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Importing iif file into Quickbooks: "You must specify a vendor name for the sales tax account"

When attempting to import an invoice iif file into another Quickbooks company file I receive this message: "You must specify a vendor name for the sales tax account"  This seems to only happen on invoices that have sales tax and taxable items.

This is on Quickbooks Enterprise Solutions 8.0
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jceo
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jceo
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1 Solution
 
stlinaeCommented:
The easiest way around it (the only way that I know of actually), is turn off Sales Tax while importing then back on once you're done.
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jceoAuthor Commented:
Thank you.  I tried this but it did not work.  
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stlinaeCommented:
Is there Sales Tax on the invoice? (I assume yes, but stranger things have happened.)
Do you have that same Sales Tax item already set up in the file you're importing to?
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jceoAuthor Commented:
Yes there is sales tax.  I actually have a batch of invoices that I am importing where some have sales tax and some do not.  The ones that do have sales tax are not being imported.  Yes, I have the same sales tax item in the company file I am importing into.  Thank you
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stlinaeCommented:
Would you mind giving an example of one of the invoices you're having problems with?
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jceoAuthor Commented:
Sure, here is one of the culprits.  This is the excel version.  I then use Transaction copier for Quickbooks by Big Red Consulting to convert it to an iif.  Thank You
invoice-example.xls
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jceoAuthor Commented:
Do you think there is any way I can edit it in excel to get it to import?
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stlinaeCommented:
Okay... While I know of Big Red, I've never used their tool so don't know what the finished iif looks like. But, in creating the iif myself, I found one major issue. You don't have a vendor name for the sales tax item on the invoice, only the customer name. XYZ Company cannot b the Name used on the Sales Tax line. it must be a vendor. (Bank of Anycity for this example)

I didn't do the term or sales rep, as it shouldn't matter, but you can see how the import should look with the sample. I'm also including a screen shot of the transaction detail report just to show you it did go in. I did have to turn Sales Tax off when importing. When you turn it back on, don't let it make every customer or every item taxable, unless they actually are.



test.xls
imported.jpg
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jceoAuthor Commented:
You are right.  That is the problem, I manually fixed it and it is working now.  The funny thing is that there is a Big Red report that creates the invoice export for me and it seems to be using the customer name instead of a sales tax vendor.  I will have to figure that out but at least now I know what the problem is.  Thank you Very Much!
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jceoAuthor Commented:
Excellent.  Very accurate
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stlinaeCommented:
Glad I could help!
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