We specialize in Excel-based add-ins and other productivity tools, both ready-to-use & custom solutions.

Use the IIF Transaction Creator to import transactions from Excel into QuickBooks. Import most transaction types including checks, deposits, bills, invoices, journal entries, credit card charges, and most others.
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The IIF Transaction Creator Pro adds the Profile Manager & other settings to the IIF Transaction Creator's features. Import most transaction types into QuickBooks including checks, deposits, bills, invoices, journal entries, credit card charges.
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Create donor thank-you statements ready to print and mail without any additional data entry. Optionally use #10 windowed envelopes - no mailing labels required.
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Create PositivePay/Secure Check files with lists of checks approved to pay ready to send to your bank. Many banks are supported.
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Create NACHA files containing direct deposit orders for employees and vendors - up to 7 individual accounts per check.
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Create NACHA files containing debit orders - collect payments directly from customer's bank accounts.
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Copy transactions from one QuickBooks company file to another. Transactions are pulled directly from QuickBooks and made ready to import into another company file. Filter your transactions based on date, account, and transaction type. Most transaction types are supported.
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Convert a QuickBooks Enterprise Company file to Pro/Premier. All data is converted so after the conversion you can continue from where you left off with no need to fix or re enter data.
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Convert OFX, QFX, and QBO files downloaded from financial institutions into IIF files for import into QuickBooks. Review & edit transactions in Excel as you convert.
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Convert QIF files created by Quicken or financial institutions into IIF files for import into QuickBooks. Review & edit the QIF transactions in Excel as you convert.
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Includes the Donor Statements - Desktop and Excel Batch-Email Manager at a 20% discount.
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Includes the Donor Statements - Online and Excel Batch-Email Manager at a 20% discount.
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Create PositivePay/Secure Check files containing lists of checks approved to pay, ready for submission to your bank. Many banks are supported directly and you can create custom files to match other banks’ specs.
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Create bulk email directly from Excel using worksheet-based mailing lists. Each email is addressed individually for privacy, and customized using mail merge fields and values. Both HTML & plain text email is supported for an optimal experience.
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Create donor giving statements ready to print and mail without any additional data entry. Optionally use #10 windowed envelopes - no mailing labels required.
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Use the List Reporter to create reports from your QuickBooks lists, trip records, and time records.
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Import lists into QuickBooks from Excel. Import accounts, employees, customers, vendors, items, classes, and other names. Also, import opening & adjusting balances for for select lists.
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Create PositivePay/Secure Check files containing lists of checks approved to pay, ready for submission to your bank. Many banks are supported directly and you can create custom files to match other banks’ specs.
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Convert QIF files or worksheets into QBO, OFX, or QFX files for import into QuickBooks, Quicken, or other OFX compatible application. Use the imported data with the built-in online banking features.
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Convert Excel worksheets into QBO, OFX, or QFX files for import into QuickBooks, Quicken, or other OFX compatible application. Then use the imported data with the built-in online banking features.
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Import time records into QuickBooks from Excel. Batch-create time sheets for your employees to fill out. Includes several customizable time sheet templates to suit many needs.
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Create A/R statements for your QuickBooks customers that are ready to print and & without any additional data entry. Statements designed to fit into #10 windowed envelopes with no mailing labels required & can also be emailed when used with the Excel Email Manager.
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Convert text file & spreadsheet data into QIF files for import into Quicken. Supports all current versions of Quicken for most all account types.
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Import your PayPal account activity into QuickBooks. Includes support for purchases and sales. Sales can be imported as invoices, sales receipts, or payments. Includes support for shopping cart details, and you can import your PayPal data without any additional data entry.
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Clean up OFX, QFX, and QBO file contents. Includes cleaning up payee names to better match your existing payee lists. Convert OFX files into QFX or QBO files to be compatible with Quicken and QuickBooks.
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Use this version of IIF Transaction Creator to import transactions from Excel into Reckon Accounts. Import most transaction types including cheques, deposits, bills, invoices, journal entries, credit card charges, and most others.
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Import time records into QuickBooks from Excel. The "Timesheet Link - IIF" uses an IIF file to integrate your lists with QuickBooks instead of the newer direct connection.
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The IIF Transaction Creator pro, Transaction Copier, List Importer, Positive Pay File Creator, A/R Statements Pro, and List Reporter sold together at a discount.
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The IIF Creator & List Importer offered together at a discount. Use the IIF Transaction Creator to import transactions and the List Importer to import lists.
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Get our most popular QuickBooks Import tools together as a bundle and save 40%.
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Purchase Annual subscription extensions for the IIF Transaction Creator Pro.
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Purchase Annual subscription extensions for the IIF Transaction Creator.
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Purchase Annual subscription extensions for the Transaction Copier.
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Purchase Annual subscription extensions for the QIF to IIF Converter.
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Purchase Annual subscription extensions for the OFX/QFX/QBO to IIF Converter.
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Use this page to purchase Annual subscription extensions for the QuickBooks Desktop Donor Statements product.
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Use this page to purchase Annual subscription extensions for the QuickBooks Online Donor Statements product.
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Purchase Annual subscription extensions for the Excel to QIF Converter.
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Purchase the Annual subscription extension for the Excel to OFX/QFX/QBO Converter.
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Purchase Annual subscription extensions for the Positive Pay file Creator for QB Online.
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Purchase Annual subscription extensions for the QIF to OFX/QFX/QBO Converter.
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Purchase Annual subscription extensions for the Positive Pay file Creator.
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Purchase Annual subscription extensions for the Positive Pay file Creator for Excel.
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Purchase Annual subscription extensions for the Direct Deposit File Creator.
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Purchase Annual subscription extensions for the Direct Debit file Creator.
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Purchase Annual subscription extensions for the A/R Statements Pro.
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Purchase Annual subscription extensions for the List Importer.
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Purchase Annual subscription extensions for the Excel Timesheet Link.
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Purchase Annual subscription extensions for the Excel Timesheet Link - IIF.
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Purchase Annual subscription extensions for the List Reporter.
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Purchase Annual subscription extensions for the Excel Email Manager.
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Purchase Annual subscription extensions for the Accountant bundle.
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Purchase Annual subscription extensions for the QuickBooks Import Tools bundle.
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Purchase Annual subscription extensions for the Transaction Creator Pro & List Importer bundle.
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Purchase Annual subscription extensions for the Donor Statements - QB Desktop & Batch-Email Manager Bundle
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Replace the broken QuickBooks Summarize Payroll Data in Excel template with a repaired version.
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Purchase Annual subscription extensions for the Donor Statements - QB Online & Batch-Email Manager Bundle
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Replace the obsolete QuickBooks Payroll Tax Form Worksheets template with a repaired version.
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Trick QuickBooks into accepting 000-00-0000 SSN's on employee records.
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