View Image

IIF Transaction Creator is an Excel add-i that allows you to export the data from an Excel worksheet and create a IIF file. This tool enables you to work with the same data in QuickBooks. As an Excel addin it integrates with Excel and is available directly from the menus in Excel.

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.

SUPPORTED TRANSACTIONS

Most transaction types are supported for import. You can convert these transaction types from your Excel worksheet to an IIF file for import:

Customer Invoice
Customer Credit Memo
Customer Sales Receipt
Customer Payment Received
Customer Statement Charge
Customer Estimate
Vendor Bill
Vendor Bill Credit
Vendor Bill Payment Check
Vendor Item Receipt
Vendor Purchase Order
Bank Check
Bank Deposit
Credit Card Charge
Credit Card Credit
General Journal
Inventory Adjustment
Transfer

Feature Summary:

Import financial transactions from Excel into QuickBooks. Most transaction types are supported. See table below.
Include just one or up to thousands of transactions in your IIF files at a time.
Built-in error checking for better results.
Automatic name and account conflict resolution for easy import into QuickBooks, for both existing and new “list” records like customers, accounts, and items.
Optional automatic extended amounts for sales (enter the Qty and Rate only, for example) as well as optional sales tax calculation on sales transactions.
Integrate with your QuickBooks company to create a custom IIF file designed just for your company for a smooth and reliable import.