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Level 1

IMPORTING TO QUICKBOOKS 2019

I have been importing into QuickBooks 2019 for a long time now.  However, one of my clients went to import and it came back with a error about the header date needed to match match the distribution line date.   BOTTOM LINE, IT APPEARS THE IIF FILE IS DIFFERENT NOW... AND THE FILES I HAVE BEEN CREATING WILL NO LONGER WORK.  

 

I need help... attached is a couple iif imports that I have been doing...  what should it look like now for it to import? 

 

There is one invoice sale.. one cash and one check.    From the little bit I have looked, it looks like that the items are in one set of lines... and then ENDTRANS.. and then a second set of lines if there is a payment.. and then again ENDTRANS

 

Any help would be much appreciated!

24 Comments
QuickBooks Team

IMPORTING TO QUICKBOOKS 2019

Hello there, @Iceguy.

 

I'm glad you've reached out to the QuickBooks Community. I'm here to help ensure you're able to import transaction in QuickBooks Desktop. 

 

When importing lists or transactions into QuickBooks, you'll need to use the Intuit Interchange Format (.IIF) files. You can download and install the .IIF import kit to guide you when creating and working with .IFF import files. 

 

Here's how:

  1. Download Kit.
  2. Select the Save button to download the IIF_Import_Kit.zip file to your Windows desktop.
  3. Use WinZip or any compatible file compression utility to extract the contents of the downloaded file. The contents will automatically extract into a sub folder called .IIF Import Kit.
  4. Open the IIF Import Kit folder to view its contents.

You can also download the other sample IIF file in the article below and check if your format is correct: IIF Overview: import kit, sample files, and headers

 

For additional reference, you can visit these articles:

If you need further assistance with the steps, I recommend to contact our QuickBooks Desktop Support Team. They have the tools to pull up your account and do a remote session. 

 

Here's how to contact our customer support:

  1. Select QuickBooks Desktop Help from the Help menu.
  2. You can also press F1 on your keyboard to bring up the same Help Panel. 
  3. In order to route you to the correct support expert, we need to know what type of question you have.
  4. Click Continue.
  5. We’ll provide you a few options. You choose which one is best for you.

This will get you on the right track. Fill me in if you have additional questions about importing transactions in QuickBooks. I'm always here to help. Have a good one. 

Level 1

IMPORTING TO QUICKBOOKS 2019

I found this kit.. and from what I see...  it only covers up to version 2007.  I did not see anything about the new 2019 version.  

 

I did however find a person who posted this.

https://bigredconsulting.com/quickbooks-2019-iif-import/

 

So QB does have a way to keep importing your older format... they try to tell you not to do it.. but it does work.  

 

I need the specific examples of the import files based on the file I attached.  

 

 

Moderator

IMPORTING TO QUICKBOOKS 2019

Hi there, @Iceguy.

 

Thanks for the quick response. I'm here to help share additional input about importing transactions into QuickBooks. 

 

The sample .IIF files (QB 2007 & Enterprise 7.0 and later) in the kit can still be used as templates for your own data in QuickBooks 2019. The files are available for QuickBooks 2007 to the latest version. 

 

You can use it with the sample company file backup to practice importing. Download the company file separately and restore it in QuickBooks. Also, please take note that when importing transaction file, there are usually three file header lines that occupy the first, second, and third rows (!TRNS, !SPL, and !ENDTRNS). 

 

You may refer to the example attached below which shows the file headers in an .IIF file lines in a check transaction.

 

 

For additional help, feel free to reach out to our Customer Care Support. They have tools to help you get to a resolution quickly. You can follow the steps provided by my colleague, JanyRoseB to get their contact information. 

 

Please know that I'm just a post away if you have any other questions about importing data to QuickBooks. I'll be happy to help you out. Have a great day ahead. 

Anonymous
Not applicable

IMPORTING TO QUICKBOOKS 2019

Yes, there are a lot of change sin QB 2019 for import.  Some cause issues like you're seeing that don't need to be issues. In this case there is only one date on a transactions, from the TRNS row, and so it matters not in the least what the dates on the SPL rows are.

 

If you follow our recommendations you should be able to get it to work as-is. See QuickBooks 2019 IIF Import Changes and Recommendations 

Level 1

IMPORTING TO QUICKBOOKS 2019

Do you know of anyone who can help me move from using the old iif format and onto the new one?   Basically I want someone to look at my current data file and instruct me how we should export my sales out of my software so it is in the correct iif format for 2019.   

Level 1

IMPORTING TO QUICKBOOKS 2019

Looking at the example above, why does it cut off at column F.  I am following what is needed... but isn't it leaving off a big portion of what is needed for the import file? 

QuickBooks Team

IMPORTING TO QUICKBOOKS 2019

Thanks for coming back to the Intuit Community, @Iceguy.


To ensure the old IIF format is transferred to the new file format, I recommend using a third-party application. The Intuit Marketplace site is a place where users can find add-on applications that are approved by Intuit.


Make sure to enter a keyword in the Search field to narrow down the process. For example, IIF importer.


QuickBooks will show lists of supported apps. Just select one that matches your business needs.


Your sales will now be exported to the current IIF format.


Please leave me a comment with an update about how things go. I want to make sure that you're taken care of.

Level 1

IMPORTING TO QUICKBOOKS 2019

I have always been able to just go File - Utilities - Import - iif files.  Why would I want to go to third party app if the tools are right there to import?   I am currently doing it now with virtually no fails...  in fact been doing it since 2004.   I just want to adjust it to work with 2019 format.. all I need is to know where things needs to be in the iif file.  

 

I guess I am a bit confused.   Is QB trying to promote the sales of third party apps to do this?   

QuickBooks Team
QuickBooks Team

IMPORTING TO QUICKBOOKS 2019

Hi there, Iceguy.

 

We don't recommend any third party applications to import Intuit Interchange Format (.IIF) files. However, we provide available resources when you need help with creating or importing .IIF files.

 

Among these are:

 

  • You can contact the application's technical support department if the .IIF file was created by a third-party application
  • You can refer to the documentation provided with the import kit you used. Just check out this article for your reference: IIF Overview: import kit, sample files, and headers
  • You can search the QuickBooks Learn and Support site (US) or In-Product Help (Within QuickBooks, press F1 on your keyboard).

To import your .IIF file into QuickBooks 2019, you can check out the Improved IIF Import in QuickBooks 2019 article for the steps and details.

 

You can also follow the recommended troubleshooting steps provided by BRC.

 

Feel free to reply to this post if you need anything else with importing .IIF files in QuickBooks.

Level 1

IMPORTING TO QUICKBOOKS 2019

Interesting subject @ iceguy.

 

quickbooks have some hidden menu and solution exist there. Any transaction you want to import in proper manner in a particular version of qb US, UK, AUS, Can etc.; your knowledge about the qb data base will help you. Do your know qb give you that facilities but most of Adviser don't know or don't like to share such kind of techniques which escape 3rd party import tools.  

 

List of qb you can import/export file>Utility>export/import iif menu give your export of list in iif format but no transaction data. Export of transaction from one version other version of qb; you can utilize qb hidden menu. how? 

Help menu>About QB and than use key combination of Control+shift+D+B. Now click anywhere in qb. Then go to help menu and you will see and new menu will be appear tech support menu. Now you can export lists and qb transaction data from there in iif format so you will get any transaction import template from transaction file (open it in ms excel) accordingly qb you working. 

Level 1

IMPORTING TO QUICKBOOKS 2019

Does anyone have a suggestion for my following problem.  Importing into Quickbooks would be awesome if I had help figuring it out.

I have 2 companies I need importing into.  The country club and pro shop.  They are separate businesses so I have to keep a separate set of books.  However, I have the same members (customers).  How could I import the same information once to both companies?

 

Also I have a bank draft with 900 transactions each month that needs to be posted to members(customers) accounts and also debited to our bank account as a deposit.  

 

Any Suggestions would be greatly appreciated!!!

 

Angela

QuickBooks Team

IMPORTING TO QUICKBOOKS 2019

Hi there, adishion.

 

Currently, QuickBooks doesn't have the option to import data at once into both companies. I suggest importing the transactions manually to each company file using the IIF file. You can download and install the.IIF import kit to save time and improve your results. You can also see the steps provided by my colleague JanyRoseB in installing the .IIF kit for additional information.

 

Here's how you can import list and transactions using IIF.

 

1. Sign in to your Company file as an admin.

2. Select File menu and choose Switch to Single-user Mode.

3. Make a backup of your company file. This way, you can restore it if the data doesn't import.

4. Click the File menu and choose Utilities then, Import.

5. Select Import IIF Files.

6. Browse to your IIF file. Choose it and then select Open.

7. Hit OK.

 

If you want to edit an IIF file, please follow the steps below.

 

1. From Microsoft Excel, go to File and click Open.

2. Browse to your IIF file.

3. In the File type drop-down list, select All Files.

4. Select the IIF and then choose Open.

5. From the Text Import Wizard, choose Next. Then Next and Finish.

6. Make the changes to your IIF file.

7. Select File menu. Then select Save.

8. Hit Yes.

9. Close Excel. You'll get a prompt to save the IIF again. Select Don't Save.

 

Please check this article what are different types of files to store different types of data: File types and extensions used by QuickBooks Desktop.

 

Please let me know if you have other questions related with QuickBooks. I'm always here to help you.

Level 15

IMPORTING TO QUICKBOOKS 2019

@adishion 

If you are more familiar with CSV/XLS, explore one of these importer tools for your needs.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Hope it helps.

Level 1

IMPORTING TO QUICKBOOKS 2019

Does anyone know how to get help on importing files as ChristieAnn suggested?  I am very unfamiliar with this process and was hoping to find a Pro Advisor or someone to help me get things set up and tutor me with the process.  I didn't know if I should do this or reach out to Transaction Pro for help?

QuickBooks Team

IMPORTING TO QUICKBOOKS 2019

Hi there, adishion.

 

Thank you for choosing QuickBooks and for posting in the Community.

 

I will help you import your list of customers and bank transactions to your QuickBooks company files.

 

In this case, you'll need to import your list of customers first before your list of transactions, and you'll want to do this to each company file. It's a good thing that you have the IIF file with your customers' data. Have you tried following the second set of steps that Christine shared? If yes, what are your challenges? The import kit also contains sample files and manuals to do this process. You can create a dummy company file and try to import the file on the kit for your practice.

 

Alternatively, you can import your list of customers in MS Excel files. I would say that this is much easier. Here's the article with detailed steps: Import or export MS Excel files.

 

As for your bank transactions, QuickBooks only supports files in .QBO format to be imported into the Bank Feeds section. This is where you manage them by assigning payees and categories before adding them to your bank register in the Chart of Accounts. This is why it's important to import your list of customers first before your transactions. You can also connect your bank account after the import, so moving forward, your future transactions will just be downloaded in the Bank Feeds section for you.

 

This article will guide you to connect your bank account and manage your downloaded transactions: Download Bank Feed transactions in QuickBooks Desktop. Just click on the article titles on the box.

 

Please go back to this thread if you have additional questions about the process. Rest assured that you can count on us in setting up your company files.

Level 15

IMPORTING TO QUICKBOOKS 2019

@adishion 

We may assist you to utilize one of the importer tools. Send a private message to us for details.

Another option, explore this bookkeeping service for your needs.

https://botkeeper.grsm.io/quickbooks

 

Hope it helps. 

Level 1

IMPORTING TO QUICKBOOKS 2019

Can importing into QuickBooks be scheduled? For example, if I place an IIF in the same location every day could I have a job run so it will go into QB?

Moderator

IMPORTING TO QUICKBOOKS 2019

Glad to have you here, rnelson010.

 

Let me share some insights about import scheduling in Quickbooks Desktop. The option to set a scheduled import in QBDT is currently unavailable. You'll want to look for a third-party application that has many features as Export and Schedule Import.

 

You can find it here: https://quickbooks.intuit.com/app/apps/. There are lots of apps you can test to check if it suits your business needs.

 

I am adding these articles you can check about importing in Quickbooks Desktop for reference:

Please let me know if you have any other concerns. I'll be around to help.

Level 15

IMPORTING TO QUICKBOOKS 2019

@rnelson010 

You may convert the IIF file to XLS and create a command line to let TP Importer automate the process.

https:// transactionpro.grsm.io/qbd

 

Level 1

IMPORTING TO QUICKBOOKS 2019

hi Mary

i have been importing invoices into my quickbooks for years now and its worked great.   we have decided to move to a class accounting and I noticed that there is 2 fields in invoices that say class.  One is on the main information of the invoice and the other is in the data of amounts and taxes.  i can get the class to go into the second area but not the first.  any idea what the name of that field is? 

QuickBooks Team

IMPORTING TO QUICKBOOKS 2019

Thanks for joining this thread, @warrenh.


Allow me to share some info when importing transactions into QuickBooks Desktop (QBDT). The fields of your invoice will depend on the setup columns before importing the transaction. To fix this, review your invoice columns set up and remove the other class field since in QuickBooks there is only one field for class.

 

For more info about importing invoices in QuickBooks Desktop (QBDT), please see this article: Export, import, and edit IIF files

 

Also, I've added this helpful article that can guide you in tracking your account balances in QBDT using different classes: Set up and use class tracking in QuickBooks Desktop. 

 

You can always get back to me here in the Community if you have any other questions about importing invoices in QBDT. I'll always be around to help.

Level 15

IMPORTING TO QUICKBOOKS 2019

@warrenh 

You may utilize an exporter tool to export your current Invoice template to XLS. Then you may modify the data and import it back to your company file.

https:// transactionpro.grsm.io/qbd

https:// partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

You may find the Class field and the Item Class field with the following template

CustomerTransaction DateRefNumberPO NumberTermsClassTemplate NameTo Be PrintedShip DateBillTo Line1BillTo Line2BillTo Line3BillTo Line4BillTo CityBillTo StateBillTo PostalCodeBillTo CountryShipTo Line1ShipTo Line2ShipTo Line3ShipTo Line4ShipTo CityShipTo StateShipTo PostalCodeShipTo CountryPhoneFaxEmailContact NameFirst NameLast NameRepDue DateShip MethodCustomer MessageMemoCust. Tax CodeItemQuantityDescriptionPriceIs PendingItem Line ClassService DateFOBCustomer Acct NoSales Tax ItemTo Be E-MailedOtherOther1Other2Unit of MeasureAR AccountCurrencyExchange RateSales Tax Code
Anne's Bakery01/09/2020100    Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonCabinets10Cabinets1000              Non
Anne's Bakery01/09/2020100    Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonHardware10Hardware50              Non
John's Barber Shope02/09/2020101    Y15/09/2020John's Barber Shope1 Main Street  AnytownNY12345USAJohn's Barber Shope1 Main Street  AnytownNY12345USA(999) 888-8888          NonBlueprints1Blueprints500              Non
Level 3

IMPORTING TO QUICKBOOKS 2019

WHY hasn't INTUIT made a shortcut icon "Import from IIF"?????? All of us have been asking for YEARS. You have Import from Excel as an option. WHY NOT Import from IIF????? You say you don't promote add on programs - but you have the ability to add this EASILY and won't help us?

Level 3

IMPORTING TO QUICKBOOKS 2019

WHY hasn't INTUIT made a shortcut icon "Import from IIF"?????? All of us have been asking for YEARS. You have Import from Excel as an option. WHY NOT Import from IIF????? You say you don't promote add on programs - but you have the ability to add this EASILY and won't help us? We don't understand why you won't do this for us...

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