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QuickBooks 2019 IIF Import

QuickBooks Changes

Intuit has changed how QuickBooks 2019 imports IIF files. It now optionally imposes many more rules and restrictions in order to ensure that the contents of the import file are valid. Unfortunately this also brings new restrictions and some errors where causing QuickBooks to not import valid data in the IIF file. As a result, IIF files created with older versions of our apps will no longer import using the QuickBooks 2019 default import path.

Import Options

QuickBooks now actually offers two ways to import: The new default method and the older method you have been using with older QuickBooks versions, which is rather hidden behind a scary-sounding link.

The options, seen here, are using the blue Import IIF button and the link “Import if for me. I’ll fix it later”:

The IIF Import button imports using the new and somewhat restrictive error checking method. IIF files created with older releases of our apps will not import using this method.  As of R1 there also several bugs and unnecessary restrictions.

The Import it for me link uses the old method you may have been using safely with IIF files our apps create for many years. IIF files created with older releases of our apps will work with this option.  You may need to use this option in order to get around bugs with the new method or for cases that are valid but not allowed using the new method at the time of this writing. (R1, soon after initial release.)

Other Notes

Importing now closes all windows on the desktop (no way around it) and then puts up a new intermediary dialog with the two import options as seen above.

Known Bugs

There are some new unwanted restrictions and also some impossible-to-explain-away bugs, including:

  1. When importing time records, QuickBooks may error and indicate that the related employee address is invalid – even though you are not importing changes to the employee.
  2. Also when importing time records, QuickBooks will not import class values unless they are a date – even though the class list is not a list of dates.
  3. QuickBooks ignores the Send Later (email) status for sales forms and will not set it.
  4. QuickBooks will not import reverse/credit lines on transactions. For example, you can’t import a return line item on an invoice, a line that reduces the invoice total.

Recommendations

If importing using our apps, download and install the latest release of the app(s) you’re using. 

  • Start here to download: BRC Get the Latest Free Product Releases
  • The latest releases of our apps will create IIF files that are different than older versions and are compliant with the new Import IIF option (though we still can’t work around the bugs listed above.)
  • These releases also contain the latest code, feature changes, and fixes to other unrelated issues.

Use the Import it for me option (the link on the import dialog)

  • This is the option all older versions of QB offer and is safe.
  • The “I’ll fix it later” text suggests you’ll have to fix something, but that misleading and is very unlikely to be the actual case.

If you choose to use the new Import IIF option (the button)

  • Be prepared to be stopped by issues that may not really be issues.
  • If there are issues, QuickBooks will create a copy of the IIF file with error notes. You can open it in Excel for review. You may be able to deal with this issue or want to send us a support request.
  • If you encounter a new unnecessary QuickBooks restriction or bug, use the Import it for me option to import the file.