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Humm122988
Level 2

Budget IIF Import Error

Hello !

 

While attempting to import my budget into quickbooks using the IIF method, I continue to receive this error:

 

[ERROR] It's a list or transaction that is not supported by the IIF import process

 

Attempting to troubleshoot, I have simply exported the IIF and then imported the IIF file without even opening it....results in the same error.

 

Does anyone have any advice on this subject?

 

Thanks!

Solved
Best answer August 21, 2020

Best Answers
CJDay
Level 3

Budget IIF Import Error

I figured it out. I still have to use the "Import if for me. I'll fix it later." option, but I now have a budget in QB and will make notes on how to do this next year. When I exported the Budget file, I did notice there were two lines for some of the accounts. Now I know why.

 

1. The amount columns on the BUD line are January to December, not matter what you put in the STARTDATE column. I had to make sure I had the budget in that order and not according to the fiscal year.

2. To do a budget for a year that does not start on Jan 1, you need two lines for each account. Our year runs July-June.

  • One line has amounts in the first 6 AMOUNT columns and the start date is 1/1 of the end of the fiscal year. For FY2020-2021, this is 1/1/2021
  • The other line has amounts in the last 6 AMOUNT columns and the start date is 1/1 of the beginning of the fiscal year. For FY2020-2021, this is 1/1/2020

I've attached a portion of the file to show what I did.

View solution in original post

15 Comments 15
Anonymous
Not applicable

Budget IIF Import Error

Good day, @Humm122988.

 

Thank you for reaching out in the Community. Allow me to help share some troubleshooting steps to isolate the IIF import error.

 

Let's try to update QuickBooks first to the latest release and check if you continue to receive this error after the update.

 

Here's how:

 

  1. Go to the Help menu and click Update QuickBooks.
  2. Click the Update Now tab.
  3. Select the updates to download and click Get Updates. To see what is included in the update, in the Updates column, click the Maintenance Releases link. A page is displayed that lists the changes/improvements in the update.
  4. Exit QuickBooks. Depending on the version you have, QuickBooks will prompt you to install the update now or the next time you start your software. When it does, click Install Now or Yes to install the update. After installing the update, restart your computer.

 

 

Now, let's try to import your IIF again. If the error persists, select the option Import it for me. I'll fix it later.

 

However, if the import is still unsuccessful, it's possible that this error is connected to our ongoing investigation about some IIF files will not import into QuickBooks 2019. If this is the case, I'd suggest contacting our Desktop Care support so they can look into this further. They can access your account and add it to the list of affected users.

 

Here's how you can reach them:

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks Version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

 

 

Please let me know how it goes. I'm always here to help if you have additional questions about the import.

Humm122988
Level 2

Budget IIF Import Error

I have attempted to complete the steps that you have listed, with no resolution.  I am currently calling the number you recommended and will keep you posted once I get a response.

 

Thanks !

Humm122988
Level 2

Budget IIF Import Error

@Anonymous

 

Another note...the operator that I am working with on the phone is requesting an investigation number for the ongoing investigation.  Would you happen to have this?

GarlynGay
Moderator

Budget IIF Import Error

Hello Humm122988,


Thanks for coming back.

 

When I checked the investigation related to your issue, it states that it's already been resolved. I'd suggest letting know the phone representative to open a new one so our engineers would know that there's still an issue about importing .IIF files.

 

If you have any questions, please let us know. We'll be right here to help. 

Humm122988
Level 2

Budget IIF Import Error

For me, this is unacceptable level of service from QuickBooks and I am terribly disappointed that an update created by quickbooks to help with functionality was not properly tested and has resulted in a decrease of functionality for the end user.

 

Terribly disappointed with this product.

FritzF
Moderator

Budget IIF Import Error

Thanks for getting back to us, @Humm122988.

 

Allow me to chime in for a moment and help make sure that your concern is taken care of.

 

This isn't the impression that I'd like for you to be left with. The updates and changes that we implement are largely the results of the suggestions provided by users, just like yourself. That said, I'm making it my top priority that your feedback reaches our Product Development Team so they can take a look at this issue.

 

Just in case you need it, you can also check out these articles for future reference:

 

 

Please know that I'm only a few clicks away should you have any follow-up questions or concerns. Take care always!

Humm122988
Level 2

Budget IIF Import Error

@FritzF

 

Thanks for the response.  I understand that updates to software are generally for increased security / enhancements that were requested by the consumer.  With that, during this update, a key functionality has been eliminated from the software.  So rather than increasing functionality, QuickBooks has decreased it.

 

With that, I have read both articles, many times, and have fully exhausted all options on this topic.

 

Again, I am extremely disappointed and unsatisfied with the level of support that I have received in regards to this issue that stems from QuickBooks, and not the user.

 

Additionally, I hate to say it, but I feel as if the QuickBooks customer support team is hiding behind this lovely little phrase:

 

Note: Intuit doesn't offer assisted technical support for creating or importing .IIF files.

 

The creation of my IIF file is coming directly from the instructions of QuickBooks.  The import of said IIF file is also being followed perfectly.  This is NOT a user issue, but rather a software issue with QuickBooks that was created during the "improvement" of IIF exports / imports...

 

Thanks,

Patrick

FritzF
Moderator

Budget IIF Import Error

Hi again, @Humm122988.

 

Thanks for getting back to me. I appreciate you trying the steps on those articles to get this working.

 

Since you're still getting the same error, it'll be best to contact our Phone Support Team again so they can open a new investigation regarding this issue. Our Investigation Team will notify you right away once the issue has been fixed and provide you with the resolution.

 

Here's how to reach them:

 

1. Go to: https://help.quickbooks.intuit.com/en_US/contact​.

2. Choose your QuickBooks product at the upper right.

3. Select a topic.

4. Click on the green button that says Get Phone Number.​

 

That should point you in the right direction. Thanks for your understanding and patience while we look into this. Please post again if you have any additional questions. Have a good one!

Anonymous
Not applicable

Budget IIF Import Error

@FritzF

RE: Improved IIF Import in QuickBooks 2019.

 

That's funny!  But, just as with other things, repeating it over and over doesn't make it true.

Anonymous
Not applicable

Budget IIF Import Error

@Humm122988

 

I do not know why no one has mentioned to you that it is rather easy to work around this bug as well as most of the other import bugs introduced in QB 2019.

 

When QB reports that a BUD record is:

; [ERROR] It's a list or transaction that is not supported by the IIF import process.

 

...it is of course mistaken.  Sort of.  It is true that a Budget is not a list or a transaction, but it is factually incorrect (is that PC enough?) that it is not supported by the IIF import process.

 

Budgets have been supported by IIF import since the very very first version of QB Windows.  Intuit knows this.  It seems, though, that the team that implemented the disaster that is QB 2019 does not know how to read the existing code or test.  Not sure why.

 

To work around this nonsense, see our recommendations here:

BRC QuickBooks 2019 IIF Import Changes and Recommendations

 

 

marcondes
Level 1

Budget IIF Import Error

I've had the same problem while trying to import my Budget IIF.  The problem with using the option to import and fix it later, is that my chart of accounts got corrupted.  This is terrible!

 

Intuit, please go back to basics.  Stick to what works.  Or at least don't release something that is not working correctly.

 

 

CJDay
Level 3

Budget IIF Import Error

Over a year since the original problem was posted and I'm still having the same issue as the original post. Has this not been fixed yet?

Jen_D
Moderator

Budget IIF Import Error

Thanks for checking some updates about this, @CJDay,

 

I want to make sure this import issue is fixed for you. May I know if you already tried the suggestions above? If not, I suggest doing this first, to make sure the formatting and mapping of the IIF file is correct.

 

However, if you have run through them and still having some difficulty importing the file, you may reach out directly to our Support Team. Our representatives can help run some diagnosis to identify what's causing the error and fix it for you.

 

To contact us, follow the steps below:

 

  1. You must be in the Home screen to get the contact option. Once the Home page is up, go to the Help menu.
  2. Select QuickBooks Desktop Help.
  3. On the pop-up screen select Contact us.
  4. Click the Search for Something else button then type your concern in the Ask us anything box.
  5. Hit Search then scroll down to get your contact options.

Another option to contact us is through the web. Here's how:

 

  1. Go to this link: https://help.quickbooks.intuit.com/en_US/contact
  2. Select QuickBooks Desktop then Continue as guest.
  3. Pick your QuickBooks version.
  4. The self-help topics are listed in the What can we help you with section.
  5. For live help use the Search for something else button.

I'm also adding a few related articles below to help with the import process:

 

Let me know how the call goes. I want to make sure you're taken care of and this issue is resolved for you. Have a lovely day!

CJDay
Level 3

Budget IIF Import Error

Yes, I did try all of the options listed. I forget if this was on the list, but I exported a budget from QB and updated the Start Date, a couple of the accounts and the amounts. I was on the Intuit chat for almost an hour. I'm waiting now for someone to call me from Intuit. I created a test copy of our QB file and imported it using the "Import if for me. I'll fix it later." option. This imported but the fiscal year (and start date in the IIF file) is 7/1/20. QB imported the first 6 months onto the last 6 months of my FY20 budget (corrupting the data for that budget) and put the last 6 months in the first 6 months of FY21. I tried 1/1/20 and 1/1/21 as start dates seeing if I could trick QB and neither of those imported to the correct columns either.

CJDay
Level 3

Budget IIF Import Error

I figured it out. I still have to use the "Import if for me. I'll fix it later." option, but I now have a budget in QB and will make notes on how to do this next year. When I exported the Budget file, I did notice there were two lines for some of the accounts. Now I know why.

 

1. The amount columns on the BUD line are January to December, not matter what you put in the STARTDATE column. I had to make sure I had the budget in that order and not according to the fiscal year.

2. To do a budget for a year that does not start on Jan 1, you need two lines for each account. Our year runs July-June.

  • One line has amounts in the first 6 AMOUNT columns and the start date is 1/1 of the end of the fiscal year. For FY2020-2021, this is 1/1/2021
  • The other line has amounts in the last 6 AMOUNT columns and the start date is 1/1 of the beginning of the fiscal year. For FY2020-2021, this is 1/1/2020

I've attached a portion of the file to show what I did.

View solution in original post

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