IIF Import issue

QuickUser205 · ‎November 04, 2020

We had an inventory program that would sync to QuickBooks. We are no longer using it, and have gone back to using built-in inventory. My issue is that the program was an actual ERP program an would set the minimum inventory quantity to 0 if no stock was desired. However, in quickbooks, a minimum of 0 means that you want to reorder when it gets to 0 (this field must be blank to not get reminders). I have exported the Item List IIF, and deleted all of the 0 values to blank. Saved, and attempted to import back into QB. Keep in Mind, I only changed the reorder point. I get errors for some items that were not imported. These are tax items that have a 0.563% rate. When exported, these are rounded (truncated maybe) to only 2 decimal places so it becomes 0.56%. This makes the import fail for these items. I also have shelf locations like 1A, and excel converted them to "1:00 AM". The message says that the rest were imported, but all of my items still have a 0 reorder point instead of blank, so I'm not sure what is going on.

Errors:

"; [ERROR] The record at (or starting at) this line could not be imported. There was an error when converting the percent "0.56%" in the field "TaxRate". QuickBooks error message: To change the tax rate on this sales tax item, you must switch to single-user mode. [3050] "

BigRedConsulting · ‎November 04, 2020

I'll bet you have QuickBooks 2019 or newer and you're importing using the default import path. It does things like this.

If you follow our recommendation to import using the alter way, the old way that works in QB for 25 years and still does, then this shouldn't happen.

See this page for detail and steps: BRC QuickBooks 2019+ IIF Import Changes and Recommendations

View solution in original post

Rubielyn_J · ‎November 04, 2020

Let me sort things out for you, @QuickUser205.

Functions like Payroll and Bank Feeds have a lockout system in multi-user mode. This stops other users from using the same function at the same time. For you to change the tax rate on the sales tax item, you'll need to switch to single-user mode. Let me show you how:

Open your QuickBooks file.
Go to the File menu.
Select Switch to Single-user Mode.

For additional information, please check this article about the task you can use in using a single user-mode: Features available in single or multi-user mode.

For future reference, consider checking out this article: Export, import, and edit IIF files.

Feel free to comment below if you need further assistance in importing transactions in QuickBooks Desktop. I'm always willing to help. Keep safe always.

QuickUser205 · ‎November 04, 2020

Rubielyn,

In order to import an IIF, you have to be in single user mode logged in as Admin. I don't think this is an issue with single user mode. I think this is an error with how QB exports the IIF and Excel opens and saves it. The rounded and truncated decimals are the reason I think that. Also, the records that QB says were successful, are not actually successful since the only attribute that I changed, the reorder point, remains at 0 when it should be blank.

ReyJohn_D · ‎November 04, 2020

I've got a couple of steps and info to ensure you can import your IIF files seamlessly in QuickBooks Desktop (QBDT), @QuickUser205.

First, if the transaction type requires a data entry, it will replace the blanks to zero. Also, please ensure to map the IIF files correctly to prevent errors. To achieve this, you can use the IIF import kit as your guide. For more details, please check out this article: IIF Overview: import kit, sample files, and headers.

Then, you can try importing the IIF files again. If the issue persists, I recommend getting in touch with one of our representatives. This way, they can pull up your account securely and perform a viewing session to check the said files and determine the root cause of the error you're getting.

Before diving in, please review our support hours guide to ensure they can assist you on time. Once ready, here's how to proceed:

Open your QBDT.
Click the Help menu, and then select QuickBooks Desktop Help.
On the pop-up screen, choose Contact us (Note: Make sure to click the Home page to see the Contact Us option).
Click the Search for Something else button then type your concern in the Ask us anything box like "IIF Import error."
Select Search to continue.
Choose Start a Message, and then follow the onscreen prompts to proceed.

Also, you can bulk edit your IIF files or update them to make your tasks easy and more efficient. For more insights, please see this article: Tasks you with IIF files.

In case you run into some company file errors in the future, you can refer to this article for the steps on how to resolve them: Fix company file issues.

I've got your back if you have additional questions about managing your files in QBDT. I'd be glad to help you some more. Take care always.

BigRedConsulting · ‎November 04, 2020

I'll bet you have QuickBooks 2019 or newer and you're importing using the default import path. It does things like this.

If you follow our recommendation to import using the alter way, the old way that works in QB for 25 years and still does, then this shouldn't happen.

See this page for detail and steps: BRC QuickBooks 2019+ IIF Import Changes and Recommendations

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