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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
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.

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.

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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