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hOW do I attach the .iif file?
File # XXXXX
Did you get the file?
They are all going to thew right line.
However they are splitting into two budgets; One called Fy 13 and one called FY 14 the latter has the numbers in August - December which are correct. However the January-July numbers go into a separate budget named FY 12
In my company information settings I already have under report information First month in Fiscal year as August and Tax Year as July but still same problem. This is how it was originally set!
There is no financial year field in the company information dialogue under compnay
QuickBooks Pro 2010 r16
I DOWNLOADED THE FILE, deleted all previous budgtes and imported but got the same thing (split years). Again in Company > Company Information there is no fiscal year setting. SDee screen shot.
Ok I did but the budget came in as a calendar year budget. How do I swithch it to the FIscal year BUDGET?
nOPE. only aUG13 - dEC 13
sAME ON bUDGET rEPORT
Ok. Thanks. I am equally baffled. AS far as charges go I am only charged when I get an answer that works? When can I expect a reply from next expert?
FYI I did try to set up a new company from scratch and reimport data but that did not seem to work either.
Thanks for all of your help.
Still have not heard back from anyone
Hi, I'm Robert and I'll be helping you with your financial software question.
Can we start at the beginning please ? You imported an IIF file that has transactions in it. What created that file ?
Do the accounts and registers come up correctly ?
A budget is usually redone at the time the report is created so to have things in the wrong years would mean that they should be in the wrong years in the accounts as well.
Here is where I am now. I started a new company and reimported a new COA which I am tweaking. Budget will have to be tweaked after that.
So I will have to continue tomorrow.
In the meantime we can look at the old company and see if we can fix that.
ok so you created the transactions in excel and imported them
can you see the imported transactions in the account registers ?
what type of transactions are they ?
Did you want to work on that tonight or tomorrow ? I am probably going to be offline for at least a couple of hours tonight but I will be here tomorrow.
Basic problem as discussed above is that when I import the Budget.iif file (which has 8//13 under start date) QuickBooks accepts the budget but splits into two fiscal years FY 13 and Fy 14. I obviously want one budget for FY 14 starting in August. Fy 13 is Jan 13- Jul13 after import and FY 14 is Aug 13 thru Dec 13 after import. Does spark any clues?. If not see you tomorrow.
I may have to do some research I didn't even think you could import a budget file. But something is off in either the way your fiscal year is set up that should either go jan to dec or april 15th to april 14th for tax reasons. it shouldn't break in august.
I would take another look at the excel file and see if there is any field in there that has 13 and 14 or 2013 and 2014 in any column in the sheet that corresponds to the way it was split up. or any number that switches with the same entries that split that way. There may be a field in the budget file that you didn't account for and it picked up a column you didn't think was meaningful.
Hold off for now. Until I restructure the COA and Budget and try this again.
Talked to a quicken rep. Between using Pro2010 and the .iif format being outmoded AND a possible corrupt software install or corrupt file it doesn't seem to want to work the way I want. Please close the ticket and list it as unsolved. Thanks for the efforts. Bottom line we need ot move up to a new Version of QuickBooks. We will keep you as a resource.
Thank you. If it was a corrupt data file you can try the verify and rebuild routine in quickbooks under file / file utilities
If it was a corrupt program file than you can re install the software.
I suspect it is more of a mismatch between the budget file and the way you created the iif file. I don't know if a more recent version of quickbooks would help. I suspect not but if quickbooks says it will than I wont argue with then over it,