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December 1, 2023
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IIF Import problem

  • December 1, 2023
  • 1 reply
  • 0 views

Hi!

I created a sample IIF file below to import my daily sales.  Everything works great except that the name, "Square Inc." does not show up on import on the Deposit line (for the 513.73 amount).  So I have to manually enter that vendor name in the register for the imported transaction.  I checked and the vendor name in the IIF file matches with the name in my QB Desktop.  Does anybody know why and can you please help me to solve this problem?  Many Thanks.

 

!TRNS TRNSTYPE DATE ACCNT NAME AMOUNT MEMO
!SPL TRNSTYPE DATE ACCNT NAME AMOUNT MEMO
!ENDTRNS
TRNS DEPOSIT 10/1/2023 Chase Total Business Checking Square Inc. 513.73 10/01 sales
SPL DEPOSIT 10/1/2023 Merchant Account Fees 30.78
SPL DEPOSIT 10/1/2023 DD Accounts Receivable DoorDash.com 282.46 10/01 sales
SPL DEPOSIT 10/1/2023 Cash Account 27.56 10/01 sales
SPL DEPOSIT 10/1/2023 Tips Received -25.98
SPL DEPOSIT 10/1/2023 Sales Tax Payable Square Inc. -67.77
SPL DEPOSIT 10/1/2023 Food Sales -760.78 10/01 sales
ENDTRNS

  

Best answer by veguy

Never mind.  Thank you.  After posting this question, I found out the solution.  The solution is to NOT click on the Import IIF button but to use the option below it.  Apparently, the latter option uses a different import code.  So the NAME field is NOT ignored.  Thank you all.

1 reply

veguyAuthorAnswer
December 1, 2023

Never mind.  Thank you.  After posting this question, I found out the solution.  The solution is to NOT click on the Import IIF button but to use the option below it.  Apparently, the latter option uses a different import code.  So the NAME field is NOT ignored.  Thank you all.

AlcaeusF
December 6, 2023

Hi, veguy.

 

Thank you for sharing the steps you've done to resolve this here in the Community. This will surely help other users as well in the future.

 

Stay safe and have a good one.

May 6, 2024

@AlcaeusF - why would the name not be imported on deposits when using the "recommended" approach of clicking the Import IIF button?