Hello Brian,

I will continue to help you import your budget using an IIF file, and we will take another step to achieve this.

During the import process, you will see a window that says Import IIF file and at the bottom part of that, you will see an option that says Import it for me. I'll fix it later. Click on that. It uses the old process of importing this type of file which is used in the older version of QuickBooks.

After selecting the said option, you will be prompted to backup your company file, which I recommend you do to preserve your existing data and you will have something to restore if there are issues along the way.

That's it. I know you've been working on this one quite a while, and happy I was able to share this detail with you. Feel free to share an update after importing your file.