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Berkson Wein
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Quickbooks Import IIF: show what was just imported

Hi all

I've got a user who regularly imports transactions into Quickbooks 2011 by importing an IIF file.  It works fine.

What she's wondering is if there's a way to run a report to show transactions that were imported on a given day (or date ranges).  Being able to do this would allow her to compare what the system that generates the iif says should be imported with what QB says was actually imported.

Doable?

Thanks.
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John

8/22/2022 - Mon
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Berkson Wein

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Thinkpads_User: the transaction date won't be a viable option.  There's transactions that are entered regularly into QB, the IIF import is just additional transactions from another system.

The custom field is an interesting option.  Have more info on that?

Linda: the date ENTERED is a good start.  That won't help identify only those imported fields though, since there will be manual entries on the same day.

If I could get the custom fields into the IIF, say a field that has the data "imported from external system" or something, then I could do a report by date entered and only show those entries that have "imported from external system" in the custom field.

I'd love a pointer on how to accomplish that.  I know how to do a memorized report and put in the criteria, what I don't know is how to create the custom fields.

THANKS ALL!
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John

Hello weinberk - Any update?   ... Thinkpads_User
Berkson Wein

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I think we're either going to go with a different user or using a different general ledger code.  Thanks for your help!
Your help has saved me hundreds of hours of internet surfing.
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John

Thank you, and I was pleased to help you with this. Good luck going forward.

.... Thinkpads_User