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RAVIKARRA
Level 1

How to differentiate Vendor and Employee while importing Bank statements as iif file

When I do Bank statement import via iif file format, quick books is considering all names as "Other Name" instead I want to categorize those as "Vendors" and "Employee".  Is there any column header that is missing to differentiate.

2 Comments
Fiat Lux - ASIA
Level 15

How to differentiate Vendor and Employee while importing Bank statements as iif file

Afaik, there is no way yet to differentiate Vendor, Customer, and Employee in Bank Statement data. If you are using a 3rd party tool, you have to import the data as Bill Payment to make sure the Payee is Vendor. 

BigRedConsulting
Community Champion

How to differentiate Vendor and Employee while importing Bank statements as iif file

To accomplish this with import, add the new names to the IIF file before the transaction(s) that use them. Otherwise QB will just do what it wants.

 

 

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