How to Import IIF files into QuickBooks online?

How to Import IIF files into QuickBooks online?

This article will show you methods to import IIF files into QuickBooks Online. Yet, first it is necessary to understand what an IIF file is.

What do you understand about an IIF file?

IIF, i.e, Intuit Interchange Format is a type of format. It helps to export and import lists and transactions.  Hence, you get to organize your company’s data smartly. 

Backup the QuickBooks Company File

The action of importing is non reversible. Hence, one always needs to create backups of their data. Follow the steps below to do the same : 

  • Firstly, open your QuickBooks account.
  • Then, go to files.
  • Here, navigate to the backup company option.
  • You will see a lot of options. Therefore, choose the company backup option.
  • Likewise, proceed by clicking create local backup.
  • When you are done, click on finish.
  • Next, you will see a user confirmation page.
  • Tap on ok.

Once you have finished these steps, your backup will generate itself. Hence, you can then proceed with the importing process.

The Procedure of IIF File Import in QuickBooks Desktop and Online

The import procedure for importing IIF files into QuickBooks desktop and online is quite simple. Follow the steps given below carefully. In addition, it is necessary that you run your QuickBooks in single user mode. Hence, then you can visit Utilities. There, go on to the import heading. And, click on the IIF file. Therefore, you can easily get access to the file. And later import it. 

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How do I import an IIF file into QuickBooks (On windows)? 

In order to do so, follow these steps : 

  • Firstly, Open QuickBooks.
  • Then, click on the single user mode to continue.
  • Hence, go to the file at the top.
  • Select the utilities option.
  • Then, click on the import heading option.
  • After that, select the “.IIF File” option.
  • Now, shift this. IIF file from its location. 
  • Click on the open button then.
  • You’ll get a confirmation message on your screen.
  • Hit ok.

Through these steps, you get easy access to open your IIF file in QuickBooks.

How to import IIF file into Quickbooks Desktop (MAC)?

Mac users can very easily import IIF files into QB desktop. Yet, make sure that you take a backup first of all. As the backup will save your file, in case there is any problem.

Therefore, in order to import IIF file into QB desktop (MAC), follow these steps : 

  • Firstly,Go to your QuickBooks company file.
  • Then, login as an admin.
  • Go to files.
  • Click on import.
  • Then, tap on the IIF files option.
  • After that, you can export it. 

How to Import IIF files into Quickbooks 2019 and Enterprise?

The ways to import IIF files into Quickbooks 2019 and Enterprise has been changed. Likewise, there are some rules and restrictions too. As a result, users face a lot of issues while importing an IIF file.

Therefore, we have provided an easy method below to do the same. Follow the steps carefully :

  • First, go to file.
  • Then, click on Utilities.
  • Here, tap on the import button.
  • Next, select the IIF files option.
  • You will see a new window. A message will appear, saying, ” Import it for me. I’ll fix it later.” Click ok. 
  • Hence, locate your file. Then , tap on the Ok button.

Your file and transactions and lists will be imported. Hence, you can tap the done button.

Important Things to Remember

  • Before importing the file, make sure you set items, accounts, names, sales tax, and names and tax items. Therefore, you can either add codes or directly import data into the file.
  • Set up the data yourself. In case you don’t, import will itself set it up.Consequently, data can be wrong.
  • A/R account comprises the Type bank account. Hence, do not reverse it. 
  • Likewise, you are unable to use customer names on the invoices. Since, there’s already another name.
  • Sales tax items and sales items come under type service items. Hence, you do not have any authority to shift them into any other type.

Limitations of Import and Export of IIF files in Quickbooks

  • There are a limited number of items that can be imported. 
  • While importing files, IIF files do not link transactions. Once the import has finished, one has to link invoices and payments themselves. 
  • Moreover, there is a limitation for assembly items too. You do not get access to import data in customer fields of items.
  • Likewise, for a per-item basis, one cannot import or export price levels.
  • You can only use the IIF file format. 

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How to Resolve Quickbooks 2019 file import error?

Users often get struck with issues while importing IIF files into Quickbooks. And in such a case, the tools show the following issues : 

  • The tool shows you the number of items. These numbers are for items that failed or imported successfully.
  • Moreover, you also get a new IIF file of the transactions. This file contains transactions that failed due to error.

These errors occur mainly when you are not in multi user mode. So, to avoid this, switch to multi user.

What if the file is not Imported?

In case, you can’t import files even in multi user mode and face errors, then create a new IIF file.

For the same there are three options: 

  • Review now : It helps to open the IIF file which is new.
  • Open in folder : This opens the located IIF file.
  • Close : You can close lists and transactions that do not import.

How to Fix IIF file import Quickbooks Desktop Error?

  1. Review and Import

Go to review now. Then, click on Error to find problems. Correct the errors and hit Save.

  1. Change File Extension

In case of IIF file line error, copy the IIF file. Then, click right at IIF. Select the rename option and keep the name as ‘XLSX’. Double click to open file in excel. 

  1. Using Import Tool

For IIF file import error, import tool is recommended. Go to lists, then click at item list. Clicking twice, update the items. Change their accounts to different one. Do the same for transactions. 

These are some ways to avoid errors. We hope that we have provided you all information regarding how to import IIF files into QuickBooks Online. If you face errors, you can contact us. We will be happy to help.

Login as an administrator. It is necessary that you run your QuickBooks in single user mode. Hence, then you can visit Utilities. There, go on to the import heading. And, click on the IIF file. Therefore, you can easily get access to the file. And later import it.
Navigate to the gear icon. Select payroll settings. Click on the pencil icon. Select QB Desktop for windows: downloadable IIF file. Tap continue. Type the name of the account to import data.

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