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You cant import iif data into quickbooks online you would need to convert it to a csv file first then import it into QuickBooks online.
Currently there is no option to import the data via a iif file like desktop it will have to get converted to a csv file, to be able to import it into the online product. I would suggest leaving feedback about this.
Welcome to the Community, @dmlbeach.
I'd be delighted to share some information on how you can import CSV files to QuickBooks.
If you're trying to import bank transactions, here are the factors to consider before you import the CSV file:
Also, you can use either of these formats:
Once the CSV file is prepared, you can start the importing process. Here's how:
Once completed, you can now start reviewing and categorizing each bank transaction. Also, you can refer to these articles for the step-by-step instructions about importing data in QuickBooks:
Lastly, you can read through these articles to help you resolve any errors you'd encounter during the importing process:
Stay in touch if you have additional questions about QBO. I'll be around to help you. Wishing you continued success.
If one cannot import iif, how can one import splits on single transaction or general journal transactions? What other options fare there where general journal transactions may be imported?
Hello there, John Lambert.
You can convert the IIF file to CSV as suggested by my colleagues. For your journal entries having split amounts, you can import the single transaction and split it after importing. For more details on how to split bank transactions, you can follow the steps under the Split transactions between multiple accounts section of this link: Categorise and match online bank transactions in QuickBooks Online.
You'll also want to search and get a third-party app in our Apps Center that will help you directly import your Journal Entries into QuickBooks Online. You can search something like import and a list of the related search will show. You can click each app one by one to get an overview of how it works.
I'll be around if you have other questions. Take care and have a good one!
We thinking of switching from Desktop to Online, but the inability of importing IIF files could be a deal breaker. Since this question was asked, have the online techs been working on IIF importing ability??
If you want people to switch, Intuit needs to offer all the advantages that Desktop has - otherwise, I will keep hearing feedback from people saying DON'T DO IT - STICK WITH DESKTOP!
I hear your sentiments, @HCF-Bookkeeper. I understand how convenient the feature to be available in QuickBooks Online (QBO).
As of the moment the feature to import IIF data is unavailable in QBO. The option we have is to convert it to CSV file first then import it into QBO.
Let me walk you through the steps for importing your data into QuickBooks Online:
You can check out this article about Formatting CSV files in Excel to get bank transactions into QuickBooks.
Furthermore, you can read the following articles to help you resolve any errors you’d encounter during importing process:
Let me know if you need further assistance with importing transaction. The Community is always here to assist you. Stay safe!
Are you using a third party app and only exporting data to IIF? The following steps allows an IIF file to be opened in Excel.
Save the IIF file locally
Open Microsoft Excel and in Excel, select FILE > OPEN
In the drop down for file type, change to ALL FILES (*.*)
Browse and select the IIF file
When the Text Import Wizard appears, select DELIMITED and NEXT
Select TAB as the DELIMITER
Select FILE > SAVE AS and change the SAVE AS type to an Excel workbook
I don't think the CSV solution works for anything other than uploading a set of transactions to a single account, does it? IIF files put transactions into multiple accounts. Is there a way to import .IIF files?
How can Quickbooks Online not support Intuit's own .IIF format for importing data? It's your data format? This is a deal breaker for switching to QBO.
Are there plans to allow .IIF imports directly to Quickbooks Online? The CSV solution doesn't work for anything other than a handful of transactions to a single account. How can Quickbooks Online not support Intuit's own format for importing data? IIF stands for Intuit Interchange Format. How can you not support this?
I would like to switch to QBO, but not if it requires major compromises in functionality.
If this is the case, will look for an alternative to Quickbooks. Terrible customer service
I appreciate you explaining how importing .IIF files would help you out, Chookje.
While importing .IIF file isn’t currently in our development roadmap, we are working on big improvements that will be helpful for the majority of our customers, and you’ll see those rolling out soon through our QuickBooks Blog.
For now, as a way around, I'd suggest converting your .IIF to CSV files then imports them into QuickBooks Online.
Also, I'd encourage submitting feedback within your QuickBooks Online (QBO) account. This way, it goes to our product developers to help improve your experience while using the program. I'll guide you on how.
The more requests and support a feature has, the more likely it is to be moved to the top of their priority list as a highly requested feature. The screenshot below shows you the second to third steps. To learn more about the process above, see this article: How Do I Submit Feedback?.
I'm leaving you some pointers to look into it about importing CSV files as well as steps on how to manage your transactions in QuickBooks:
I'd love to help if you have additional questions about QuickBooks. Wishing you continued success!
The CSV solution doesn't work to import and IIF file. As far as I can tell, the CSV format only supports 3 or 4 columns and will only upload into a single account in Quickbooks Online. IIF files import splits into multiple accounts.
Am I interpreting this correctly? If so, that solution doesn't work.
Please add .IIF import to the product roadmap. It's just simply unacceptable that Intuit doesn't support it's own format in QBO.
Also, how is it possible that QBO doesn't support export to TurboTax for Business (also an Intuit product). this is just unacceptable.
If this is the case, will not be switching to QBO