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Intuit
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Export or import Intuit Interchange Format (.IIF) files

Learn how to import and export Intuit Interchange Format (.IIF) files.

Intuit Interchange Format (.IIF) files are used to export or import QuickBooks Desktop data to and from different platforms. This helps you better manage company records. We show you how to export, import, and edit .IIF files.

Note: If you are using QuickBooks 2019, see Improved IIF Import in QuickBooks 2019.

Understanding export and import limitations

There are certain limitations for exporting and importing data.

  • You can import transactions, but you can't export transactions from QuickBooks.
  • There is a maximum number of list entries which QuickBooks can process.
  • Imported IIF files don't create links between transactions. When you import an invoice and its payment, they aren't linked after the import. You must link them, and all other pairs, in the Receive Payments window or Pay Bills window. (If you need an import solution that links transactions, refer to the Intuit Marketplace for third-party applications.)
  • When importing assembly items, you can't import data in the item's custom fields.
  • You can't import or export Price Levels set up on a Per Item basis. You can import and export Price Levels set up on a Percentage basis.
  • You can't export from the U.S. version of QuickBooks. And import into the Canadian version of QuickBooks, or vice versa.
  • You can't enter numbers with leading zeroes in Microsoft Excel when creating an IIF import file. Work around: Change the format to "Custom" and put a non-numeric character in front of the number.

Note: Intuit doesn't offer assisted technical support for creating or importing .IIF files. However, there are resources available if you need help.

  • If the .IIF file was created by a third-party application, contact the application's technical support department.
  • Refer to the documentation provided with the import kit you used.
  • Search the QuickBooks Learn and Support site (Canada) or In-Product Help (Within QuickBooks, press F1 on your keyboard).

Export, view and edit .IIF files

Export .IIF files

  1. Sign in to your company file as the Admin.
  2. Make sure you are in Single User mode.
  3. From the File menu, select Utilities, then Export, and then Lists to IIF Files.
  4. Put a check mark next to each item you want to export. Then select OK.
  5. In the Export window:
    • From the Save in: drop-down, choose the location where you want to save the .IIF file (often, this will be your desktop).
    • In the File name field, delete the asterisk (*) and type a file name.
    • Select IIF Files (*.IIF) for the file type.
    • Select Save.
  6. Select OK to the message that the file was successfully saved.

View the exported file

  1. Go to the location of the file.
  2. Right-click the exported file and select Open With.
  3. Choose Microsoft Office Excel.
  4. If you get the wizard to convert a text file, select Next, then Next, and then Finish.

Edit the exported file

  1. Open the .IIF file.
    • Open Microsoft Excel.
    • From the File menu, select Open (if you're using Excel 2007 choose the Office Button, then Open).
    • Choose the location where you saved the .IIF file.
    • In the file type field, choose All Files.
    • Select your .IIF file then select Open.
    • Select Next, then Next and Finish in the Text Import Wizard. The .IIF file is now opened in MS Excel.
  2. Make the necessary edits.
  3. Save the changes you made to the IIF.
    • From the File menu, select Save. (If you're using Excel 2007, choose the Office button and then Save).
    • Select Yes on the prompt that appears.
    • Close Excel.
    • You will be prompted to save the .IIF file again. Select Don't Save.

Import .IIF files

Lists you can import

Chart of Accounts Customer: Job Supplier
Employee Other Names List Customer Type
Supplier Type Class Job Type
Item Payment Terms Payment Method
Shipping Method Customer Message Budgets
To Do Notes Sales Rep Price Level
Sales Tax Code

Transactions you can import

Account beginning balances Supplier bills Supplier bill refunds
Cash sales to customers Cash refunds to customers Credit card refunds to customers
Cheques Credit card transactions Credit memos to customers
Deposits Estimates General journal entries
Invoices Payments from customers Purchase orders
Account transfers of funds

Reminders when importing transactions

  • If you're using QuickBooks 2019 and there are issues with the import file, you'll get an error. And a message that provides details about the problem. Which makes it easier for you to identify and fix the issue.
  • You can't undo an import so you must back up your company file before proceeding.
  • You need to set up Accounts, Items, Names, and Sales Tax Items and Names. You can do this either by entering the data directly into QuickBooks. Or adding the code to your .IIF file. If you don't set this up, QuickBooks will automatically set up some of the data which may be wrong or unusable. You will end up with the following situations:
    • The A/R account is set up as a Bank account type. And you can't change it to an A/R account.
    • The Customer name is set up as the Other name. And you can't use it on an Invoice.
    • Sales items and Sales Tax items are set up as Service items. And they can't be changed to any other Item types.

Steps to import the file

  1. Sign in to your company file as the Admin.
  2. Make sure you are in Single User mode.
  3. From the QuickBooks File menu, select Utilities then Import, then choose IIF Files.
  4. Locate your .IIF file and highlight it. Then Open.
  5. Select OK on the pop up message confirming your data has been imported.

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