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Paul2017
Level 2

adding TAX ITEM to General Journal Entry Import File (IIF)


Does anyone know if it is possible to add TAX ITEM when importing General Journal Entries via the IIF import file?


I am using the below file format :


!TRNS TRNSTYPE DATE ACCNT AMOUNT MEMO
!SPL TRNSTYPE DATE ACCNT AMOUNT MEMO
!ENDTRNS
TRNS GENERAL JOURNAL 4/25/2019 Directors Advances CA -132.18 winners
SPL GENERAL JOURNAL 4/25/2019 Office and general 116.97 winners
SPL GENERAL JOURNAL 4/25/2019 GST Payable 15.21 winners
ENDTRNS


to create the General Journal Entry attached in the image, but I had to manually add the TAX ITEM to every journal entry created by this process. Is there a way to specify the TAX ITEM in the iif file?

 

10 Comments 10
JamesM
QuickBooks Team

adding TAX ITEM to General Journal Entry Import File (IIF)

Hi Paul2017, 

 

Keeping track of your taxes is an important task. It's vital you're able to add the taxes to your journal entries. I'll be happy to share more information that'll help get you on track with managing your business. 

 

QuickBooks Desktop is a robust program which makes it simple to manage your transactions. Usually, the option to edit info and add taxes is found when mapping your transactions. If that option isn't present when mapping, you'd have to continue manually adding the taxes. 

 

If you'd like hands on assistance with mapping your Journal Entries, please contact us using this link here. One of our specialists will be happy to give you a hand with this. Otherwise, I recommend exploring apps which help with importing transaction into QB Desktop. You can search for the apps on our site using this link.

 

Let me know if you have questions by leaving a comment below. I'll be one message away. :) 

Paul2017
Level 2

adding TAX ITEM to General Journal Entry Import File (IIF)

I just talked to Quickbooks support and specifying  "TAX ITEM" in the IIF file for general journal entries is not possible. 

 

I guess people are all entering general journal entries one at a time manually.

I assume this also means there is no 3rd party tool that can handle HST Input tax credit for general journal entries.  It is surprising that this feature is not high up on their list.

 

Please let me know if anyone personally experienced a tool that can support HST ITC.

 

Thanks

JamesM4
QuickBooks Team

adding TAX ITEM to General Journal Entry Import File (IIF)

Hi there. I can see the importance of being able to manage your HST ITC and I encourage you to send feedback to our engineers by clicking the Help menu and looking for Send Feedback Online. You're more than welcome to ask other questions, I'm here to help you achieve your QuickBooks goals. 

Paul2017
Level 2

adding TAX ITEM to General Journal Entry Import File (IIF)

I have submitted feedback online specifically for the issue of tax_item (HST ITC) in the IIF file but I doubt anything will be done.  The current IIF import kit is from the year 2008 and for over 13 years, Intuit has not made any changes to the IIF format which indicates any improvements to the IIF file format is very unlikely.

 

This issue has been a thorn on my year-end for the last several years.  I don't mind making manual journal entries for a few, but if it becomes many, the preference has been to using IIF import.

 

Thanks for the response.

JamesM4
QuickBooks Team

adding TAX ITEM to General Journal Entry Import File (IIF)

I appreciate you taking the time to leave feedback. I'll be here in case you have additional questions, feel free to ask. 

OliM
Level 2

adding TAX ITEM to General Journal Entry Import File (IIF)

Hello di you manage to solve it?

I am having the same problem and I am afraid to have to change all itens manually each time.

Paul2017
Level 2

adding TAX ITEM to General Journal Entry Import File (IIF)

No, still a problem every year about this time Jan/Feb when I need to do my year-end.

Mohamed1992
Level 1

adding TAX ITEM to General Journal Entry Import File (IIF)

Has this been resolved? was trying to figure it out today

Mohamed1992
Level 1

adding TAX ITEM to General Journal Entry Import File (IIF)

Hi James was hoping you could let us know what column name or names to use in the IIF template file for the SPL transactions that was referenced earlier in the the thread to reflect HST (ON) or HST (ITC) and hit the corresponding tax lines in the tax summary. 

JamesM4
QuickBooks Team

adding TAX ITEM to General Journal Entry Import File (IIF)

Hello Mohamed1992. Thanks for reaching out to us here. While there hasn't been an update yet on this, I recommend sending feedback to our engineers about the functions you'd like to see in the program. To do this, click on the Help menu and look for Send Feedback Online. In the meantime, feel free to ask other questions. I'm here to steer you in the right direction. 

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