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CrushedStone
Level 1

IIF Import Issue 2019 QB Desktop

Previously, using Quickbooks 2016 Desktop, I would import my IIF files with no issues.  After the upgrade to Quickbooks 2019 Desktop, the data from some of the IIF files is posting to an inactive account instead of the appropriate sales account.

 

This is not a customer/item issue as on day X everything posts correctly. However, on day Y the same customer and item will post to the inactive account.  2 different days, same exact data, 2 different accounts.

 

6 Comments 6
Anonymous
Not applicable

IIF Import Issue 2019 QB Desktop

Hi there, @CrushedStone.

 

I'm here to help share some information about importing IIF in QuickBooks 2019. 

 

Since you're now using QuickBooks 2019, we also have an improved Import IIF Tool. It eliminates the possibility of importing bad data by scanning your file for errors. Please refer to this article for more details: Improved IIF Import in QuickBooks 2019.

 

Let me know how it goes after importing your data using the improved tool. Should you need further assistance with the steps, you can always reach out to our Desktop Specialist. 

 

You can also check out our site if you may need other references in the future: Help articles for QuickBooks Desktop.

 

Keep me posted if you have other questions about the improved IIF tool. I'll be here to help however I can.

CrushedStone
Level 1

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.

Rose-A
Moderator

IIF Import Issue 2019 QB Desktop

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.

Anonymous
Not applicable

IIF Import Issue 2019 QB Desktop

You can probably avoid this by following these suggestions: BRC QuickBooks 2019 IIF Import Changes and Recommendations 

TracyFleming
Level 1

IIF Import Issue 2019 QB Desktop

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

KhimG
QuickBooks Team

IIF Import Issue 2019 QB Desktop

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.

License.PNG

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!

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