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F
Forester
October 13, 2020
Question

Provincial Tax in IIF file

  • October 13, 2020
  • 2 replies
  • 0 views

Hello,

I can see only TAXABLE field with values Y or N in IIF file format.

Is there a way to pass information about which exactly tax (GST, HST, PST) was applied to SPL line?

Currently I'm sending this information in MEMO, but as number of transaction grows, my accountant spends too much time on adjusting TAX information manually, after each import..

Thank you

2 replies

J
JamesM
October 13, 2020

Hi Forester,

 

Importing data into QuickBooks is designed to be a seamless process as QuickBooks does most of the work for you. It's vital you're categorizing and importing your data correctly. I'll be happy to steer you in the right direction with this.

 

Based on what you've described, it's important I'm able to take a look at your IIF file so we're both on the same page. Since this is a public community, I recommend contacting our support team using this link here. One of our specialists will be happy to take a look at your file and assist you in a private/secure environment.  In the meantime, check out this helpful article with more info on: IIF Overview: import kit, sample files, and headers. 

 

Let me know if you have other questions by leaving a comment below. I'll be one message away. 

 

 

O
OliM
December 26, 2023

Hi

Did you manage to solve it? I have the same problem and I am looking for solutions.

F
ForesterAuthor
December 26, 2023

Yes, I was able to solve

F
ForesterAuthor
December 26, 2023

You will need "Rightworks Transaction Pro" software, which allows import of Excel files. 
"Importer Only" version is good enough. I think they still have trial.

https://www.rightworks.com/products/productivity-software/rightworks-transaction-pro/rightworks-transaction-pro-pricing/

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