By default - only an Administrator or an External Accountant can import an IIF file into a QB File. Thus any user that is managing this process that is not one of these roles needs to have permissions updated to be able to import successfully.
There are three options:
- Change the user to one of the roles that allows Import (Administrator or External Accountant)
- Change the role applied to that user to allow imports and have the permissions below:
- Create a new role (e.g) Importer that allows import and have the permissions below, and assign that role to the user.
Below is the last approach. Create a new role, called importer, with the following permissions granted:
- File - Import - Full
- Accounting - General Journal - Create
- Banking - Credit Card Charges - Create
- Centers - Vendor Center - Create & Modify
- Customers & Receivables - Credit Card Refunds - Create
- Lists - Chart of Accounts - View List & View Balance
Add the Importer role to the list of roles that this user has:
And save the user. We can now see the user has both roles:
If I then login with this role:
I should be able to import an IIF file that contains a list of vendors and a list of credit card charge transactions and refunds.