I got a quick question.
if you are doing an import from another application into Quickbooks, must All the account names from the program you importing from match that in quickbooks ? or is it that the only the account numbers have to match ? or both ?
Solved! Go to Solution.
When importing transactions, use the account name. If you use a new name without setting up the account first, then it will be added as a Bank account, the default. (At least if you are importing using an IIF file.)
Hello there, @lsj246. I've come to help you fix the accounts when importing Intuit Interchange Format (IIF) files in QuickBooks.
In QuickBooks Desktop (QBDT), when importing an IIF file, transactions will be automatically posted to their designated account if an account already exists. If the account is not recognized by the program, it will create a new account.
In the meantime, I suggest reviewing your IIF file by opening it on excel to check if the accounts there are correct. You can edit it if you're seeing an incorrect account. This way, we can ensure that QBDT will recognize it. If verified they are correct, I'd recommend checking with your third-party service provider to make sure that accounts are mapped properly when importing.
For more information about importing IIF files in QBDT, feel free to visit this article: Export, import, and edit IIF files.
I've also added this helpful link to give you options on how you can import and export info in QBDT: Import and export data in QuickBooks Desktop.
Just in case you'll have to add, edit, or delete an account in your QBDT program, here's the article that can help you: Add, edit, or delete accounts in QuickBooks Desktop.
You can always get back here if you have any other IIF file importing concerns. I'd be glad to assist you further. Keep safe.