Learn to Import, Export, and Edit IIF Files in QuickBooks Desktop
- ron son
- 8 minutes ago
- 3 min read
Intuit offers an IIF tool to import and export data lists and transactions easily. It uses IIF (Intuit Interchange Format) files to transfer data to and from QuickBooks Desktop. Additionally, it formats the importing and exporting files, making the transfer more efficient and faster. Alternatively, we have another way of doing the same, which is copying the data and pasting it to the desired location. If you want to opt for the alternative, refer to the associated blog ” How to Copy and Paste Multiple Lines in QuickBooks Online.”
For this purpose, we have compiled a detailed blog mentioning the lists and transactions that can be imported and exported. Also, you have been guided with a stepwise method to import, export, and edit IIF files in QuickBooks Desktop. Delve into the blog to know things elaborately.
In case importing and exporting IIF files seems difficult to you, don’t worry, we have got your back covered. Give a call to +1.833.802.0002 and let the experts deal with this.
Know Import and Export Limitations of IIF Files
The following are the lists and transactions that can be easily imported to QBDT.
Chart of Accounts
Employees
Vendor types
Items
Shipping methods
To dos
Notes
Sales tax codes
Customers and customer:jobs
Other names
Classes
Payment terms
Customer messages
Sales reps
Vendors
Customer and job types
Payment methods
Budgets
Price levels
Account beginning balances
Cash sales to customers
Checks
Deposits
Invoices
Account transfers of funds
Vendor bills
Cash refunds to customers
Credit card transactions
Estimates
Payments from customers
Vendor bill refunds
Credit card refunds to customers
Credit memos to customers
General journal entries
Purchase orders
There are limitations on the number of list items you are eligible to import.
Follow the Steps to Import, Export, and Edit IIF Files in QuickBooks Desktop
In this specific segment, we have given you some steps to import, export, and edit the IIF files. Look at each step thoroughly so that you don’t fall into trouble.
Export IIFs
Go through the steps below to export IIF files:
The very first step is to sign in to the company file as an admin.
Remember: If you are in a multi-user environment, move to the File menu> Switch to Single-user Mode.
Head to the File menu.
Choose Utilities.
Tap on Export.
Click on Lists to IIF files.
Now, pick the lists that need to be exported.
Choose OK.
Head to the Save in dropdown.
Here, you need to save your IIF file, so pick a location for this.
Name the file.
Choose Save.
Recommended to Read: How to Fix Can’t Export QuickBooks to Excel Error Quickly?
Import IIFs
If you are trying to import the IIF files, first, you need to save a backup of the files so that they can be restored later from the backup.
Sign in to the company file as an admin.
Remember: If you are in a multi-user environment, move to the File menu> Switch to Single-user Mode.
Head to the File menu.
Click Utilities.
Tap Import.
Select Import IIF.
Now, select the IIF that needs to be imported.
Click on Open.
Choose OK to confirm the import.
Edit an IIF file
Go to the File menu in Microsoft Excel.
Choose Open.
Head to the File Type dropdown.
Click on All Files.
This time, you need to select the file that you need to edit.
Click Open.
Hover over the Text Import Wizard.
Tap on Next.
Click Next and Finish.
Make the required changes to the IIF file.
Move to the File menu.
Choose Save, followed by Yes.
Exit Excel.
Then, you will receive a prompt to save the IIF file again.
Tap on Don’t Save.
The Bottom Line
Throughout the blog, we discussed the step-by-step method to import, export, and edit IIF files in QuickBooks Desktop. Moreover, you have been provided with lists and transactions that you can import and export. If you need professional assistance, to avoid risk, dial +1.833.802.0002 and speak to an expert.
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