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I appreciate the details that you've provided, me to provide additional insight about importing transaction in QuickBooks Desktop. So any assistance would be appreciated prior to my throwing in the towel and $170 to a gamble that the 3rd party SW will be any better than my feeble attempts to decipher QB's requirements from their general assistance. IIFs for QB, found a 3rd party app for ~$170 or so, but since I am an hyper user of excel, I can easily structure the excel sheet in whatever manner QB requires if I could only figure out what it is (SPECIFICALLY to the ASCII chars) required for my friend's specific QB version, account names, etc. During my fun times, I have made modifications to the number of fields (like the 41 showing in the sample from QB for trns, the format of the data, etc.
IMPORTING TRANSACTIONS INTO QUICKBOOKS VIA .IIF FILES PDF
pdf of my system, however for the header I had to guess at the Version number, the product name, the time format was most confusing so I guessed at that as well, I included also a couple of screen shots of the check register showing typical entries I am hoping to import if I can get anything to work at all, and I also included a side by side listing of the QB provided general examples of the header, trans spl and endtrns as well as my feeble attempt to match my specific system to those examples for comparison. I don't know if the header is the issue, I don't have the proper number of fields (too many or not enough or in the improper order or whatever else that can go wrong), there may be a typo on some field, I didn't use the proper tab delimited vs comma separated format, et al. Since I am out of ideas, and I know any subtile (or not so subtile) detail goof up the import, I need anyone's assistance to get the thing to work at all.
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I uploaded a file with the information from my 2009 "about" file, my transactions and the sample transactions from the files I was told to use as a model from QB. I did only 1 simple deposit and 1 simple expense, neither posted but the import said it was successfully imported. What I found is I can't get any transaction to import, even though the header, trans and spl (and endtrns) are all in place. Thanks, so I decided to try a basic simple import to try to get it going at all. Keep in touch if you need more help with this, and I'll be here right away to assist you. Maximum number of QuickBooks Desktop list entries (list limits and custom fields).IIF Overview: import kit, sample files, and headers.For more information about this process, and the maximum number of entries allowed, you may check out these articles: Once you're done, go back to QuickBooks and try to import the file again. With that said, I'd recommend you review the file and make sure that the Quantity, Rate, and Amount of these transactions follow this format. However, they should follow the right format.Ĭurrently the maximum number allowed should only contain eight digits to the before the decimal point and 2 digits after it ( 99,999,999.99). Thanks for the clarification, Jim Culpepper.Īllow me to join this thread and help you import your transactions successfully to QuickBooks.įirst, I'd like to provide a confirmation to your original question, which is yes, you can import transactions from previous years that involve income and expense accounts (P&L accounts).