IIF file template for journals that will include tax
Hello morning Team,
Just wondering if anyone had any experience with an IIF file format specific for general journal uploads?
We are trying to upload one that will have GST components for each line. The default does not have the tax column (shown below)
I tried adding some columns from our BILL upload IIF template and play around with it, however the upload failed.
The error message was below:
Is there a work around that can make the GST be included in the IIF file upload?
Thanks and regards,
Nita
Answers
-
Weirdly, I tested a single double entry awhile back and it worked. Not sure what went wrong with this one. Discussion:
TAX CODE not pick up after iif file import in General journal enteries — Reckon Community
0 -
Here is a possibly relevant community post.
Searching the Reckon Help and Support Centre | Asking good questions on the Community
#TipTuesday: Picture Paints a Thousand Words | How do I add screenshots to my discussion?
0 -
Thanks Nick and Team (assuming Omar) for sending me the links to try.
I tried a few different ways based on the links but still could not get one that will work. Will continue to try it.
Thanks and regards,
Nita
0 -
Here is an example IIF file of a General Journal that makes use of a Tax Code.
You can compare the ones you are creating which are not working with this one.
You can rename and remove the ".txt" extension, or just open in Excel as a tab-delimited text file.
After viewing the IIF file in Excel, if you create a blank new QBW file, ensure that you create any Names and Accounts mentioned in the IIF before you import it.
Searching the Reckon Help and Support Centre | Asking good questions on the Community
#TipTuesday: Picture Paints a Thousand Words | How do I add screenshots to my discussion?
0
Reckon Staff 