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ManSol
Level 2

budget import for Enterprise

I am using Enterprise and want to import my budget for the year.  We made a large change in 2020 to our Chart of Accounts and now use a number system. When I export the iif file, and make the updates, and try to import, it fails.  I get the error: It's a list or transaction that is not supported by the IIF import process.

 

I am concerned it is the way it is reading my accounts.  How do I get the import to work?  I am also using classes as part of it. How can I get my budget imported either using excel or iff file ??

7 Comments 7
MaryLandT
Moderator

budget import for Enterprise

Let me guide you through how to import a budget without getting an error, ManSol.

 

You need to use the Excel file provided in QuickBooks when you create a new budget. Then, edit the exported file and enter your actual numbers.

 

Once done, import it back to QuickBooks. Doing this will help ensure you are using the correct IIF format.

 

There are two options to create a new budget without having to enter the data manually. You can either import the last year's budget or selecting Create budget from the previous year's actual data option. This lets you copy an existing budget by using the accounts that you already have and modifying the amount.

 

To start, you may want to print the last year's Profit and Loss Detail report to review last fiscal year's data. After that, please refer to the steps below based on how you want to copy the information entered on last year's budget. 

 

To upload Intuit Interchange Format (.IIF) files:

  1. Click File.
  2. Choose Utilities.
  3. Select Import.
  4. Click IFF Files.

To create one budget per fiscal year based on the previous year's data:

  1. From the Company menu, select Planning & Budgeting.
  2. Select Set Up Budgets.
  3. In the upper right corner, click Create New Budget.
  4. Specify the budget year, then choose between Profit and Loss and Balance Sheet.
  5. Click Next.
  6. Select additional criteria then click Next.
  7. Select Create budget from the previous year's actual data.
  8. Select Finish.

I've attached some articles below for additional reference: 

Drop me a comment below if you have additional questions about budgets or the process. I'm always right here to help you.

 

Thank you and stay safe!

ManSol
Level 2

budget import for Enterprise

I have exported the budget and opened in excel.  Interesting, it exports without the numbers, just the names.  I will update it like that and see if I can get it to import. see the files attached 

ManSol
Level 2

budget import for Enterprise

So I am a bit confused.   What the account list looks like in QB is different that what is exported when I export the budget.  

Maybelle_S
QuickBooks Team

budget import for Enterprise

Thanks for coming back to us, @ManSol.

 

Usually, this error occurs when your data is damaged or corrupted. We can run the Verify/Rebuild tool utility to detect the data damage. 

 

Here's how:

  1. Go to the File menu, then hover over Utilities.
  2. Select Rebuild Data.
  3. On the QuickBooks Information window, select OK. Follow the onscreen steps to save a backup.
  4. Let the tool repair your file. It may take some time. QuickBooks may seem stuck, but as long as you can move your mouse, the tool is working.
  5. When the tool finishes, select OK.
  6. Go to the File menu, and then hover over Utilities.
  7. Select Verify Data.
  8. Let the tool check your file for data issues.

If QuickBooks doesn't find any problems, select OK. However, if QuickBooks finds an issue with your company file, click Rebuild Now.

 

Also, make sure QuickBooks has its latest release. This is to ensure that everything is up to date.

 

As always, feel free to visit our QuickBooks Community help website if you need tips and related articles in the future.

 

Leave a comment below if you have other questions. I'm always here to help. Take care.

stacylk
Level 1

budget import for Enterprise

I am having the same issue with the errors in the iif file.  I have been uploading the file the same way for years, but this year, all of the rows are erroring out.

 

Did the rebuild work to allow for the iif file to upload?

 

I am trying that now to see if I am able to upload the iif budget file without errors.

 

Thanks.

-Stacy

JessT
Moderator

budget import for Enterprise

Thanks for joining in on the thread, Stacy.

 

I hope you're doing good! I'd like to add information to resolve the error.

 

If you haven't tried the Verify and Rebuild data utilities, I suggest doing so, but please don't forget to back up your file before running the rebuild tool. You can also update your QuickBooks to fix any damaged program files that may have caused this error.

 

If the error is not resolved, please consult the support of your IIF file provider, so they can inspect its contents. I've also seen a poster sharing information about importing IIF files. Please check this out: https://intuit.me/3gK71CK

 

Here are some articles for your additional reference:

 

 

Let me know if you have other concerns about QuickBooks Desktop. I'm just right here to continue to assist you. Take care always!

stacylk
Level 1

budget import for Enterprise

Good morning.

Thanks for the reply.  I rebuilt overnight, most errors were fixed, but there are some that I need to contact QB support about.  I did try the iif file upload again and it did not work.

 

When you say, contact the iif provider--who would that be-QB?  I exported the iif file from QB directly, removed the exported data and added (copy/pasted) that 2022 data to the file and then imported into QB, that failed with all errors. 

 

I will be contacting QB about the errors not fixed and the iif file import not working. 

 

Thank you.

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