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Community Contributor *

IIF Import Issue

I'm having trouble importing lists from QB 2014 to 2019 desktop.

 

The customers and suppliers are fine but the chart of accounts  has failures.

 

When I select the 'review now' option I'm asked how I want to open the IIF file, the options are QuickBooks Launcher or search for another option in the app store.

 

If I exit QB and click on the newly created IIF file I get a message about QB launcher.

 

Can anyone please tell me how to find the correct way to review the failed items?

 

Thanks

Solved
Best answer 03-27-2019

Accepted Solutions
QuickBooks Team

Re: IIF Import Issue


Hello Tracey,

 

I think our only option now would be for you to contact our Desktop support team - they will be able to set up a screenshare and look at the file you are attempting to import, making sure it is formatted correctly etc. You can reach them through 0808 168 9535.

 

Thanks,

 

Talia

15 REPLIES 15
QuickBooks Team

Re: IIF Import Issue

Hello tracey29,

 

Could you please send a screenshot of what happens when you select the review now button, and when you click on the IIF file?

 

Thanks,

 

Talia

Community Contributor *

Re: IIF Import Issue

Hi Talial

 

Thanks for your reply.

 

This shows what happens when I select the option of reviewing the failed entries after I've carried out the import.

 

Tracey

QuickBooks Team

Re: IIF Import Issue

Hi there, @tracey29

 

I appreciate you providing a screenshot to get a better picture about importing IIF files.

 

I'll share the correct way to review the failed items so you'll be able to successfully import the Chart of Accounts (COA) list. 

 

It's possible the format is incorrect when importing your COA.IIF file. This maybe the reason you're unable to import it. 

 

To help fix this, let's open the file using the Microsoft Office Excel. This way, you can edit failed entries in the list. Here's how: 

 

  1. Right-click the export file. 
  2. Choose Open with, then select Microsoft Office Excel
  3. If a warning about incompatible features, click Yes
  4. Go to File, then choose Save. Edit the data in the file. 
  5. Close Excel
  6. Click No if you're prompted to save again. 

 

After that, let's create a backup of your company file because imports are irreversible. Then, you can import again the edited IIF file to QuickBooks 2019. Here's how: 

 

  1. Go to the File menu at the top. 
  2. Select Utilities, then choose Import
  3. Hit .IIF Files
  4. Find the edited IIF file, then click Open

 

For more details, you can check out this helpful article: Tasks You Can Do With IIF Files. To learn more about importing these files, you can visit these useful articles: 

 

 

The steps above will help you successfully import your COA list, @tracey29

 

I'm here anytime you have other concerns. Take care always!

Community Contributor *

Re: IIF Import Issue

Hi @RaymondJayO 

 

Thank you for your detailed instructions.

 

I've imported the COA and found the errors but I don't know what I need to do to fix them! The Excel file tells me what the error is but I don't know what the solution is and what it should say.

 

There are just 2 lines on the COA - one says:

The record at (or starting at) this line could not be imported. The specified special account already exists. [580]

And the other says:

; [ERROR] The record at (or starting at) this line could not be imported. The enumerated value "NonPosting" may not be used in the element "Account Type" in this request. [3152]

 

I haven't gone any further than the COA as I want to get this right before I move onto the Customer list.

 

One option is to enter it manually because I know what the accounts are and there are only 2....

 

Can you help please?

 

 

QuickBooks Team

Re: IIF Import Issue

Hello Tracey,

 

Could you also please send a screenshot of those error messages, including as much of the information you are attempting to upload as possible?

 

Thank you,

 

Talia

Community Contributor *

Re: IIF Import Issue

Hi @TaliaI 

 

This is the file I have for the error on the COA

 

Tracey

QuickBooks Team

Re: IIF Import Issue

Hello Tracey,

 

It may be worth adding these manually as you suggested earlier - otherwise we may need you to contact our Desktop support line, as they will be able to look at your account in more detail. You can reach them through 0808 168 9535.

 

Thanks,

 

Talia

Community Contributor *

Re: IIF Import Issue

Hi @TaliaI 

 

I added that account manually.  I've just tried to import the customer list and they've all failed, I really don't understand why.

 

Would you be able to help with that please?

 

Thanks

Tracey

QuickBooks Team

Re: IIF Import Issue

Hello Tracey,

 

What error are you getting?

 

Thanks,

 

Talia

Community Contributor *

Re: IIF Import Issue

Hi @TaliaI 

 

I'm just getting the message that they've all failed.  I've attached a screenshot.

QuickBooks Team

Re: IIF Import Issue

Hello Tracey,

 

Does it allow you to click the review button?

 

Thanks,

 

Talia

Community Contributor *

Re: IIF Import Issue

 

Hi @TaliaI 

 

When I click the review button I just get the same options as I did with the COA - it asks me whether I want to open it with QB or find another app.

 

I haven't tried the supplier or stock list yet but I imagine I'm going to end up with similar issues.

 

Tracey

QuickBooks Team

Re: IIF Import Issue


Hello Tracey,

 

I think our only option now would be for you to contact our Desktop support team - they will be able to set up a screenshare and look at the file you are attempting to import, making sure it is formatted correctly etc. You can reach them through 0808 168 9535.

 

Thanks,

 

Talia

Community Contributor *

Re: IIF Import Issue

Hi @TaliaI 

 

I'll give them a call, thank you very much for your help.

 

Tracey

QuickBooks Team

Re: IIF Import Issue

Great,I will p ass on your thanks to Talia

 

Regards

 

Emma