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How to download the Quickbooks Desktop IIF file in AltheaSuite?

Step 1: To download the data from AltheaSuite in the IIF file, go to the Data for QB Desktop module under the System section.

Step 2: You will see 2 radio buttons to download data in the IIF file.

The following data will be downloaded in the IIF file:

  • Items
  • Customers
  • Employees
  • Suppliers
  • Taxes
  • Financial Accounts
  • Sales Invoices: These documents will be mapped as Sales Receipts in Quickbooks Desktop.
  • Sales Returns: These documents will be mapped as General Journal in Quickbooks Desktop.
  • Purchase: These documents will be mapped as Bills in Quickbooks Desktop.

Download From Last Date

When this option is selected, data will be downloaded considering the last download date. For the first time, the Last Download Date will be blank and it will consider all the data that is present for the download.

Once the data is downloaded in the IIF file, a timestamp will be assigned to the Last Download Date. From then onwards, if you download the IIF file it will consider only the data that was created or modified after the last download date.

Download Between Date Range

In this option, you can select the date range within which you want to download the data. In this case, only the data that was created or modified within the date range selected will be downloaded in the IIF file.

The IIF file downloaded will then have to be imported into the Quickbooks Desktop application.

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