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Was this helpful? Yes No. You must sign in to vote, reply, or post. At this time, I encourage checking your file and ensure that the details are correct before trying to import it. Also, you can download and install the.
IIF import kit to save you time and improve your results. Or, download the sample. IIF files to practice or use as templates for importing transactions into QuickBooks.
Get back to me if you have any other questions by leaving a comment below. I'm a few clicks away to help.
Have a good day! Thanks very much Angelyn T for your quick response. As mentioned we exported the quickbooks budget format and tried to reimport it and got the same errors. If there is a file quickbooks should import error free it ought to be the same file quickbooks exported but we got errors here too.
We did arrive at a solution however. Note this is not recommended by Quickbooks and maybe you should back up your quickbooks file first, but I tried it and it worked beautifully. I believe there is something wrong with the Quickbooks Import IIF file routine as it relates to the importation of budgets using Quickbooks Let me provide additional information, tthornhill.
Generally, if the information is missing when importing the data, it's possible that data was formatted incorrectly. Also, we don't recommend the option Import it for me. I'll fix it later. Since this option bypasses data review, some of the info may not be correct or complete for your books. To import the IIF file successfully, you must check the file first. Double-check the account names used, the spelling and any other typographical error.
You must ensure that the names used exist and are acceptable in QuickBooks. You can refer to this article for more details about unsuccessful import: File not imported. If the issue persists after reviewing the format, I'd suggest contacting our Technical Support Team to look into this further.
They have the tools to further look into the format of the file you're trying to import. Stay in touch with me if you have other questions about importing your IIF. I'm here to help however I can. Thanks very much LamjuViel for your response and I agree with and tried everything you recommend and each time got a similar error. As mentioned, we even created a budget in quickbooks and exported it as an IIF file and tried to reimport it to Quickbooks and got the same error message. The error message is not particularly helpful because it does not say exactly which part of the data is faulty.
The IIF import kit does not contain any information on budget errors. Other posts seem to suggest that this is a quickbooks problem. Would greatly appreciate a resolution because we are not comfortable using the "import now and fix later" option. Welcome back to the Community, tthornhill. At this time, there isn't an option to import a budget file via IIF. I'll certainly go ahead and submit feedback for you to out product developers for it to be considered as a possible option with future updates.
Thanks for reaching out to the Community! If you have any other questions, please feel free to post again. I have a related question, we use QuickBooks Premier and have a July 1 - June 30 fiscal year and budget by fiscal year. Please help to fix this issue. The import function works, but I'm having trouble determining how to import a full fiscal year of data.
Since you're having issues with your fiscal year import, I suggest checking the limitations of the IIF file you're importing. They will tell you if the data is too big, if you have any entries that are wrong in the file, and if you need to use a third-party app. The article also goes over how to import the transactions and into QuickBooks Desktop.
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