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We are always asks ‘How it Works?’.  We always answer ‘Very Well’ but that not seem to satisfy them.

To this end will try answer this with what the problem is and what our solution is.

Problems:

1. The QuickBooks Windows Desktop program has an IIF Import tool but it requires Admin/Single user mode. With 10 users we cannot get everyone off and log in as Admin each time we need to import transactions in the IIF file.  Even it works it is hard to see what it imported and it creates accounts and items if they are not in QuickBooks.

1. We use QuickBooks Online and there is no way to import IIF Files.

IIF files have been used for a long time as a way of transferring information to QuickBooks.  Many systems have an export capability to product these files and many are old legacy systems than cannot be changed.. This information needs to be ‘imported’ into QuickBooks but QuickBooks cannot import transactions. So how is this to be done?

Solution:         AaaTeX IIFImporter

The IIFImporter supports QuickBooks Desktop versions and QuickBooks Online and but not QuickBooks Point of Sale.

1. Platform: Windows either on a workstation, server or a cloud environment.  It is a Windows based program that is started like any other Windows application i.e. Start Programs menu or a shortcut on your desktop. Future versions of the IIFImporter will be web/cloud based. These should be available by 2^rd quarter 2012.

1. Interface:
   1. a. Internal Text in the IIF format as documented in the QuickBooks Desktop Help for IIF files. There are usually either tab delimited text or csv files.
   2. FTP (File Transfer Protocol) can be used in the IIFImporter2012 to get the files.

1. QuickBooks Interface. The Integrator uses the Intuit provided and supported QBSDK Foundation Class (QBFC). This does not require Admin/Single user mode. It is an API for QuickBooks (there are different QBSDKs for QuickBooks and QuickBooks Point of Sale). There is no support for QuickBooks on the MAC.

1. File Formats
   1. IIF format in either tab delimited text or csv
   2. Excel spreadsheets are NOT supported by the IIFImporter.. Our TransImporter supports Excel types of files.

1. Actual Process
   1. Starting – User Start the program from the Windows Start Menu or a shortcut on the desktop
   2. File select – Select from the file list box or browse to the file/folder then
   3. double click or click on Go.

1. Configurations – Different configurations can setup
   1. Manual – You start the program and click on a couple of buttons.
   2. Automatic – You start our folder monitory to check every nnn minutes to check the selected folder for file names that match a pattern.
   3. Started from command prompt with command arguments
      1. i.      System scheduler to start at a particular time
      2. ii.      Startup Folder to start when user logs on.

1. Customizations – can be done.

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