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  #1  
Old 10-05-2017, 03:53 AM
BraeNZ BraeNZ is offline
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Thumbs down Can't import IIF file

Greetings from New Zealand

We are using Reckon Accounts Hosted for New Zealand 2017 and have a very large database of "customers", many of whom have had to obtain new email addresses as one of our largest email service providers is ceasing business.

I am not our accounts admin. but have kept a note of all the new email addresses. The accounts admin exported an iif file for me to upgrade the email addresses which I have done. However, there was another issue that needed fixing at the same time and this has caused a problem.

In NZ we have four digit postcodes. When working with the iif file in MS Excel, the postcodes are stored as numbers, and lose the leading zero. For example, the suburb of Auckland where I live has the postcode 0600. Reckon stores it as "600" which is wrong.

I have fixed all the three-digit postcodes by changing the column in the Excel spreadsheet to text but now there are difficulties importing the file into our accounts.

Has anyone else experienced this problem, and do you have any suggestions, please?

Thanks in advance for help.
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  #2  
Old 10-05-2017, 04:28 AM
Rustler Rustler is offline
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Location: Texas - The Republic
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QBO (Reckon) will not accept an iif file as an import. iif files are only used on desktop.

in the gear menu is import, then click the customers icon and use the link to download a sample excel file for import
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  #3  
Old 10-05-2017, 08:10 PM
BraeNZ BraeNZ is offline
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Hi Rustler

Thanks for this. I don't understand what you mean by
iif files are only used on desktop

Could you also clarify, please, what you mean by:
download a sample excel file for import
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  #4  
Old 10-06-2017, 04:21 AM
Rustler Rustler is offline
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Location: Texas - The Republic
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Quote:
Originally Posted by BraeNZ View Post
Hi Rustler

Thanks for this. I don't understand what you mean by
iif files are only used on desktop
Only QB pro, premier and enterprise can accept an iif file as an import

Quote:
Could you also clarify, please, what you mean by:
download a sample excel file for import
In order to import to QBO you must use an excel spreadsheet that is formatted correctly, just under the import button is a sample file that is formatted correctly.
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