We import invoices from a 3rd party software. I can change the IIF format if needed. I have all of my customers set up to enable online payment. When i import a new invoice however the default state for the Online pay option is set to off. Is there a switch in the IIF which can enable this feature or do i have to change every single invoice i import manually?
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So any invoice I import from an IIF will have a default status of online payment disabled. For every invoice i import, I will need to go into each one and click to enable online payments? Seems like Intuit should be able to put a switch in an IIF to enable that feature if they want people to use their online payment systems. I generate >50 invoices a week so clicking on each one individually seems unrealistic, especially because there is a client option that says enable online payments.
I hope someone is listening.
Hi there, @Koonsie50.
I appreciate you providing details about your concern. The online payment option will be applied to the invoice if the setup is created inside QuickBooks Desktop. Since the invoices are imported, the feature's status will be based on the imported file.
If the IIF file is from your third party software, I suggest reaching out to the app's support team. This way, they can assist you further to enable the feature in your IIF file.
For additional information, you may check out these articles:
You can also visit our QuickBooks Blog for any updates about latest product features and enhancements of the software. This page also provides articles under QuickBooks tutorials, Accountant Advice, etc.
Should you need anything else, don't hesitate to comment below. I'm always around to help. Stay safe and take care always.
I am happy to reach out to my software vendor but based on all information they have an the reading i have done on the links you provided, there is no reference to enabling online pay from within an IIF. I read both the IIF file format links and the online payments link and neither provide guidance on how to enable online payments via an IIF file. Can you provide a reference that specifically mentions the online payment option as it relates to an IIF file? Once I have that, I can provide guidance to my 3rd party software company and they can modify the IIF structure.
Allow me to jump into this thread, IMPORTING INVOICES INTO DESKTOP.
QuickBooks integrates with different kinds of third-party applications to cater to your business needs.
You'll want to check out our Intuit Marketplace so you can look for a specific app that can import invoices into QuickBooks Desktop. You have the option to check the app description and check its' reviews so you can decide which app to choose.
In case you'll want to add and match bank transactions, please visit this article for your future reference: Add And Match Bank Feed Transactions In QuickBooks Desktop.
Let us know if you need anything else. We're always right here to help.