Can we automatically apply payments to invoices in iif files?

My client using desktop quickbook application and we're using iif files for import into quickbooks. Right now, we import iif into quickbooks but it stays in quickbooks as payments, then we have to manually process each payment.

is there is a way in iif, to automatically apply payments to match the invoices?

As right now it is manual process and we have to 1by1 manually match them up with invoices. We need automate way.

As per my research iif does not support this feature.Imported IIF files do not create links between transactions. When you import an invoice and a payment for the invoice, they are not linked after the import. You must link them, and all other pairs, in the Receive Payments window or Pay Bills window.


Please confirm me is any way to do it through iif file or any alternate way we can do it?

Thanks

Answer

"then we have to manually process each payment.

is there is a way in iif, to automatically apply payments to match the invoices?"

Imported transactions are Never Linked. You use the Program's tools to Apply them to each other.

If the payment date is the same as the invoice, just use Sales Receipt, not AR at all.

If the Bill Payment date is the same as the date on the Bill, just use Check, not AP at all.

And never use Bills for Credit Card entries. There is no reason to mix up the two different Liability activities.


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