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Level 2

HOW DO YOU KEEP ACCOUNTS FROM DUPLICATING WHEN IMPORTING A NEW IIF FILE or one you redid to fit your needs

HOW DO YOU KEEP ACCOUNTS FROM DUPLICATING WHEN IMPORTING A NEW IIF FILE or one you redid to fit your needs

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QuickBooks Team

HOW DO YOU KEEP ACCOUNTS FROM DUPLICATING WHEN IMPORTING A NEW IIF FILE or one you redid to fit your needs

Thanks for visiting the Community, @lrhmail451. The best way to keep accounts from duplicating is to ensure all accounts in your .iif file created in QuickBooks is identical with the data before importing them.

 

Each time you import a file, you will see the account information needed when the account is not yet set-up. You can check out individual sample IIF files in this help article: IIF Overview: import kit, sample files, and headers. Each sample file contains text document with instructions and tips before opening them. 

 

Here are our great resources that can help you learn about the basic information about .IIF files, and the different ways to import and export data in QuickBooks Desktop: 

 

 

Let me know if you have additional questions. I'll be looking forward to helping you more. 

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Level 2

HOW DO YOU KEEP ACCOUNTS FROM DUPLICATING WHEN IMPORTING A NEW IIF FILE or one you redid to fit your needs

what is happening is I am taking the accounts in QB and I have created subaccounts for half of them

once I import them in I see the import and the old file still there the import account has an  asterisk by it

 

how do I stop that 

there are 580 subaccount I am trying to import

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Moderator

HOW DO YOU KEEP ACCOUNTS FROM DUPLICATING WHEN IMPORTING A NEW IIF FILE or one you redid to fit your needs

Hello lrhmail451,

 

The duplicates occur if the accounts you're importing are not entirely identical to the existing ones in QuickBooks Desktop. There might be differences with the Descriptions, amounts, numbers, and other necessary details.

 

To get rid of the duplicate imported accounts, we can merge them to the correct ones. You can follow the detailed steps in this article: Merge Accounts, Customers, and Vendors.

Remember that merging the accounts is irreversible. Thus, I'd recommend creating a backup copy of your company before doing it.

 

Make sure to take note of the details the next time you import the accounts. If the same thing happens, you can also contact our Customer Service Support Team. They can help you review your file and ensure that everything is already set.

 

Let us know if you require any assistance. Have a great day!

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Level 2

HOW DO YOU KEEP ACCOUNTS FROM DUPLICATING WHEN IMPORTING A NEW IIF FILE or one you redid to fit your needs

what is the best way to create subaccounts

when the accounts are already in the chart accounts if you are working with 500 accounts to put in subaccounts 

Highlighted
Moderator

HOW DO YOU KEEP ACCOUNTS FROM DUPLICATING WHEN IMPORTING A NEW IIF FILE or one you redid to fit your needs

Thanks for getting back to us, @lrhmail451.

 

You're already on the right track! Since you're working with a large number of accounts, the best way to create those subaccounts is by importing them. Just ensure that the information in the IIF file is identical to what you have in QuickBooks Desktop (QBDT), as mentioned by my colleague James above. This will prevent the QB from creating duplicates.

 

Here's how to edit an IIF file:

 

  1. Open Excel, then go to the File menu.
  2. Click Open, then locate the IFF.
  3. In the File type drop-down, select All Files.
  4. Pick the IIF and tick Open.
  5. In the Text Import Wizard, choose Next, then Next and Finish.
  6. Make the necessary changes, then go back to the File menu to save it.

 

To more information about the process, consider checking out this article: Export, import, and edit IIF files.

 

Just in case, I'll add this article for future reference: Import and export data in QuickBooks Desktop.

 

Please leave a comment below if you have any other concerns or questions, and I'll get back to you as soon as possible. I'm always here to help. Enjoy the rest of the day!

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Level 2

HOW DO YOU KEEP ACCOUNTS FROM DUPLICATING WHEN IMPORTING A NEW IIF FILE or one you redid to fit your needs

can I call you or email you directly

at any rate this is what I am trying to do

take this information and change it 

Real Estate Owned:Cookie 3205-3207 Total
Real Estate Owned:Cookie 3205-3207
Real Estate Owned:Copper Valley 4891 Total
Real Estate Owned:Copper Valley 4891
Real Estate Owned:Copper Valley 4900 Total
Real Estate Owned:Copper Valley 4900
Real Estate Owned:Copper Valley 4905 Total
Real Estate Owned:Copper Valley 4905
Real Estate Owned:Copper Valley 4919 Total
Real Estate Owned:Copper Valley 4919
Real Estate Owned:Copper Valley 4939 Total
Real Estate Owned:Copper Valley 4939
Real Estate Owned:Corkwood 5144 Total
Real Estate Owned:Corkwood 5144
Real Estate Owned:Corning 1720 Total
Real Estate Owned:Corning 1720

 

need it change to this information

Real Estate Owned:Cookie 3205-3207 Total
Real Estate Owned:Cookie 3205-3207 Total:Cookie 3205-3207
Real Estate Owned:Copper Valley 4891 Total
Real Estate Owned:Copper Valley 4891 Total:Copper Valley 4891
Real Estate Owned:Copper Valley 4900 Total
Real Estate Owned:Copper Valley 4900 Total:Copper Valley 4900
Real Estate Owned:Copper Valley 4905 Total
Real Estate Owned:Copper Valley 4905 Total:Copper Valley 4905
Real Estate Owned:Copper Valley 4919 Total
Real Estate Owned:Copper Valley 4919 Total:Copper Valley 4919
Real Estate Owned:Copper Valley 4939 Total
Real Estate Owned:Copper Valley 4939 Total:Copper Valley 4939
Real Estate Owned:Corkwood 5144 Total
Real Estate Owned:Corkwood 5144 Total:Corkwood 5144
Real Estate Owned:Corning 1720 Total
Real Estate Owned:Corning 1720 Total:Corning 1720

 

what it is doing is keeping is this

Real Estate Owned:Cookie 3205-3207 Total
Real Estate Owned:Cookie 3205-3207 Total:Cookie 3205-3207

Real Estate Owned:Cookie 3205-3207 this line should not be there

 

 

what am i doing wrong because it seem to all be the same unless i am missing something

 

Highlighted
QuickBooks Team

HOW DO YOU KEEP ACCOUNTS FROM DUPLICATING WHEN IMPORTING A NEW IIF FILE or one you redid to fit your needs

Let me route you to the right support, @lrhmail451.

 

The steps provided by my colleague above can fix the duplicate transactions in QuickBooks. Since you're still experiencing the same thing after trying out the steps above, I'd recommend contacting our QuickBooks Care Support. They have full access to pull up your account in a secure manner and they'll be able to remove the duplicate transaction on your account.

 

Here's how:

 

  1. Open QuickBooks.
  2. Go to the Help menu at the top and select QuickBooks Desktop Help.
  3. Click the blue Contact Us link at the bottom of the pop-up window.
  4. Type in a brief description of your concern and hit Enter.
  5. Choose Start Messaging to connect with us.

Just a heads up, we have limited staffing and have reduced our support hours to 6 AM-6 PM PT Monday-Friday due to COVID-19. We will resume normal hours as soon as possible.

 

For additional reference, I've attached an article about how to import and export IIF files to and from QuickBooks Desktop: Export, import, and edit IIF files.

 

Don't hesitate to leave a comment below if you have any other questions about QuickBooks. I'm always here to help you out. 

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Level 2

HOW DO YOU KEEP ACCOUNTS FROM DUPLICATING WHEN IMPORTING A NEW IIF FILE or one you redid to fit your needs

can you do a mast merge

I have over 1000 accts to change 

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