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QuickBooks: Will customer (account) data be loaded from the IIF file?
QuickBooks: Will customer (account) data be loaded from the IIF file?
Julia S. avatar
Written by Julia S.
Updated over a week ago

SwimOffice Admin - SuperUser

Specific account data, such as names and invoices, is intended to be managed in SwimOffice and will remain on that side ONLY. The IIF file generated each month for import into QuickBooks only has the totals for payments made and totals invoiced by Charge Categories.

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