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Join nowGood morning. I am successfully importing an IIF invoice file to Quickbooks Desktop that has a field for the SERVICEDATE. For my invoice template I have the service date as one of the columns on invoice template in Quickbooks but the service date form my IIF file does not show up in that field on the invoice. All the other fields like DUEDATE for example show up correctly.
I would appreciate any help or guidance you might have on why this is happening. This is the only stumbling block I have in order to use the IIF process.
Thanks
Solved! Go to Solution.
Your IIF label looks correct to me. However, I wouldn't skip all those columns before you specify the SERVICEDATE field. Put it right after the previous field on the !SPL row and then it should work.
Hello there, paul1971.
The IIF Import feature only maps the transaction date and not the service date. You'll want to add the service date after you have imported your invoices. Here's how:
However, if you are referring to the Transaction Date as the transaction's Service Date you can rename the title of that field in your invoice template. Let me show you:
Here are a few links that will help you customize your forms more and in importing your lists:
Let me know if you have other questions about handling your customer transactions. I'm just here to help. Take care!
Prepare your Invoice data with the following template
Customer | Transaction Date | RefNumber | PO Number | Terms | Class | Template Name | To Be Printed | Ship Date | BillTo Line1 | BillTo Line2 | BillTo Line3 | BillTo Line4 | BillTo City | BillTo State | BillTo PostalCode | BillTo Country | ShipTo Line1 | ShipTo Line2 | ShipTo Line3 | ShipTo Line4 | ShipTo City | ShipTo State | ShipTo PostalCode | ShipTo Country | Phone | Fax | Contact Name | First Name | Last Name | Rep | Due Date | Ship Method | Customer Message | Memo | Cust. Tax Code | Item | Quantity | Description | Price | Is Pending | Item Line Class | Service Date | FOB | Customer Acct No | Sales Tax Item | To Be E-Mailed | Other | Other1 | Other2 | Unit of Measure | AR Account | Currency | Exchange Rate | Sales Tax Code | |
Anne's Bakery | 01/09/2020 | 100 | Y | 15/09/2020 | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | (123) 456-7890 | Non | Cabinets | 10 | Cabinets | 1000 | Non | ||||||||||||||||||||||||||||||||
Anne's Bakery | 01/09/2020 | 100 | Y | 15/09/2020 | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | (123) 456-7890 | Non | Hardware | 10 | Hardware | 50 | Non | ||||||||||||||||||||||||||||||||
John's Barber Shope | 02/09/2020 | 101 | Y | 15/09/2020 | John's Barber Shope | 1 Main Street | Anytown | NY | 12345 | USA | John's Barber Shope | 1 Main Street | Anytown | NY | 12345 | USA | (999) 888-8888 | Non | Blueprints | 1 | Blueprints | 500 | Non | ||||||||||||||||||||||||||||||||
Main St Bank | 03/09/2020 | 102 | N | 16/09/2020 | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | (888) 888-8888 | Non | Door | 1 | Door | 300 | Non | ||||||||||||||||||||||||||||||||
Main St Bank | 03/09/2020 | 102 | N | 16/09/2020 | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | (888) 888-8888 | Non | Handles | 1 | Handle | 10 | Non | ||||||||||||||||||||||||||||||||
Main St Bank | 03/09/2020 | 102 | N | 16/09/2020 | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | (888) 888-8888 | Non | Hinges | 3 | Hinges | 5 | Non |
then utilize one of these importer tools as a workaround.
https://transactionpro.grsm.io/qbd
https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2
HI Catherine
Thank you for the information, but if you will, please take a look at the attached excel file of my IIF file If you and look over in Column Y and you can see the "SERVICEDATE" on the !SPL line of the import file. It has different dates in it. "SERVICEDATE" is not listed on the list of fields in the IIF help zip file that is supplied but it was the answer I got from another post from Big Red Consulting, a QB forum contributor. This file imports successfully to QB and everything shows up on my invoice template except these transaction dates. I do have this field in the invoice template set up and mapped for service date as well. Big Red said this should work and given the successful import, I don't see why it would not. Also, 3rd party tools like Transaction Pro and Zed Axis also can handle this field with multiple, different dates and it does show up on the invoice template. I am assuming their programs are nothing but front ends to ultimately import these in as an IIF file behind the scenes since there is no way other the IIF to get these into Quickbooks at the end of the day. I would appreciate if you might have some additional insights given the information above as I don't want to have to individually add the service date on each invoice post import as that would be hugely labor intensive. I have got to think that the many QB customers have invoices with multiple service dates on one invoice. Thank you again for your help Paul1971
Thank you very much Fiat Lux. I actually have been a user of Transaction Pro for a good bit but they have a bug in their import process that is periodically putting some extra characters (like "?!") in front of the ref num column in their mapping process and after extensive conversations with them, their solution is just to remap the columns again which defeats the purpose of the automation, so I am trying to go away from the 3rd party tools
Your IIF label looks correct to me. However, I wouldn't skip all those columns before you specify the SERVICEDATE field. Put it right after the previous field on the !SPL row and then it should work.
Wow! Big Red you are amazing! Thank you so much. That worked like a charm. I thousand thank you's!
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