Import budget IFF file

Importing a budget file correctly is my top priority, Juan C Gonzalez.

Importing .IIF files are easy because QuickBooks Desktop formats the file for you. You'll want to review the mapping of accounts to correctly import the file.

Also, correct .IIF format must be followed exactly to ensure that transactions import successfully. The incorrect format may lead to an error or data will import incorrectly. To give you more information, you can read this article: IIF Overview: Import Kit, Sample Files, And Headers.

I've attached some articles below for additional reference: 

• Export or import Intuit Interchange Format (.IIF) files
• Create a budget or forecast in QuickBooks Desktop

Reply to this thread if you have additional questions about the process. I'll be glad to help you out.

Good morning

There are no visible errors on the file

Not sure why some accounts go to the balance sheet budget and create bank accoutns for them

What causes this?

The file and template are identical

thank you

Hey there, @Juan C Gonzalez. 

Thanks for following up with us. 

It sounds like you may have a few issues with your .IIF file that you're trying to import. Let's run a test to see if that's the situation. If you can, please open a sample company file and import the data in the sample. If the data is incorrect as it is in your company file, then we will know the .IIF file has some issues. 

To open a sample company file:

• In the No Company Open window, select Open a Sample File and choose any from the list of sample company files.

Please let me know if the import works in the sample file. I look forward to your reply. Feel free to share any additional questions or concerns you may have. Take care! 

I did it in the sample company and it imported it all to the balance sheet by account budget

It also created a lot of the income and expense accounts in the Chart of accounts as bank 

Thanks for getting back to us, Juan C Gonzalez.

Normally, this only happens if your accounts are mapped incorrectly. Since it is still doing the same thing in the sample file, I suggest reaching out to our support team so they can check why this is happening.

Here's how to reach them:

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Desktop Help.
3. Select Contact Us.
4. Enter your concern, then select Continue.
5. Choose a way to connect with us:
   • Start messaging with a support expert.
   • Get a callback from an expert (availability may be limited).

Also, QuickBooks Desktop provides reports that cater to your business needs. To know more about preferences and customization, please visit this article for your reference: Understand Reports.

Reply to this thread if you need anything else. I'll be happy to help you.

Hi,

I downloaded the IFF Import Kit, but there is no sample for the budget and I cannot get the header created correctly. Do you have a sample IFF file for a budget?

Thanks,

Jeanette

I’ve got you covered, @J Tan.

At the moment, there’s no specific sample file for the budget. You can contact our Technical Support team for assistance. This way, they can guide you personally with managing the header.

Here’s how:

1. Open QuickBooks.
2. Go to Help, then select QuickBooks Desktop Help.
3. Select Contact Us.
   

You can also visit this page to get in touch with our representatives. Just select the Continue button and follow the onscreen instructions. 

I have here a resource that gives depth information about the import kit, sample files, and headers. You can read it so you’ll know how to use .IIF headers. 

I’ll be here anytime if you have additional concerns or questions about .IFF file. Always take care!