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skenjalo73
March 24, 2021
Solved

Creating and Importing Contractor Excel Invoice to QB

  • March 24, 2021
  • 3 replies
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My company is a brokerage for the oil and gas industry. I deal only with landman contractors. I need to know how to set it up to import the excel invoices submitted by my contractors into QB so I don't have to continue entering all the data manually. I know I have to create Items but I'd really like some advice on the best most efficient way to accomplish the goal.

 

Thank you!!

Best answer by BigRedConsulting

Use the BRC IIF Transaction Creator Pro  to help you import Invoices from an Excel worksheet.

It will also automatically add new items that are encountered to the IIF file using the item type of your choice.

3 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
March 24, 2021

You may utilize the IIF feature to import Invoices data.

https://quickbooks.intuit.com/learn-support/en-us/manage-lists/iif-overview-import-kit-sample-files-and-headers/00/201577

 

If you are not familiar with it, you have other options to utilize an importer tool

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

BigRedConsulting
BigRedConsultingAnswer
March 29, 2021

Use the BRC IIF Transaction Creator Pro  to help you import Invoices from an Excel worksheet.

It will also automatically add new items that are encountered to the IIF file using the item type of your choice.

A
ahill17
August 23, 2021

I am in the same situation...were you able to make this work for you?

C
CharleneMaeF
August 23, 2021

We can import invoices to QuickBooks Desktop using an Intuit Interchange Format (.IIF) file, ahill17.

 

Before proceeding, QuickBooks uses ASCII text, TSV (Tab-Separated Value) files to import or export lists/transactions. Please refer to this article to ensure that you're using the correct one: IIF Overview: Import Kit, Sample Files, and Headers.

 

Once verified, you can follow these steps to import your transactions. 
 

  1. Sign in to your company file as the Admin.
  2. Click the File menu at the top and select Switch to Single-user Mode.
  3. Click the File menu again and select Utilities.
  4. Select Import and choose IIF Files.
  5. Look for the .IIF file and click Open.
  6. Click OK.

For more details, please see this article: Export, Import, and Edit IIF Files.

 

Aside from using IIF, you can also look for a file converter online. Then, follow the steps to import the data again.

 

Additionally, I've included these articles that'll help you learn more about importing IIF files in QuickBooks Desktop:

 

 

Feel free to comment down below if you have any other concerns or questions about importing transactions. I'm always glad to help in any way I can.

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