Importing an invoice file to pay bills

Thank you for posting to the Community concerning importing data, Steve.

I'd like to clarify some details about importing files to pay bills. Are you referring to importing your regular bills from the other software? If so, yes, we can move them into QuickBooks Desktop using an IIF or Excel file. Doing this can make the process easy for you to duplicate your records from both software.

Although there's no need for you to re-type or enter these bills one by one, you'll still need to manually record every bill payment if these haven't been paid from the other software.

To get things started, we can download and install the IIF import kit to save time and improve results. Before we start, back up your company file to reinstate your accounting data in case you run into a problem.

Let's proceed with the steps below to download the IIF import kit;

1. Download the kit here. Then, select Save to download the IIF_Import_Kit.zip file to your device.
2. Utilize a compatible file compression to extract contents from the file. After that, this will be extracted automatically into a sub-folder named .IIF Import Kit.
3. Open the folder to view its contents.

You can also opt for importing an Excel file, and the same with IIF files, we'll need to utilize a Microsoft Excel and CSV file import kit for the same purpose.

Once you have sorted out your files, we can begin importing them into the application through the steps below:

1. Open your company file as an admin. Take note that if you’re in Multi-user mode, go to the File menu, then select Switch to Single-user Mode.
2. In the File menu, select Utilities. Then, click Import.
3. From there, select Import IIF.
4. Select the IIF file you want to import, then select Open.
5. Lastly, click OK to confirm the import.

On the other hand, you can refer to this article if you prefer to move your files via Excel files: Import or export MS Excel files.

If you have any other concerns regarding the import of invoice transactions in QBDT, feel free to let me know. I'll be available to assist you whenever you need me. Wish you a great day ahead!

Is there a way to find out if this was IIF download was already done?  I think someone used it before with our system prior to my arrival.

Thanks,

Steve

If you're having trouble finding your imported IIF files, don't worry! I'm here to help you, Steve.

To help you locate them, you can simply check the respective lists tabs such as Charts of Accounts, Customer Lists, or Vendor Lists. Another way to find them is by pulling up reports like Profit and Loss and Balance Sheet report. By organizing your files this way, you'll be able to keep track of them much more easily. 

For future help, to know more about exporting and importing IIF, you can refer to this article: Learn about IIF import and export limitations

Let me know if you need any further assistance about your imported IIF, you can comment below, and we'll respond to you as soon as possible.

@SteveDescharme 

If you are not familiar with IIF feature, you can prepare your data in XLS format and use an importer tool. It's a $199 one time license and you can get $100 cashback to purchase it thru a partner.

https://get.transactionpro.com/qbd