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QuickBooks can import most data using IIF files.  Different types of IIF files can be created using our tools. QuickBooks will import most types of financial transactions, time records, most types of list records, and budgets using IIF files. We offer tools that can help you import import transactions (e.g. the IIF Transaction Creator, Transaction Copier, and QIF to IIF… Read more »

QuickBooks does have some limits in the import area.  This is a partial list of limitations: – QuickBooks will import most transaction types, but not all.  Paychecks & Sales Orders are two transaction types that can’t be imported. – For those using Advanced Inventory, QuickBooks does not support Advanced Inventory fields for import, but also requires them to be filled… Read more »

Yes! QuickBooks can import transactions using the IIF file standard. Generally, this can be quite complicated to setup and is considered ‘programming’ by Intuit, and they don’t support questions about IIF. Several of our addins can help with this task, allowing you to convert simple spreadsheets into IIF files.

No, it does not include built- in export for transactions.  However, QuickBooks does expose its data to 3rd party tools and that can be used to create IIF files with transactions.   Then those files can be imported into another QuickBooks file.  Our Transaction Copier takes advantage of this capability and allows you to copy transactions from one QuickBooks file to… Read more »

Yes. Opening balances for lists are created by importing transactions in combination with lists. For import, this means both a new list item & an accompanying transaction must be imported. Setting this up manually is rather cumbersome, though it’s easy when using our List Importer where all you have to do is specify the opening balance amount for each account… Read more »

The IIF Transaction Creator can use CSV and other text files opened in Excel.  It will help you convert these files to IIF files for import into QuickBooks.  This is a good way to imported banking or credit card transactions where you don’t enter them as you go.  They’re imported directly into your register. The QIF to OFX Converter will… Read more »

IIF stands for Intuit Interchange Format, a file format for importing data into financial software. QuickBooks will export IIF files that contain lists & will import IIF files that contain both lists & transactions. The format is daunting for many non-programmer types. Several of our tools make it easier, including the IIF Transaction Creator, the List Importer, and the Transaction… Read more »