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crhambrick
March 2, 2024
Solved

Importing Invoices via IIF--Desktop 2018

  • March 2, 2024
  • 2 replies
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Is it possible to use a sales tax group when importing invoices via IIF?

The below file works but then the invoice shows the sales tax code from the first line only rather what should be which is the sales tax group.

 

When I try to change the two sales tax lines to a single line with the proper numbers (the total tax of the tax group plus the total tax amount) it just says out of balance.

 

Even tested with a 100 invoice and a sales tax group of 1% so a line that was -1,1,1.00 and still out of balance.

 

 

    Best answer by BigRedConsulting

    To do this, list the sales tax group item first, then the items that are part of the group:

    Notes:

    - The Group item row (7) should not have an account/ACCNT.

    - The tax amount is doubled, first on the group row (7) and then split out across the two (in this case) items within the group.

    - All three rows get the AUTOSTAX designation in the EXTRA column.

    - Include the tax percentage as a percentage in the PRICE column. (Not required, but a nice touch.)

     

    2 replies

    R
    RheaMaeH
    March 2, 2024

    Thank you for reaching out to the Community, crhambrick. Let me provide some details about using a sales tax group when importing invoices via the IIF (Intuit Interchange Format) file.

     

    Yes, it's possible to set up a sales tax group when importing invoices via IIF. However, it's important to ensure that you're using the correct template. If you encounter any error while using the template, I recommend contacting third-party support for further assistance.

     

    Additionally, you can refer to this article that explains how QuickBooks 2019 and later versions assist you in preventing the import of bad data by scanning your file for errors: Improved IIF Import in QuickBooks 2019 and later.

     

    Furthermore, you can visit this article to help you keep an accurate record of taxes so you can easily monitor and remit them to the appropriate tax collecting agency: Pay sales tax.

     

    Feel free to comment below if you need further assistance importing transactions using IIF or have any related concerns in QuickBooks Desktop. I'm always here to help you. Stay safe.

    BigRedConsulting
    BigRedConsultingAnswer
    March 2, 2024

    To do this, list the sales tax group item first, then the items that are part of the group:

    Notes:

    - The Group item row (7) should not have an account/ACCNT.

    - The tax amount is doubled, first on the group row (7) and then split out across the two (in this case) items within the group.

    - All three rows get the AUTOSTAX designation in the EXTRA column.

    - Include the tax percentage as a percentage in the PRICE column. (Not required, but a nice touch.)

     

      C
      crhambrickAuthor
      March 3, 2024

      BRILLIANT!!!

       

      BigRed I can't thank you enough!

      I submitted this thinking I would only get stupid responses but you nailed it and were very succinct!  Thank you very much.

       

      You will forever be in my rolodex (just kidding...wanted to throw that in to confuse the young folk) for when I decide to spend money on my accounting rather than my time.

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