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Replying to:
JamesM
QuickBooks Team

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Hi Forester,

 

Importing data into QuickBooks is designed to be a seamless process as QuickBooks does most of the work for you. It's vital you're categorizing and importing your data correctly. I'll be happy to steer you in the right direction with this.

 

Based on what you've described, it's important I'm able to take a look at your IIF file so we're both on the same page. Since this is a public community, I recommend contacting our support team using this link here. One of our specialists will be happy to take a look at your file and assist you in a private/secure environment.  In the meantime, check out this helpful article with more info on: IIF Overview: import kit, sample files, and headers

 

Let me know if you have other questions by leaving a comment below. I'll be one message away. 

 

 

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