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Level 1

CSV file upload - formatted csv file

I recently updated to quickbooks desktop pro from a 2011 desktop premier quickbooks. With my old program I could format a csv file and then upload a list of transactions such as checks. I would select File, Utilities, Upload IIF file (and then when searching for the file I could select my csv file). Worked well everytime. Now, I can only search for IIF file...am I not able to upload my formatted csv file anymore?!

If I upgrade to Premier will I be able to upload from csv?

 

Losing this feature is killing me. Any help is appreciated. I have been searching and reading articles for days and cannot find a fix for this.

3 Comments
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QuickBooks Team

CSV file upload - formatted csv file

Hi there, 

 

Congrats on the upgrade! It's important you're able to upload your formatted csv files and I'll be happy to steer you in the right direction. 

 

IIFs are used to export or import QuickBooks Desktop data. You can import things like your bank transactions, accountant’s changes, general journal entries, and batch transactions. You can import lists like your customer and supplier lists.

 

You can export lists like your customers and suppliers, price levels set up on a percentage basis, and payroll data from Intuit payroll services. I'll list out the items you can import below:

 

To import data, follow these steps:

  1. Sign in to your company file as an admin.
  2. Go to File and select Switch to Single-user Mode.
  3. Make a backup of your company file. This way you can restore it if the data doesn't import the way you expected.
  4. Go to the File menu and select Utilities then Import. Select Import IIF Files.
  5. Browse to your IIF file. Select it and then select Open.
  6. Select OK to confirm your data was imported.

For more info on uploading CSV files, I recommend checking out this article here: Import/export CSV files.

 

Give this a try and if you have questions, please contact our support team using this link. Let me know if you have other questions by leaving a comment below. I'll be on standby.

Highlighted
Level 1

CSV file upload - formatted csv file

Thanks for your post, I have seen and tried this recommendation however I am trying to upload a list of cheques. In the past I have formatted a csv file with these headers:

!TRNSTRNSTYPEDATEACCNTMEMONAMEAMOUNTDOCNUMADDR1ADDR2
!SPLTRNSTYPEDATEACCNTMEMONAMEAMOUNTDOCNUMINVITEM 
!ENDTRNS        

Is this type of function still available? I do not want to import just  a list but a series of checks. Is this function available in a different version of quickbooks in an improved manner?

Thanks,

Colleen

Highlighted
Level 13

CSV file upload - formatted csv file

@colleenc 

Since QBD 2019 is released, there are many unresolved technical issues with IIF feature. Consider having a 3rd party importer tool to help you.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

The template of Checks should be like this

Bank AccountPayeeTransaction DateRefNumberMemoAddress Line1Address Line2Address Line3Address Line4Address CityAddress StateAddress PostalCodeAddress CountryVendor Acct NoExpenses AccountExpenses AmountExpenses MemoExpenses ClassExpenses CustomerExpenses BillableItems ItemItems QtyItems DescriptionItems CostItems ClassItems CustomerUnit of MeasureItems BillableCurrencyExchange Rate
CheckingSunoco01/10/2020100Monthly GasSunoco1 Main Street  NewtownNJ12345USA Fuel25John's Car             
CheckingSunoco01/10/2020100Monthly GasSunoco1 Main Street  NewtownNJ12345USA Fuel50Karen's Car             
CheckingMichael's Fine Cabinetry30/09/2020101 Unitel12 Smith Ave  AnywhereNH22222USA       Cabinets10Cabinets150 Baker, Chris:Family Room Y