![]() Consistently preserve list field values that look like numbers but really are not, like 00123 or 1000.0000, which previously might have been saved as numbers like 123 or 1000, losing their formatting.ġ1.73: Now use the item purchase memo/description for purchase transactions if no description is provided on the transaction worksheet. ![]() Changes to the way connection errors are added to the IIF file for support review to prevent over-zealous warnings from QuickBooks.ġ1.77: When using the multi-amounts layout style, now use the worksheet memo for each line item first, and then use the item’s memo only if the worksheet memo is empty.ġ1.76: Handle a case where an invalid Terms record was causing the IIF Creator to hang when trying to calculate the due date.ġ1.74: 20x performance improvement when reading integrated names before using the Check Worksheet or Export to IIF features. Improvements to support-related information added to IIF files.ġ1.79: Fix a compile error introduced in 11.78!ġ1.78: Better handling for keys when a space is omitted from the name portion of the key. Slight layout changes on the About & Purchase window.ġ1.81: Improve the “check for updates” button on the Ribbon which will now tell you when there is a new update. Add Support button to the About & Purchase window. Add support for auto-calculating sales tax for the single-row transaction layout style. Fixes to the auto-calculate sales tax feature so it won’t miss the last transaction on the worksheet. Properly recognize customer taxability settings when integrating lists using an IIF file.ġ1.83: Check the server for new builds only once per day. Changes to the installer to make it clear Excel 2016, 2019, 2021, and 365 are all supported.ġ1.84: Fixes to name matching so that names and name account numbers that are numbers with leading or trailing zeros will match more reliably. Re-signed the add-in.ġ1.86: Renamed some menus and ribbon buttons for clarity. Release Notes Review changes – most recent builds firstġ1.95: Changes to work around Malwarebytes uppity false positives.ġ1.93: Changes to the Layout & Define Columns window to avoid unwanted messaging related to account columns when changing layout styles.ġ1.89: Layout changes to the About & Purchase window. These specialized templates include an expense report, invoice, journal entry template, a depreciation calculator, and a loan payment calculator. Use these for additional ideas / different ways to use the IIF Creator. See the template workbooks page for useful extended templates. ![]() We’ve also provided a few extras in the form of templates that you can use on their own or with the IIF Creator. 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. 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. The IIF Transaction Creator includes examples for the various supported transactions. 100 checks or 100 invoices, or a mix of transactions.) This is the only trial limitation. You can use the fully-working trial to export up to 100 financial transactions to IIF files for import into QuickBooks (e.g. Using the IIF Transaction Creator, you can import these types of transactions:ĭownload the IIF Transaction Creator for a free trial before you purchase. Most QuickBooks transaction types are supported for import. Integrate with your QuickBooks company to create a custom IIF file designed just for your company for a smooth and reliable import.Optional automatic extended amounts for sales (enter the Qty and Rate only, for example) as well as optional automatic sales tax calculation on sales transactions.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. ![]()
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