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:

• Improved IIF Import in QuickBooks 2019.
• IIF Overview: import kit, sample files, and headers.
• Tasks you can do with IIF files.

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

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.

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.