Comments on: QuickBooks Add On Programs: IIF

By: Evaluating QuickBooks Integration Applications : QuickBooks and Beyond

Evaluating QuickBooks Integration Applications : QuickBooks and Beyond — Mon, 21 May 2012 16:02:57 +0000

[...] IIF is the old method of integrating applications with QuickBooks. IIF stands for Intuit Interchange Format, and is a special type of text file. I mention it here so you know it exists, but in most cases, you would not want to choose an application that uses this method to integrate with QuickBooks. Intuit has publicly stated that this is not a supported method, and applications that use this method will not pass the Intuit testing process. From a practical perspective, it is not recommended since there is: [...]

By: Charlie

Charlie — Fri, 20 Apr 2012 16:58:41 +0000

Jessica, offhand I don’t have an answer. I haven’t had my hands on a system that had this problem. I’m not sure when exactly that addin is installed. QuickBooks tech support should be able to help you – or better yet, get in touch with an Advanced certified QuickBooks ProAdvisor to get help – they have access to a higher level of support from Intuit.

By: Jessica

Jessica — Fri, 20 Apr 2012 16:51:05 +0000

Hi Charlie,
I am using the 2012 version of Quickbooks and it has the ability to generate reports in Excel and integrate the reports with quickbooks. Here is what I know: Run a report in QB, export it to Excel, save the Excel file. Here is my problem: I run the same report once a week and I have 8 different companies in my QB that require the same report weekly. Quickbooks 12 has an integration feature that is supposed to work with Excel and let the user update the excel file without even opening QB. I cannot get this function to work properly. It always gives me an error message about needing the INTUIT EXCEL ADDIN. For some reason this addin is listed for some of my 8 companies, but not all. (It is under Preferences, Integrated Applications, Company). How do I get it on that list if it isn’t already there? I see no way of adding it to the list and I cannot find any articles online to help. Can you offer any assistance?

By: Charlie

Charlie — Fri, 30 Mar 2012 22:52:07 +0000

That would depend on what version of QuickBooks you are using, and which credit card company.

Some credit card companies provide a Web Connector (QBO)file that can be imported into QuickBooks.

You might also look at tools from Baystate Consulting and Zachary Systems

By: Chris Lawing

Chris Lawing — Fri, 30 Mar 2012 22:41:29 +0000

Thanks for all of the great info. I am a little new to some of the details of doing these things in QBs but have done a ton in other software.

I would like to download all credit card spending transactions and get them into QB as transactions. It sounds like using one of the apps (not IFF) such as Big Red Consulting would be the best way to accomplish this. I am going to delve in and try to figure it all out. Any pointers, warnings, suggestions you have would be most appreciated.

Regards,
Chris-Charlotte NC

By: Importing QuickBooks Transactions with the Transaction Pro Importer : QuickBooks and Beyond

Wed, 22 Feb 2012 17:06:23 +0000

[...] This is an older format, accessed via the File/Utilities/Import/. This is an older format (see my older article on IIF). Intuit hasn’t been updating this for many years, and it isn’t always reliable. I always [...]

By: Charlie

Charlie — Wed, 30 Nov 2011 17:12:06 +0000

Darwin, I avoid working with IIF files whenever possible, because of the great likelihood that an IIF import will corrupt the QB file. So I’m not an expert on that. Note that IIF doesn’t support all of the transaction types that are found in QuickBooks, since it is no longer actively being developed by Intuit.

The best source for documentation on IIF is found at http://support.quickbooks.intuit.com/support/Articles/HOW12778, where you can download the IIF Import Kit. That is Intuit’s set of documentation.

By: Darwin

Darwin — Wed, 30 Nov 2011 14:55:08 +0000

Hello, Charlie – I am having trouble finding a list of valid “TRNSTYPE” values to programatically write an IIF file. You have a table of transaction types on this page, but for instance, my understanding is that “CASH SALE” is a valid TRNSTYPE, but I don’t see it on your list. I would like my customers to be able to select the transaction type from a dropdown list prior to generating the .iif file from my software. I’ve googled and even searched the Intuit site for “TRNSTYPE”, with no success. Can you please point me in the right direction?

By: Charlie

Charlie — Sun, 26 Dec 2010 05:14:33 +0000

Shelly, sorry, I avoid working with IIF imports, so I don’t know the answer.

By: shelly

shelly — Sat, 25 Dec 2010 16:08:45 +0000

I have posted this question twice on the Intuit’s community website but no answer. Could it be that the charge that I imported is not linked to the “unbilled Cost by Job Report?”

Unbilled item imported through IIF not showing up in the Unbilled Costs by Job rep

I created an IIF import file to import billable items however, when I go to the Unbilled Costs by Job report, the unbilled item is not recorded. To see a few screen shots of what I am facing you can click on the zoho link at :

http://viewer.zoho.com/docs/pLabcca.

On 12/01/10 I entered $250.00 the conventional way by clicking on banking, and entering the credit card charge manually. That transaction showed up on the Unbilled Costs by Job report.
However when I entered the $68.17 using the IIF import, it does not show up on the Unbilled Costs by Job report , Is something wrong with my IIF file heading or is the column missing something?
Thanks