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Paul2017
June 27, 2020
Question

adding TAX ITEM to General Journal Entry Import File (IIF)

  • June 27, 2020
  • 1 reply
  • 0 views


Does anyone know if it is possible to add TAX ITEM when importing General Journal Entries via the IIF import file?


I am using the below file format :


!TRNS TRNSTYPE DATE ACCNT AMOUNT MEMO
!SPL TRNSTYPE DATE ACCNT AMOUNT MEMO
!ENDTRNS
TRNS GENERAL JOURNAL 4/25/2019 Directors Advances CA -132.18 winners
SPL GENERAL JOURNAL 4/25/2019 Office and general 116.97 winners
SPL GENERAL JOURNAL 4/25/2019 GST Payable 15.21 winners
ENDTRNS


to create the General Journal Entry attached in the image, but I had to manually add the TAX ITEM to every journal entry created by this process. Is there a way to specify the TAX ITEM in the iif file?

 

1 reply

J
JamesM
June 29, 2020

Hi Paul2017, 

 

Keeping track of your taxes is an important task. It's vital you're able to add the taxes to your journal entries. I'll be happy to share more information that'll help get you on track with managing your business. 

 

QuickBooks Desktop is a robust program which makes it simple to manage your transactions. Usually, the option to edit info and add taxes is found when mapping your transactions. If that option isn't present when mapping, you'd have to continue manually adding the taxes. 

 

If you'd like hands on assistance with mapping your Journal Entries, please contact us using this link here. One of our specialists will be happy to give you a hand with this. Otherwise, I recommend exploring apps which help with importing transaction into QB Desktop. You can search for the apps on our site using this link.

 

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

P
Paul2017Author
August 27, 2021

I just talked to Quickbooks support and specifying  "TAX ITEM" in the IIF file for general journal entries is not possible. 

 

I guess people are all entering general journal entries one at a time manually.

I assume this also means there is no 3rd party tool that can handle HST Input tax credit for general journal entries.  It is surprising that this feature is not high up on their list.

 

Please let me know if anyone personally experienced a tool that can support HST ITC.

 

Thanks

    J
    JamesM4
    August 27, 2021

    Hi there. I can see the importance of being able to manage your HST ITC and I encourage you to send feedback to our engineers by clicking the Help menu and looking for Send Feedback Online. You're more than welcome to ask other questions, I'm here to help you achieve your QuickBooks goals. 

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