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LaundryYard
August 15, 2017
Solved

IIF Import

  • August 15, 2017
  • 1 reply
  • 0 views

I’m learning to use the IIF import for cash sales and deposits.  I’ve successfully imported the transactions but find that “Banking”, “Make Deposits” shows them available or uncleared even though undeposited funds is zero.   Is there any way to match up/clear these transactions in the IIF import?

    Best answer by

    Hi LaundryYard, 

     

    I think that the issue is in the Cleared column. If you have that header,  make sure to change the N to a Y  for each transaction.  

     

     

     

    Here are a few other tips that may help you along the way:

     

    • Never import an IIF without backing up your data first because the process is irreversible
      • When working with IIF files, I normally work out of a copy of the company file until I get the results I want. Then I re-import to the working file after backing it up
    • For large amounts of data, I prefer to use a transaction importer, or if using QuickBooks  Desktop Accountant, I use the Batch Import Transactions tool 

    1 reply

    A
    Anonymous
    Answer
    August 15, 2017

    Hi LaundryYard, 

     

    I think that the issue is in the Cleared column. If you have that header,  make sure to change the N to a Y  for each transaction.  

     

     

     

    Here are a few other tips that may help you along the way:

     

    • Never import an IIF without backing up your data first because the process is irreversible
      • When working with IIF files, I normally work out of a copy of the company file until I get the results I want. Then I re-import to the working file after backing it up
    • For large amounts of data, I prefer to use a transaction importer, or if using QuickBooks  Desktop Accountant, I use the Batch Import Transactions tool 
    L
    LaundryYardAuthor
    August 15, 2017

    Thanks John for the suggestions.  I'll take a looked at the cleared column and see if that will give me the desired result.  I don't have large amounts of data to import so hopefully the IIF files will get the job done. 

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