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Level 1

IIF file formats

did IIF formats change so the supplier file will be different than what my version of QB can use?
3 Comments 3
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Moderator

IIF file formats

It's good to see you here in the Community, DB10.

 

In QuickBooks, IIF files have some important limitations, which are discussed in this article. These files:

 

  • can’t be used to import linked transactions, such as a link between a customer invoice and a customer payment paying for that invoice.
  • can only be used in single-user mode and logged in as the Admin user.
  • can’t be used to import or export payroll data.
  • can’t be used to export transactions.

To use the IIF file without errors, you can check out these articles to help and guide you more in using this format:

 

I'll be around to help if you have any other concerns about QuickBooks. Have a nice day.

Highlighted
Level 1

IIF file formats

I am trying to import an invoice with an IIF file, which includes the customer name.  The Customer information, including address has already been keyed into QuickBooks. 

I was hoping that the import would automatically find the pre-existing Customer and upload the invoice to that customer.  Instead, it appears to find the Customer, but overwriteaddress, terms, and other information blank.

Highlighted
Moderator

IIF file formats

I appreciate you for joining the thread here in the Community, @IIF Files.

 

There are several possible reasons why the existing customer information changes during the importing of IIF files. I suggest reviewing the format to ensure the upload will be successful without changing the current details.

 

We have some sample files you can download to practice importing via a dummy company file in your QuickBooks Desktop. That way, you'll be able to determine what works best when downloading invoice transactions.

 

Additionally, I recommend the following resource, which contains the tools and files needed to help a user with the procedure: IIF Overview: import kit, sample files, and headers.

 

If you have additional questions or concerns while working in QuickBooks Desktop, leave a comment below. I’ll be happy to help you out.

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