
Thanks for reaching out to Community for additional resources to assist with uploading your IIF files into QuickBooks Desktop. The great thing about the QuickBooks family is others can also provide additional advice, tips and tricks and the support you need to help reach your goals. I'd be happy to provide you with valuable resources to get you on you way!
Here are some helpful articles for your reference:
Export, import and edit IIF files
IIF Overview; import kit, sample files and headers
Enjoy the rest of your day!
Hello,
thanks for the reply, I have found these links and have opened/downloaded several of the IIF files for different applications but none of them seem to address the particular one I'm trying to solve.
Hi junkedBrian,
Thank you for getting back to us. To ensure the format's accurate and prevent any errors as indicated in your previous post, follow this link before importing the data to QuickBooks Desktop. In addition, you'll want to look into a third -party app importer by visiting the QuickBooks App Store.
All the best!
Another option, prepare the Bill Payments data with the following template
Payee | Transaction Date | Apply to Bill RefNumber | Payment method | Bank Account | Credit Card Account | RefNumber | Amount | Memo | Discount Amount | Discount Account | Discount Class | To Be Printed | Exchange Rate |
Bell Telephone | 01/10/2020 | 123 | Check | Checking | 101 | 1500 | Y | ||||||
Ajax Lumber | 01/10/2020 | 400 | Check | Checking | 102 | 1500 | Y | ||||||
Parts R Us | 01/10/2020 | 1200 | QuickBooks Credit Card | CC1 | 85 | N |
then utilize one of these importer tools
https://transactionpro.grsm.io/qbd
https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_3
hello @junkedBrian ,
In order for multiple lines to go into the same transaction in QB, you must have an identifying reference # that is the same on all of the lines in your spreadsheet. Your ref # is blank, so there is nothing to tell QB that each of those lines belongs to the same transaction.
Or, as @Fiat Lux - ASIA has pointed out, Transaction Pro Importer does all the hard work for you. You just need to map the headers in your S/S to the corresponding fields in QB. But you will still need an identifying Ref # to tell QB which transaction to attach each line to.
Good luck!
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