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A couple of years ago I created some spreadsheets to help me migrate data into QuickBooks. I set up a worksheet that followed the IIF format and then saved it as a tab delimited file. The biggest problem was that one row of data required three rows in the IIF format. If you try and [...]

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For several years I have successfully used the QuickBooks IIF format to import bills, checks, and employee hours. I have been less successful with invoices and I was unable to import payments. Several times I considered writing a C# or VB program to import the data but I backed off because it looked like it [...]

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I just got through making a comprehensive budget/cash forecast for our local Habitat affiliate. I made a budget for affiliate two years ago but I was dissatisfied with the results. I plugged the historical values from our income statement into a spreadsheet and after a few calculations I plugged the resulting values back into QuickBooks. [...]

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A while back I wrote a post called, “Update to Excel Macro to import IIF transactions“. In it I talked about a macro I was working on to import IIF transactions into QuickBooks. I had intended to share the macro once I got finished testing it. Well, I have finished testing it. There is good [...]

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With a shout out to Mike in the blog comments… he said “I was troubleshooting an installation of QB07 on a 2003 Terminal Server. I had all the security modifications that I have used for the previous versions and it still wouldn’t work. What I discovered is that normal users don’t have but need rights [...]

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