Call our Customer Care team to talk to a specialist.Hi, Im Robert and Ill be helping you with your financial software question. You can also search our Support Site for an article that may help you. Our users and the QuickBooks Desktop Mac team monitor this forum daily. Download the QuickBooks Desktop Mac 2021 User's Guide Post your question to our QuickBooks Desktop Mac community.The recent opened files list is stored in 2 places: Recent Folder: The recent folder is usually located under C:Documents and Settings Your ProfileRecent (The path is different under Windows Vista), and it contains shortcuts to the recently opened files.To use the IIF Transaction Creator, arrange your data in simple row/column layouts on a spreadsheet. It integrates with and is used from within Excel.The Location Of Recent Files Information. No need to know everything.The IIF Creator converts worksheet data into IIF files for import into QuickBooks. Made for small teams and one-person superstars. Whether you’re a long-time entrepreneur or starting a business for the first time, Neat helps you make room for inspiration with tools that keep you organized and ready to grow. Import transactions from Excel into QuickBooks The IIF Transaction Creator helps you import transactions from Excel worksheets into QuickBooks.Gain the confidence to pursue big ideas.Automatic name and account conflict resolution for easy import into QuickBooks, for both existing and new “list” records like customers, accounts, and items. Built-in error checking for better results. Include just one or up to thousands of transactions in your IIF files at a time. Most transaction types are supported. Import financial transactions from Excel into QuickBooks. Examples are available from the IIF Creator’s menu and can be used as templates.Use these for additional ideas / different ways to use the IIF Creator. See the template workbooks page for useful extended templates. Examples can even be pulled directly from your QB file for review in Excel, so you can see how your accounting and other field values should look in Excel.We’ve also provided a few extras in the form of templates that you can use on their own or with the IIF Creator. You can use these examples for all of the transaction types listed above. You can access these from the Examples menu once the IIF Creator is installed.
Fix related issue that caused the column values to be ignored when accounts were set in preferences and not listed on the worksheet in columns. Add messaging to status-bar when checking for a broken QuickBooks connection – useful when it takes a few seconds.11.44: New feature to try to detect and repair a broken QuickBooks connection with no need to re-run the installer.11.41: Force the selection of the New Transaction column if it’s mapped to another name. Improve handling for date driven terms.11.45: New option to ignore the QuickBooks document number field length limits and import up to 20 characters, which are visible in reports but not on most transaction forms. Screenshots11.47: Rework calculation of due date for purchases and sales that use terms. Automatic tax calculation now uses both the customer’s and item’s taxable status when calculating the sales tax. Reword prompt that asks if the last IIF file was successfully imported.11.38: Several improvements based on customer suggestions related to Sales Tax: The IIF Creator will now automatically calculate sales tax and then adds it to transactions using each customer’s default tax item (previously it would add the tax but not calculate it.). Update text on ‘missing columns’ dialog window that can appear when checking data and exporting to an IIF file.11.39: Now only recognize and use columns that contain accounts where the columns are appropriate for the selected layout style. Fix an unreported integration issue with group items and sales tax groups where their details would be lost and not automatically added to the IIF file.11.36: No longer put up a notification when there are extra columns on the worksheet, as that caused confusion and extra columns are just fine. Document the “AutoCalc amount” feature, which lets you enter a “?” in amount fields for transaction rows and then the amount will be automatically calculated. Update Sales Tax section in documentation to match changes.11.37: Revise the AutoTax feature and document it. Updated examples to show use of the new TransTaxable column. Add a new “TransTaxable” column, related to sales tax. Now the order of the Detail Row definitions for sales tax no longer matters.Significant refresh for most dialog windows to aid in usability.Add tool-tip text to many fields in the Layout & Define Columns dialog window.Update default field names to match newer versions of QuickBooks. For example, the Bank account row of a Check cannot accept an item, nor can the Accounts Receivable row of an Invoice.For new name records, now format address fields that contain double-quote characters so the double-quotes can be imported.When using the single row multiple amounts layout style, now define up to 100 Detail Rows, up from 10, using the Configure Amounts window’s pick lists.When using the single row multiple amounts layout style, now automatically push sales tax rows to the end of each transaction in the IIF file. Now, when pulling transactions from QuickBooks as examples, enter any date range desired instead of just the last 5 days.11.35: Make sure account numbers, which are not really numbers, are treated like text.11.33: Fix an issue handling integrated lists where records include multi-row text fields.11.32: Add option to retain integration temp files for support review.When an in-product link to our site can’t be opened for some reason, now display a message with the link that can be pasted directly into a browser.When checking the worksheet, no longer look for new Items on transaction total rows – since they (correctly) won’t actually be included in the IIF file. Similarly, fix detail row only example fields that were being cleared incorrectly. Correct the name for the Transaction Account column when pulling transactions from QuickBooks as examples. The internal battery has run dry emulator macFix issue where new names were counted multiple times when error checking the worksheet when the names list is very large.11.27: Make sure older annual keys work properly with newer primary keys. When pulling example transactions from your company file, now match the example address to the selected address type option (parsed or block addresses). Updated support information written to IIF file. 2) Handle key entry case where the space between the first and last name is omitted.11.24: Resolve issue for sales tax for QB Canada where the tax rows were written to the IIF file without an account.11.23: Resolve issue introduced in 11.22 that resulted in a run time error when attempting to add an Annual product key.11.22: Better handling for sales tax when new tax items are used on the Excel worksheet or when incorrect accounting is used.11.15: Fix issue where new parsed address fields that use custom column titles were not found during export.11.11: Handle case where Excel worksheet is corrupted and Excel indicates there is only one row of used data. Reorganize the IIF file export form for clarity.11.26: Better handling for new names and the default customer name for sales when AP, AR, and the special sales tax accounts are used.11.25: 1) Sales Tax related change: Now use the account from the sales tax item and then if not found use the special sales tax account QB creates, instead of the other way around. Add warning to delete key message to explain that it’s unusual to delete keys. Quickbooks 2010 Deposits Are Not Appearing The Register Code Complexity IssuesRemove the option to auto-detect the layout style due to usability and code complexity issues.11.04: Revamp address handling and column/field mapping. Fix auto-calc issue for amounts and price each fields when in single row mode.11.06: Rework message that prompts user to choose a layout style. Fix issue related to picking a layout style where wrong style was used to create the IIF file.
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