- QuickBooks, United States
Import an IIF file into your QuickBooks data file
IIF files enable you to import lists and transactions into your company file.
- Since you cannot undo an import, you must backup your company file before proceeding.
- Before importing transactions, you need to set up Accounts, Items, Names and Sales Tax Items and Names. You can do this on one of two ways.
- You can enter the data directly into QuickBooks OR
- You can add code to your IIF file to import this data for you.
- If you do not set up this data, the import of transactions will set up some of the data, but much of it will be wrong or unusable:
- The A/R account is set up as a type bank account and you cannot change it to a Type A/R account.
- The customer name is set up as an other name and cannot be used on an Invoice.
- Sales items and Sales Tax items are set up as Type Service items and they cannot be changed to any other type.
- Log in to your data file as the Administrator.
- Switch to single user (SU) mode.
- Go to File > Utilities > Import > IIF Files.
- Browse to the location of your IIF file and highlight the file.
- Click Open.
- QuickBooks pops a message confirming your data has been imported.
- Click OK on the message.
Note: Intuit does not offer assisted technical support for creating or importing IIF files. However, there are resources available if you need help:
- Browse, search, or post a question in the QuickBooks Community Forum.
- If the IIF file was created by a third-party application, contact the application's technical support department.
- Refer to the documentation provided with the import kit.
- Search the QuickBooks knowledge base, which also includes In-Product Help.
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