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C
CrushedStone
April 30, 2019
Question

IIF Import Issue 2019 QB Desktop

  • April 30, 2019
  • 6 replies
  • 25 views

Previously, using Quickbooks 2016 Desktop, I would import my IIF files with no issues.  After the upgrade to Quickbooks 2019 Desktop, the data from some of the IIF files is posting to an inactive account instead of the appropriate sales account.

 

This is not a customer/item issue as on day X everything posts correctly. However, on day Y the same customer and item will post to the inactive account.  2 different days, same exact data, 2 different accounts.

 

6 replies

A
Anonymous
April 30, 2019

Hi there, @CrushedStone.

 

I'm here to help share some information about importing IIF in QuickBooks 2019. 

 

Since you're now using QuickBooks 2019, we also have an improved Import IIF Tool. It eliminates the possibility of importing bad data by scanning your file for errors. Please refer to this article for more details: Improved IIF Import in QuickBooks 2019.

 

Let me know how it goes after importing your data using the improved tool. Should you need further assistance with the steps, you can always reach out to our Desktop Specialist. 

 

You can also check out our site if you may need other references in the future: Help articles for QuickBooks Desktop.

 

Keep me posted if you have other questions about the improved IIF tool. I'll be here to help however I can.

C
CrushedStoneAuthor
May 1, 2019

Thank you for replying so quickly.

 

I have been using the "new" import tool since the upgrade.  Originally we had an issue with the Descriptions within the IIF Files not matching up exactly the same.  So, I got a lesson in the Tool and deciphering the errors fairly quickly.  Unfortunately, the files are not receiving an error.  They are merely being placed into an Inactive Account.

 

I have attached a PDF screen shot.  The item on 4/17/19 imported to an Inactive Account.  However, the item on 4/18/19 imported to the Correct Account.

 

The IIF file does not, that I can see, determine which account it gets Imported into.

Rose-A
Rose-A
Level 10
May 1, 2019

Hello, CrushedStone.

I'm here to help you import your transactions to the correct account in QuickBooks Desktop.

 

You can toggle the account for the items you used to update all other existing transactions.

 

Here's how:

 

  1. Go to Lists and select Item List.
  2. Double-click on the item you want to update.
  3. Open the item, change the account (to a dummy or different account).
  4. Click Yes if you'd like to update existing transactions for this item.
  5. Open the item again change the account to the correct account.
  6. Save then Yes to update all existing transactions.

 

You may find this article helpful: Add, edit, and delete items.

 

If you'd like to go through this over the phone, you can reach out to our QuickBooks Team who will be happy to assist you. Our contact details can be found here along with our opening hours:

 

  1. Within your QuickBooks Desktop, click Help at the top menu bar.
  2. Click Contactus.
  3. In order to route you to the correct support expert, we need to know what type of question you have. Give a brief description of your issue and click Continue.
  4. We’ll provide you a few options. You choose which one is best for you

If you require more information about importing items, don't hesitate to let me know. I'll be here to help you out.

A
Anonymous
May 4, 2019

You can probably avoid this by following these suggestions: BRC QuickBooks 2019 IIF Import Changes and Recommendations 

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