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bjgorski
Level 1

I've tried exporting from QB the budget into an IFF file, then making updates to it in Excel and then trying to import the updated IFF file back into QB, but I continually receive this error for EVERY line item in the budget: [ERROR] It's a list or transaction that is not supported by the IIF import process

9 Comments
MaryLandT
QuickBooks Team

Let's get rid of the error so you can import budgets in QuickBooks, bjgorski.

 

You'll receive this error when a specific field on the IIF file isn't mapped correctly. Check out this link to get a sample template of the file: IIF Overview: import kit, sample files, and headers.

 

Once you have the file ready, here's how to upload the budget:

 

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

For more details about creating a budget, check out this article: Create a budget or forecast in QuickBooks Desktop.

 

I'm adding these articles to learn more about Intuit Interchange Format (IIF) files, check out these articles: 

Keep me posted if you have any additional questions or concerns about importing budgets in QuickBooks. I'll be glad to assist you with this.

Brian85248
Level 2

Unfortunately, none of the information you provided deals with Budgets.

Further, I tried successfully EXPORTING an existing budget from Quickbooks to an IIF file. Then, (without making any changes to the IIF file, and not even opening the IIF file, attempted to import the file back into Quickbooks. This was unsuccessful, and I received the same error message that I have been receiving all along...

JasroV
QuickBooks Team

I appreciate you for sharing the details of your concern with us, Brian.

 

I want to ensure I provide you the right resolution to fix the issue you’re having with importing an IIF file. Can you share with me the specific error message you received? Any additional information can help us narrow things down.

 

Also, you’ll want to make sure your QuickBooks Desktop (QBDT) is updated to the latest release. An outdated program can cause unusual behavior that prevents you from importing your file. Allow me to walk you through the steps.

 

  1. Go to the Help menu and select Update QuickBooks Desktop.
  2. Click the Update Now tab.
  3. Select Get Updates to start the download.
  4. When the download finishes, restart QuickBooks.
  5. Then accept the option to install the new release.

 

For more insights, you can also check this article: Update QuickBooks Desktop to the latest release.

 

If the issue persists, I recommend running the Verify Rebuild tool. This tool scans your company file for errors and fixes it right away.

 

I’m also adding this link that you can utilize to learn more about importing IIF files. This provides complete information on the task you can do using IIF.

 

Keep me posted if you need further assistance importing your files in QBDT. I’ll be around to back you up. Have a good one!

Brian85248
Level 2

Please know that I am running the most current version of QB Desktop.

 

Also, Please see the attached IIF file reflecting all of the (same) error messages.

 

As a reminder, this attached file is a result of me having exported the budget into an IFF file, and then immediately attempting to import that very file back into QB...

katherinejoyceO
QuickBooks Team

Thanks for coming back, @Brian85248. I'm here to help you get past this error so you can import the fiscal year budget (Apr-Mar) in QuickBooks. 

 

As an insight, when the import isn't successful, QuickBooks will automatically create a new .IIF file for failed records with error info which is the one from your screenshots. 

 

I'd suggest you review the errors in .IIF. Here's how: 

 

  1. Select Review now, then look for ERROR to see what the problem(s) with the file is.
  2. Correct the errors and Save. If asked if you want to keep the file type, select Yes.
  3. Close the File not imported window, then import the new, corrected .IIF file.

 

You can also check out this article for additional insights: Improved IIF Import in QuickBooks 2019 and later

 

I've also found similar topics which I think might help resolve your issue. You can follow the ideas shared by another user: CJDay which is marked as Solved in this link: Budget IIF Import Error.

 

Feel free to get back and update us here in the Community. We're always around here to help in any way we can. 

 

 

Brian85248
Level 2

Please don't give me repeat solutions from previous respondents, as their solutions didn't work when I tried them after they suggested them to me. I'm still looking for a solution that will work...

JessT
QuickBooks Team

Hello Brian,

 

I will continue to help you import your budget using an IIF file, and we will take another step to achieve this.

 

During the import process, you will see a window that says Import IIF file and at the bottom part of that, you will see an option that says Import it for me. I'll fix it later. Click on that. It uses the old process of importing this type of file which is used in the older version of QuickBooks.

 

 

After selecting the said option, you will be prompted to backup your company file, which I recommend you do to preserve your existing data and you will have something to restore if there are issues along the way.

 

 

That's it. I know you've been working on this one quite a while, and happy I was able to share this detail with you. Feel free to share an update after importing your file.

Althepal3
Level 1

PLEASE HELP! I see where there wasn't a single good solution to Brian's problems. I am having the EXACT same issue that he is. The problem is NOT anything having to do with his process or his data. This process worked fine last year for me. After your update it does NOT. What he was saying is that he simply took last years file and tried to export it and re-import it without him touching the file at all. That did not work and he got the same error that I am getting (below).

 

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

 

I'm editing my initial post without the anger (sorry about that). The following link had some helpful tips and I think the process is working now.

 

https://bigredconsulting.com/quickbooks-2019-iif-import/

 

 

 

 

 

 

ReymondO
QuickBooks Team

Thank you for joining the thread and sharing your concern with us, @Althepal3.

 

I know how important it is to import your data into QuickBooks. Please know that the troubleshooting steps that were shared above are intended for resolving IFF import issues.

 

If none of these steps works for you, I'd recommend reaching out to our phone support. This way, they can check your file for any possible data damage and fix it. Here's how you can connect with them:

 

  1. Go to the Help icon and select QuickBooks Desktop Help.
  2. Click Contact Us.
  3. Write your concerns in the description box, then select Continue.
  4. Select which one of the support options you'd like to use.

Please also check out our support hours to ensure that we address your concerns on time.

 

Additionally, you can check out this article to know more about importing IIF files. This provides complete information on the task you can do using IIF.

 

If you have further questions or concerns, feel free to reach back out anytime. Stay safe. 

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