IIF Import Issue 2019 QB Desktop

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.

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.

Question. QB desktop 2019 user licenses 1. Can the bookkeeper not listed as Admin import iif files?  Do we need to purchase a 2nd user?

Tracy QB ProAdvisor

Thanks for joining the conversation, @TracyFleming. 

Importing IIF files requires Admin rights. This is the only user that has permission to navigate all areas in QuickBooks. For more details about the topic, check out: QBDT Users and Restrictions.

If you and your bookkeeper have to access the file at the same time, I recommend purchasing an additional license right in the program. Here’s how:

1. Go to the Help menu.
2. Click Manage My License and select Buy Additional User Licenses. (See screenshot)
3. Choose from the option to buy additional licenses online or by phone.

Take a look at this article for more information: Add a user license to QuickBooks software.

Reach out to me for any clarifications. I’m always here to help. Enjoy your day!