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jjlNiche
January 10, 2024
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IIF invoice import - Have QB use existing customer address

  • January 10, 2024
  • 1 reply
  • 0 views

I'm creating IIF files for my customer to import invoices from out data system.  Ideally we like to not send over a customer address and let quickbooks use the existing customer address already in qb.  Is that possible, or must I always include addr1, 2,3, etc.

Best answer by JanbonN

Hi there, @jjlNiche. Allow me to chime in on this thread.

 

It's not possible to auto-populate your existing customer's address to your imported invoices in QuickBooks Desktop (QBDT). However, there are two ways to proceed with this.

 

The first is to include the addresses in the template before importing it, and the second is to edit the imported invoices within the program manually.

 

Please note that even if you leave the Address column blank, you still need to add Address as a header since it's part of the template.

 

Moreover, creating a backup copy before making any changes to your company file is essential to ensure you have the original data to restore in case of data loss or damage.

 

Once you've sorted this out, you can now record the invoice payments of your customers after receiving them.

 

Let me know if you have further questions or concerns about importing in QBDT. I'm always here to help. Have a great day!

1 reply

A
ArielI
January 10, 2024

Hello, @jjlNiche.

 

Let me share some insights about including addresses in importing IIF.

 

To ensure that all invoices are imported correctly, it is highly advisable to input the address information. This will minimize the chances of encountering any empty results and ensure a smooth importing process.

 

I will share an article with you explaining how to import transactions in QuickBooks, but exporting them is impossible. The article also provides a list of transactions that can be imported: Learn about IIF import and export limitations.

 

Also, before importing, it's best to create a backup copy of your company data to ensure you can restore the original file in case you run into problems. 

 

Keep me posted in the comments if you have other importing concerns in QBDT. I'm always ready to help. Take care,

J
jjlNicheAuthor
January 11, 2024

I appreciate the quick response, but, it didn't answer the question.  Is there a way, when importing invoices, to NOT include the customer address fields and have quickbooks use the existing address for that customer that is already in quickbooks?

    J
    JanbonNAnswer
    January 11, 2024

    Hi there, @jjlNiche. Allow me to chime in on this thread.

     

    It's not possible to auto-populate your existing customer's address to your imported invoices in QuickBooks Desktop (QBDT). However, there are two ways to proceed with this.

     

    The first is to include the addresses in the template before importing it, and the second is to edit the imported invoices within the program manually.

     

    Please note that even if you leave the Address column blank, you still need to add Address as a header since it's part of the template.

     

    Moreover, creating a backup copy before making any changes to your company file is essential to ensure you have the original data to restore in case of data loss or damage.

     

    Once you've sorted this out, you can now record the invoice payments of your customers after receiving them.

     

    Let me know if you have further questions or concerns about importing in QBDT. I'm always here to help. Have a great day!

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