Importing transactions into QB Pro 2001

[HB]

Hello All

Can I import a series of transactions into QB in one IIF file. If so do I
have to repeat the field headers and END TRNS! after each transaction or
just once fotr the whole series.

Many thanks in advance

Hoard Bennett

[Jeff H]

Yes, you can import a series of transactions all in one IIF file. The
headers, prefixed with an exclamation point, only need appear once at the
top of the file.

!TRNS ...
!SPL ...
!ENDTRNS
TRNS ...
SPL ...
SPL ...
ENDTRNS
TRNS ...
SPL ...
ENDTRNS
TRNS ...
SPL ...
SPL ...
SPL ...
ENDTRNS
...

You can also place other types of import items in the same IIF file, such as
customers, vendors, accounts, etc., if you need to. Be sure to use a test
copy of your QBW file to test your IIF files until you get the import
working smoothly.

-Jeff Hamblin
Qtools Software
www.qtools.com
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[Brian]

I have been trying to create a new company file, utilising a mixture of new
and old stock items. There are about 4000 in all. Rather than manually
import and alter them all, I exported old item lists from the existing
company file (we're creating a new company) and imported them into excel. I
added new items to the spreadsheet and once the modifications were complete
I formatted the info as per qbw helpfile instructions (!INVITEM) etc.
The items import well enough, but they change in status from Stock to
Service items and lose all the price information and custom field info
(which doesn't seem to be applied to service items). I have tried this about
7-8 times now and always get the same result, no matter how I do it. What
baffles me is the way the word stock is converted to service...

Is this a fault in the newer version, or a user fault?

Help gratefully appreciated!

Brian

[Jeff H]

I suspect that, in your message, you're not using the actual header and
keywords names from your IIF file -- that makes it hard to determine your
problem. For example, the header name is INVITEMTYPE, while the keywords for
that field are either SERV for a service item, and INVENTORY for an
inventory part item (which is what I assume you mean by stock). Search on
"import" in QB help for a complete reference on importing.

Be sure you have activated Inventory in preferences for the company before
trying to import INVENTORY type items.

Following are 5 rows (wrapped and separated for easier viewing) of an IIF
that will import successfully. Be sure to use a test QBW file to try this
our you will add a bunch of junk to your company file that you don't want.

!INVITEM,NAME,INVITEMTYPE,DESC,PURCHASEDESC,ACCNT,ASSETACCNT,
COGSACCNT,QNTY,QNTY,PRICE,COST,TAXABLE,PAYMETH,TAXVEND,
TAXDIST,PREFVEND,REORDERPOINT,EXTRA,CUSTFLD1,CUSTFLD2,
CUSTFLD3,CUSTFLD4,CUSTFLD5,DEP_TYPE,ISPASSEDTHRU,HIDDEN,
DELCOUNT,USEID

INVITEM,Subs:Test Service,SERV,test service desc,test service purchdesc,
Construction:Subcontractors,,Job Expenses:Subcontractors,0,0,0,0,N,,,,
Wheeler's Tile Etc.,,,,,,,,0,Y,N,0,N

INVITEM,Test Inventory,INVENTORY,test inventory desc,
test inventory purchdesc,Construction:Materials,Inventory Asset,
Cost of Goods Sold,0,0,0,0,Y,,,,Thomas Kitchen & Bath,15,,,,,,,0,N,N,0,N

INVITEM,Test Part,PART,Test part desc,test part purchdesc,
Construction:Materials,,Job Expenses:Job Materials,0,0,0,0,Y,,,,
Perry Windows & Doors,,,,,,,,0,Y,N,0,N

INVITEM,Test Other Charge,OTHC,test other charge desc,
test other charge purch desc,Checking,,,0,0,0,0,
N,,,,,,,,,,,,0,N,N,1,N

--

-Jeff Hamblin
Qtools Software
www.qtools.com
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