Integrate with your QuickBooks company to create a custom IIF file designed just for your company for a smooth and reliable import.I need someone to help me format a IIF file so we can import credit card transactions into Quickbooks. Optional automatic extended amounts for sales (enter the Qty and Rate only, for example) as well as optional sales tax calculation on sales transactions. IIF is a tab delimited import file, often created or edited in a spreadsheet application (such as Microsoft Excel). IIF does NOT import list balances, only list data. Intuit Interchange Format (IIF) imports transactions and lists. (This document ONLY COVERS IIF transaction importing): 1. Include just one or up to thousands of transactions in your IIF files at a time.īuilt-in error checking for better results.Īutomatic name and account conflict resolution for easy import into QuickBooks, for both existing and new “list” records like customers, accounts, and items. There are three import methods for use with QuickBooks. Import financial transactions from Excel into QuickBooks. I need someone to help me format a IIF file so we can import credit card transactions into Quickbooks.
This same system allows the client to export credit memos to an IIF format so those can be imported into QuickBooks as well. You can convert these transaction types from your Excel worksheet to an IIF file for import: For credit card transactions, the Debit column refers to charges/spending and the Credit column refers to payments. We have a system built that exports invoices to an IIF file format so the client can import the invoices and all the invoice line items into QuickBooks. Most transaction types are supported for import. Examples are available from the IIF Creator’s menu and can be used as templates. Several layout options are supported including a simple single-row layout and a more complex multi-row layout that resembles a QuickBooks Journal report. Some browsers will try to use its associated program, QuickBooks, to view the file instead of simply displaying it. To use the IIF Transaction Creator, arrange your data in simple row/column layouts on a spreadsheet. The article view contents of a QuickBooks IIF file describes how to view an IIF file in your browser. Upload File, Map your fields and Import transactions into your QuickBooks from excel or CSV Files. As an Excel addin it integrates with Excel and is available directly from the menus in Excel. SaasAnt Transactions A complete solution for Bulk Import, Export, Delete Transactions & Lists from QuickBooks Available for QuickBooks Online & Desktop QuickBooks Desktop Or QuickBooks Online Simple Process Easy to use interface.
This tool enables you to work with the same data in QuickBooks. IIF Transaction Creator is an Excel add-i that allows you to export the data from an Excel worksheet and create a IIF file.
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