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Holly31
Level 3

IIF Edit

We want to import an IIF file from our vendor's website for faster, more efficient entry of their bills.  We downloaded one as a test and I followed these instructions to view it before attempting to import it.

Edit an IIF file
  1. In Microsoft Excel, go to File and select Open.
  2. Browse to your IIF file.
  3. In the File type drop-down, select All Files.
  4. Select the IIF and then select Open.
  5. In the Text Import Wizard, select Next, then Next and Finish.
  6. Make the changes to your IIF file.
  7. Go to the File menu and select Save.
  8. Select Yes.
  9. Close Excel. You'll get a prompt to save the IIF again. Select Don't Save.

However, here's what I see in Excel:

LÀF›                           
Oˆ`uÖÄð}ˆ`uÖÄð}ˆ`uÖ¤ôPàOÐê:i¢Ø+00:.€9Ž#K˜&]™BŽ_&&ï¾X-{Å ôÕžârˆ`uÖžârˆ`uÖ¤2¤Qñh

HAJOCA~2.IIFˆ ï¾QðhQñh.^é<¾HAJOCA_EASTERN_E121275_20200818090730_0.iifq-p¤ØªC:\Users\Liz\Downloads\HAJOCA_EASTERN_E121275_20200818090730_0.iif8..\Downloads\HAJOCA_EASTERN_E121275_20200818090730_0.iifC:\Users\Liz\Downloads` Xmj03nqa7-terry.PÂÔ¤—E–ïOƒ‚Œç܆úNáê›ØËŠÝY.PÂÔ¤—E–ïOƒ‚Œç܆úNáê›ØËŠÝYE  91SPS±mD­pH§H@.¤=xŒhH–™ÿšÈD¤˜‡ËêÞ

 

 

 
 

 

What's going on?

12 Comments 12
BigRedConsulting
Community Champion

IIF Edit

Not sure what that is, but it's not an IIF file.

It sort of looks like a list of IIF file names, stored in some sort of non-text file type.

Holly31
Level 3

IIF Edit

Thanks for the input.  Would you suggest that we try a csv or excel download?  Which would you recommend?

Angelyn_T
QuickBooks Team

IIF Edit

Hello there, @Holly31.

 

We have to use .IIF files when importing transactions to QuickBooks Desktop (QBDT). That said, you need to use an Excel .IIF file when preparing your vendor bills for import. You don't need to worry since the system makes it easy for you to import or export .IIF files since QBDT prepared file-formats readily available. To get started, you can download and install the .IIF import kit to save time and improve your results. 

 

When trying to import the file, you must review the details from there first. Double-check the account names used, the spelling and any other typographical error, and ensure that the names used exist and are acceptable in QuickBooks. You can find some sample files that give you the correct format and instructions to help import your transactions accordingly from these articles:

 

Also, check out this link for other ways on how to import and export data in QBDT.

 

If you have any other questions, just leave a comment below. I'm always here to help. Keep safe always!

Fiat Lux - ASIA
Level 15

IIF Edit

@Holly31 

You may need a 3rd party tool to import data from CSV/XLS format.

https:// transactionpro.grsm.io/qbd

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

 

Holly31
Level 3

IIF Edit

Wow!  How complicated.  Not sure that I have the time to invest in this.  No wonder my client has been manually entering invoices.  If there's a simple step by step, I'm all ears.  I'm good but not an IT professional!

Fiat Lux - ASIA
Level 15

IIF Edit

Which Ecommerce platform do you have? You may consider a connector to automate the process.

Holly31
Level 3

IIF Edit

Not using ecommerce...this is a construction contractor

Fiat Lux - ASIA
Level 15

IIF Edit

You mentioned "website" in your first post. Do they use a construction management app? You can prepare the Invoice data in XLS and import them into QBD file in bulk

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

 

 

Holly31
Level 3

IIF Edit

No.  They use QB Enterprise 2020 for Contractors.  I'm reaching the conclusion that this platform is not right for the client.

Holly31
Level 3

IIF Edit

Where do I find the template and directions for bulk loading bills using Excel


@Fiat Lux - ASIA wrote:

You mentioned "website" in your first post. Do they use a construction management app? You can prepare the Invoice data in XLS and import them into QBD file in bulk

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

 

 



?

Fiat Lux - ASIA
Level 15

IIF Edit

The template for Bills data

VendorTransaction DateRefNumberBill DueTermsMemoAddress Line1Address Line2Address Line3Address Line4Address CityAddress StateAddress PostalCodeAddress CountryVendor Acct NoExpenses AccountExpenses AmountExpenses MemoExpenses ClassExpenses CustomerExpenses BillableItems ItemItems QtyItems DescriptionItems CostItems ClassItems CustomerItems BillableUnit of MeasureAP AccountCurrencyExchange Rate
Bell Telephone01/09/2020123#########Net 30Office TelephoneBell Telephone1 Main Street  NewtonNY12345USA Telephone1000Sales Line              
Bell Telephone01/09/2020123#########Net 30Office TelephoneBell Telephone1 Main Street  NewtonNY12345USA Telephone500Service Line              
Ajax Lumber01/09/2020400#########Net 30RepairsAjax Lumber200 Smith Street  AnytownNY11111USA Repairs750Front Door              

 

You will need a 3rd party tool as I mentioned earlier. 

Holly31
Level 3

IIF Edit

Well, that's not happening so guess we are just out of luck.  Thanks for stepping in with suggestions.  I do appreciate it even if it does not make sense for the client.  There are simply too many gaps for them to invest more money in QB.

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