IIF File import header keywords for customer import

Greetings, @OFMC.

We appreciate your inquiry regarding the IIF file import header keywords for customer contact number imports. We understand the importance of accurately managing customer information, including mobile numbers, work numbers, and other address details.

To use .IIF headers, you can follow the steps below: 

1. From the QuickBooks Help menu, select QuickBooks Help.
2. Choose the Search tab
3. Type IIF file format, and click the Start Search arrow.
4. Select Reference guide to import files.

You can also review this link for more information: IIF Overview: import kit, sample files, and headers.

Additionally, I'll be sharing this link to learn about the improved Import IIF Tool: Improved IIF Import in QuickBooks 2019 and later. It eliminates the possibility of importing bad data by scanning your file for errors.

Keep me posted if you have further queries about importing files in QuickBooks. I'll be around to help. Stay safe!

Thank you for the quick reply.

I do understand how to import IIF files, the question was - as mentioned above - to find missing header keywords.

QuickBooks offers many ways how to bulk import customer info, via add/edit multiple list entries, or via excel sheets, but none of these offers to import all customer contact info.

Also, when we exporting an IIF file from the old QuickBooks file, it was missing some of the contact info, thus the question is what are the header keywords for these contact fields in order to be able to import all these info.

Thanks

Thanks for the follow-up and clarification about header keywords, OFMC. Let me share an additional step for seamlessly importing customer contact information into QuickBooks Desktop (QBDT).

You can start by downloading and installing the. IIF import kit to streamline your process and improve results. Also, access a sample .IIF files for practice or use templates to import transactions into QuickBooks more efficiently.

The QuickBooks IIF Import Kit serves as a resourceful guide for creating and working of .IIF import files. It encompasses the subsequent elements:

• IIF Import Manual: This .pdf document delineates prevalent .iif challenges and optimal approaches.
• IIF Header Help: This section comprises the column headings employed for importing list data.
• IIF Example Files: A folder that contains version-specific .iif transaction examples.

To download and install the.IIF import kit:

1. Download Kit.
2. Select the Save button to download the IIF_Import_Kit.zip file to your Windows desktop.
3. Use WinZip or any compatible file compression utility to extract the contents of the downloaded file. The contents will automatically extract into a subfolder called .IIF Import Kit.
4. Open the IIF Import Kit folder to view its contents.
   
5. Select IIF Header Help.
   
6. Click !CUST to see the header.
   
7. From the Customers & Jobs list window, you'll see the following table showing the column headings for the customers.
8. Choose PHONE1, PHONE2, and FAXNUM headings to import the customer contact information.
   

For more information, check this guide: IIF Overview: import kit, sample files, and headers.

Let me know if you need further guidance about this process and I'm always willing to lend a hand. I'll ensure that you can successfully import the customer contact information. Take care!

Thanks for the clear guidance.

below is a list of all contact option fields in QBD, please advise how all these can be imported by an IIF file:

Main Phone:  PHONE1

Home Phone: Missing

Work Phone:  Missing

Mobile:           Missing

Alt. Phone:     PHONE2

Alt. Mobile:     Missing

Fax:                FAXNUM

Alt. Fax:         Missing

Main Email:   EMAIL

CC Email:      Missing

Alt. Email 1:   Missing

Alt. Email 2:   Missing

There are some more fields that are also missing in the column headings guidance, please provide a source for all missing column headings keywords

Thanks.

I understand the significance of importing all your customer's contact information into QuickBooks Desktop (QBDT), OFMC. Allow me to provide insights on how you can complete these details in our system.

While we provide sets of column headings, the list does not include the necessary fields you require (Home Phone, Work Phone, Mobile, Alt. Mobile, Alt. Fax, CC Email, Alt. Email 1, Alt. Email 2). The good news is that you can always input that information into your customer profile after importing your IIF file.

Here's how:

1. Open QuickBooks.
2. Go to the Customers menu, then click on Customer Center.
3. Select the customer's name, then tap on Edit Customer: Job.
4. Input the information from there.

To simplify the process, you can also utilize a third-party application to include the necessary columns for import. You can find one by visiting this website: Apps for QuickBooks Desktop.

On the other hand, I've included these links for additional tips while bringing your IIF files to QuickBooks:

• IIF Overview: import kit, sample files, and headers
• Improved IIF Import in QuickBooks 2019 and later

In addition to your lists (customers, vendors, employees), you may as well upload your income and expenses or bank data to QuickBooks using Web Connect (.QBO) files. You can learn more about the process from this article: Set up or edit bank accounts for Bank Feeds in QuickBooks Desktop.

If you have follow-up questions while importing your customer lists to QuickBooks, let me know by leaving a comment below. I'm just a few clicks away to help you again. Have a good one!

As mentioned above, we want to do a bulk import of all customers into the new company file. therefore, we are looking for an option to import all customer fields in a single IIF file.

All these fields are actually in columns in our companies QuickBooks data base, with header names.

Please provide the header names for each of these columns.

Thanks

Thanks for the reply.

Please read above all the requested column header keywords and advise

Thanks

Good afternoon,

Still waiting for the column header keywords, it's the table header name in the QuickBooks database,

Can we please get help on this?

Thanks 

@OFMC 

I can only prepare a template like this and use a 3rd party tool to proceed 

thanks for replying,

To resolve this request, we will probably need assistance from someone that is familiar with the QB database tables.

I understand how important it is to have this resolved. I'm here to help guide you in the right direction, OFMC. 

I recommend contacting our Customer Care Support team for further assistance. They have the expertise to investigate this issue more thoroughly and provide a tailored solution.
 

Here's how you can get in touch with an agent:

1. In QuickBooks Desktop (QBDT), click Help.
2. Choose QuickBooks Desktop Help or press F1 on your keyboard.
3. Click the Contact Us button in the Have a Question? window.
4. Enter your concern in the description box and select Continue.
5. Choose either Chat with us or Have us call you.
   

Please take note of our business hours to ensure we can attend to your needs.

You may utilize the following articles. They contain basic information about the IIF Files and their import and export limitations :

• Export, import, and edit IIF files.
• IIF Overview: import kit, sample files, and headers.

Feel welcome to tag me in your replies and posts if you need more help in accomplishing your other tasks. Have a great day ahead!

Hi @OFMC 

I may be able to add some further insight to what you need to do to import into the specific contact fields you mentioned, some of them are covered in list import feature in QuickBooks ie Main Phone, Alt Phone, Email address and you will also find that the IIF file import feature also will support some of these contact fields but if you want to import into a complete set of Contact fields like CC Email, Alt Email etc then that is not possible using the QuickBooks Import list feature or the IIF file import.  

If you need to import those fields then you can use a third party import utility like Zed Axis that you can find in the Intuit Apps for QuickBooks Desktop Marketplace that does support importing a complete set of Contact Fields.  We have a free 30 day trial you can test it with before you need to purchase.

Hope that gives you another option.