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.
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.