Import transactions from Excel into QuickBooks
The IIF Creator converts worksheet data into IIF files for import into QuickBooks. As an Excel add in it integrates with and use used from within.
To use the IIF Transaction Creator, arrange your data in simple row/column layouts on a spreadsheet. Several layout options are supported including a simple single-row layout and a more complex multi-row layout that resembles a QuickBooks Journal report. Examples are available from the IIF Creator’s menu and can be used as templates.
- Import most transaction types into QuickBooks based on your Excel worksheet data (e.g. Checks, Deposits, Invoices, Bills, General Journals, and so on.)
- Include just one or up to thousands of transactions in your IIF files at a time.
- Built in worksheet error checking for better results.
- Automatic name and account conflict resolution for easy import into QuickBooks, for both existing and new list records.
- Automatic sales tax calculation for sales transactions.
- Integrates with your company to create a custom IIF file designed just for your company for a smooth and reliable import.
Most transaction types are supported for import. You can convert these transaction types from your Excel worksheet to an IIF file for import:
|Sales & Customers
||Purchases & Vendors
||Banking & Credit Cards
Bill Payment Check
Sales Tax Payment
Credit Card Charge
Credit Card Credit
Download the IIF Transaction Creator for a free trial before you purchase. You can use the fully-working trial to export up to 100 financial transactions to IIF files for import into QuickBooks (e.g. 100 checks or 100 invoices, or a mix of transactions.) This is the only trial limitation. Later when you purchase use your product key to unlock the trial.
Free Examples & Templates
The IIF Transaction Creator includes examples for the various supported transactions. You can access these from the Examples menu once the IIF Creator is installed. You can use these examples for all of the transaction types listed above. Examples can even be pulled directly from your QB file for review in Excel, so you can see how your accounting and other field values should look in Excel.
We’ve also provided a few extras in the form of templates that you can use on their own or with the IIF Creator. See the template workbooks page for useful extended templates. Use these for additional ideas / different ways to use the IIF Creator. These specialized templates include an expense report, invoice, journal entry template, a depreciation calculator, and a loan payment calculator.
10.38: Better handling of transaction cleared status values, better default account values (and new settings for default income and expense accounts), as well as smarter default accounts for new inventory items.
10.37: Fixed issue where Annual product keys were sometimes not displayed.
10.33: Dialog window changes to link customers to QB 2019 import recommendations. Tweaks to the file format.
10.32: Fix error with insert list record feature that caused an error if there were no integrated lists.
10.31: Changes for QB 2019 (more!) including new help links.
10.29: Additional changes for QB 2019. Date fix for some international locations.
10.28: Changes to purchase transaction handling so that item and non item rows will appear on the correct tabs in QuickBooks.
10.27: Fix issue with mapping dialog that caused lists of records to match to be empty.
10.26: Changes to accommodate QuickBooks 2019 and Enterprise 19.0
10.24: Updated example templates to address more common questions and display additional columns. Revised notes.
10.23: Changes to the column mapping dialog to help prevent invalid Account and Amount field selections. Updated documentation.
10.22: Significant changes to the custom menu and Ribbon, and also updated the documentation to match.
10.19: Changes to About & Purchase dialog to handle more than one product key. Fix for Excel 2016 to resolve issue where app would not load properly.
10.18: When adding a Job to an existing customer, copy various contact information from the customer.
10.17: Now when mapping the Account column to nothing, the default name “Account” is not used. This helps when the “Account” column on a worksheet is used for a customer or vendor account and not a GL account.
10.16: For the single row multi-amount layout format: Now when no other account is found the amount column name is correctly used for the transaction detail row.
10.15: Now capture name addresses when specified for detail transaction rows. Also, when adding a job to an existing customer, use the customer address if no job address is specified on the worksheet.
10.14: Changes to the way integrated group items are stored in the list cache to handle larger groups.
10.07: Set newer 64-bit connection method as the default method. Also some minor bug fixes