You can export an IIF file from several places:ġ. When in doubt of whether certain changes will affect future exports, please contact us.
#How safe is importing transactions into quickbooks update
This will not trigger a re-export of the transaction, instead this will trigger an error when the system tries to update the transaction in QuickBooks (since it has been deleted). Deleting any Invoices, Credits, Payments or Journal Entries that may need to be updated in a future export.Doing so will cause errors when our system attempts to update the Invoice in a future export, such as recording a payment against that Invoice. Deleting or recording payment against open Invoices.Deleting or merging Customer records in QuickBooks Online created for your members. The Customer record is linked to the member account, so when the Customer is deleted or merged that will cause errors when exporting future transactions for that member.However the description for each line in the invoice will reflect the specific membership level, event ticket name, or cart item.Īny changes made directly in QuickBooks Online does not update our system, so certain changes will cause issues. It is not possible to have a different QuickBooks item for each specific membership level, event ticket, or cart item. For forms/carts/donation payments, the invoice will list the items purchased.Įach type of transaction – membership, events, donations, cart and other – is exported as a different QuickBooks item that you selected under the export settings. For event payments, the invoice will list the event tickets purchased.
For membership payments, the invoice will list the membership level, membership add-ons, and any discount or adjustment.
The invoice will reflect the name and address, and the items on the transaction. Note that the transaction fee entry is not created if there is no transaction fee recorded for the payment. Each financial transaction – membership payment, event payment and forms/carts/donations payment – generates:ģ.
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