Log in to your data file as the Administrator. Sales items and Sales Tax items are set up as Type Service items and they cannot be changed to any other type. The customer name is set up as another name and cannot be used on an Invoice. ![]() The A/R account is set up as a type bank account and you cannot change it to a Type A/R account. If you do not set up this data, the import of transactions will set up some of the data, but much of it will be wrong or unusable. ![]() You can do this on one of two ways.You can enter the data directly into QuickBooks ORYou can add codes to your IIF file to import this data for you. Since you cannot undo an import, you must backup your company file before proceeding.īefore importing transactions, you need to set up Accounts, Items, Names and Sales Tax Items and Names.
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