Quickbooks IIF Import |
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File ... Import Database ... Quickbooks IIF
About Topic
IIF-formatted files are almost universally accepted by many point of sale and accounting software packages. The IIF (Intuit Interchange File) format was created by Intuit, makers of Quickbooks as a way to exchange data from their software to others. A single IIF file can contain information related to customers, invoices, inventory items, and so on. It can also contain several entries of all types, so one file has the potential to have hundreds of customers, receipts, payments, etc. contained inside of it.
Many software packages can export these files because of their ease of creation. ManageMore supports the importing of these files, which can bring in large amounts of external data for your use within ManageMore.
In this Topic
Field by Field Help - Quickbooks IIF screen
Related Topics
4.7 Importing Data
5.1 Customers
5.3 Prospects
10.1 Vendors
11.1 Supertrack Inventory
Field by Field Help - Quickbooks IIF Import screen
Several buttons will appear at the bottom of the window at all times. One or more of these buttons will be available on each screen of the wizard:
Cancel
Click this button to stop the import process and close the wizard.
Back
Click this button to go back one step in the wizard.
Next
Click this button to go forward one step in the wizard.
Finish
Click this button to end the wizard process and import the IIF file information.
Welcome to the Import IIF Wizard
File Name
Enter or browse and select the full path and file name of the IIF file to be imported.
Import Problems
This window will show if one or more issues are detected with the IIF file to be imported. This does not necessarily mean there is a problem with the file, rather ManageMore has detected that there are some things about this file that warrant your concern.
Line
Indicates the line number where the issue can be found.
Record Type
Displays the type of record that the issue centers on.
Problem Type
Displays where the problem in the line exists.
Message
Indicates specifically what is or may be problematic with this line of the file.
View File
Click this button to view the IIF file in its entirety (will open a separate text editor window within ManageMore).
Record Counts
This window will show a record counts of all of the records found within the selected IIF file. Double clicking on a line will select or unselect the records for importing.
Record Type
Displsys the kind of record found within the file.
Record Count
Indicates how many of that record were found in the file.
Notes
Displays any special consideration that will be given to these records (such as saving them into a list with a different name than used on the file).
Import Location
This window allows you to set location information for the items to be imported.
Default Location
Enter or select the location which should be used when there is no location information on an imported record.
Location of transaction/detail is determined from Class
Check this box to have the location of an imported item determined by the Class data that comes with it. New class information will elicit a new location record being created in ManageMore.
Finish the Import
File Name
Displays the file name for reference purposes.
Total Records to be Imported
Displays the total number of records that will be imported to ManageMore.
Total Records to be Skipped
Displays the total number of records that will be passed over while importing.
Total Warnings Reported
Displays the total number of true warnings (not including informational warnings) that were reported with the file in the Import Problems step of the wizard.
| Q01. | Does having this IIF import mean that I could have a computer programmer make a separate order software for me and that I can import the information into ManageMore? |
| A01. | Certainly! If you have a software program created for you or if you elect to use another software package for some function and it can export out information into an IIF file, we can gather that information for your use in ManageMore. |
| Q02. | How do I go about making an IIF file? |
| Q02. | This is an advanced topic, but good explanations can be found by typing "IIF file definition" into any search engine. You can also find additional information concerning the structure of an IIF file at the following web address: http://www.quickbooks.com/support/faqs/docs/w_iifheaders.html |
| Q03. | I don't see my question here. Where else can I get information? |
| A03. | Visit our website's Technical Support section. |
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