I can find info on how to import a JE but how do I convert from Excel or CSV to IIF?
Good day, @Kim Perico.
I’m here to share some information about converting Excel or CSV files to IIF and importing Journal Entries in QuickBooks Desktop.
The ability to change an Excel or CSV file to IIF is currently not available. However, QuickBooks has lots of 3rd party apps from the Intuit Marketplace for the list of applications that you can use in converting the file.
I also suggest sending feedback to our Developers for the inclusion of this option in future updates. Rest assured, I’ll do the same on my end.
Let me show you how:
1. Go to the Help menu and select Send Feedback Online.
2. Select Product Suggestion.
3. On the QuickBooks Feedback window, fill out onscreen instructions.
4. Click Send Feedback.
In the meantime, you can download a sample IIF for journal entries and manually create your own file and import it in QuickBooks. For more information, please take a look at this article: IIF Overview: import kit, sample files, and headers.
That’s it. Please let me know how it goes by leaving a comment below. I’m always here if you need further assistance. Take care and have a great day!
Yes, you can do this. It is technically possible save an IIF file directly from a worksheet, but difficult and problematic as Excel likes to format fields and that can mess up the file.
Use our BRC IIF Transaction Creator Pro to convert Excel worksheet data into IIF files with financial transactions including Journals and most other types like Invoices, Checks, Bills, Deposits and so on.
Thanks for the reply. So basically I'm getting that it's quite difficult. What about importing .QBJ files? How is that done? It seems to me it should be a pretty easy thing to import a JE but QB seems to not be that easy.
Thanks for the response. It seems like it's a little difficult so I'll probably continue to just hand key my weekly JE's.
Get the IIF kit From Intuit. It has example iif files for different transactions. Get the example file for the transactions you want to import. I copy and pasted the file in the same folder. This will make a copy of the example file. While in windows explorer rename the copied file to want ever you want to name your transaction.iif file. Open this file from within excel and you can build your transaction. then Save from within Excel. Excel cannot "Save As" an .iif file but it can save in place. Hope this helps