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Purchase Order IIF Importing

IfWhen running the _Purchasing - Job Costing Report you havewill be asked to save an IIF file, just put this where you can get to it from QuickBooks. 

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Partially imported files:

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You will need to review the errors like:and correct them in the QuickBooks data by adding the missing accounts or items. 



Common Errors

  1. Hardware:Drawer Slides:Blum:Drwr Slide Blm Tem 563.457 (18) The Item does not exist in Quickbooks 
    This means we need to add the item category Hardware:Drawer Slides:Blum to the item list



  2. [ERROR]image.png
    If [Sheetyou Goods:Plywood]get Thethis Item'serror Parenttell doesBrad notA existand send him the IIF file, it essentially means that it couldn't determine the associated item in QuickbooksQuickBooks [10415]and Brad will need to adjust the script to account for this item.


 

  1. Need

    Items to add    -->    Account Name  (There are probably a lot more)Inventory::

    1. Buyout:Doors    -->    Cost of Goods Sold:Direct Material:Doors
    2. Buyout:Glass     -->    Cost of Goods Sold:Direct Material:Glass
    3. Edgebanding    -->    Cost of Goods Sold:Direct Material:Edgebanding
    4. Hardware:Pulls    -->    Cost of Goods Sold:Direct Material:Accessories-Hardware

     

    Things to be aware of: 

    account
    1. Material names cannot be longer than 31 characters. IIF generator script will automatically attempt to shorten the name to 31 chars or less but in some cases the name will be so long that shortening it will result in most of the name being cut off, just be aware of this.
    2. Brad A used a copy of the QuickBooks data from February to tweak the import, there may be some things in the current data that need to be added. 
    3. Sierra Forest Products exists as a Customer and not a Vendor. Importing complains that it already exists. This needs to be fixed, I was able to fix it by renaming the Customer slightly.
    4. Need to add Buyout:Doors, Buyout:Glass items

     

    Things to be aware of: 

    1. Material names cannot be longer than 31 characters. IIF generator will automatically attempt to shorten the name to 31 chars or less but in some cases the name will be so long that shortening it will result in most of the name being cut off.
    2. Brad A used a copy of the QuickBooks data from February to tweak the import, there may be some things in the current data that need to be added. 
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