Skip to content

How to Import Iif Files Into QuickBooks Online

We should first comprehend the IIF file format before delving into the specifics of importing the IIF file in QuickBooks Online. IIF files are text files that the QuickBooks program uses for list import and export and transaction export.

If you’re seeking methods to import IIF files into QuickBooks Online directly, let me make it plain that this is not currently available. There are, however, workarounds you can employ to transfer data from QuickBooks Desktop to Online using IIF files. 

The user of QuickBooks Accounting software must import or export data, files, transactions, receipts, and numerous other files to share new tactics or data with other clients to collaborate on all projects and reach the company’s objectives. The problem is that you can only import a specific number of payroll IIF files. Don’t worry; for all QuickBooks versions, this article will provide detailed instructions on “How to import IIF files into QuickBooks.” To protect the data from any form of loss, the user must generate a backup file before importing or exporting. Let’s examine those approaches in the section that follows.

User Navigation

Speak to A Specialist about QuickBooks Software

Headache🥺. Huh, Save time & money with QuickBooks Support 24×7 @ +1/, we provide assistance to those who face problems while using QuickBooks (Support all U.S. & Canada Editions)

--- Support - We provide solutions for the following QuickBooks (Pro, Premier, Accountant, Enterprise, Payroll, Cloud) ---

  • Error Support
  • Data Import
  • Data Conversion
  • Payment Solutions
  • Upgradation
  • Payroll Support
  • Data Export
  • Software Integration
  • QuickBooks Printer Support
  • Complete QuickBooks Solutions
  • Tax-Related Issues
  • Data Damage Recovery
  • Installation, Activation Help
  • QuickBooks Windows Support

There is a cap on the number of list items you can import. For more information, see the Maximum number of List Entries.

  1. The IIF file import process does not link transactions. After the import, for instance, you still need to link an invoice and an invoice payment.
  2. Go to the Receive Payments or Pay Bills window to link transactions. Additionally, you can import and link transactions using third-party apps.
  3. Data in the item’s custom fields cannot be imported when assembly items are imported.
  4. Price levels that are put up on a per-item basis cannot be exported or imported.
  5. Only IIF files can be used to export payroll information from QuickBooks Desktop to Intuit Online Payroll/Intuit Full Service Payroll.
  6. IIF files cannot be imported or exported from one country’s QuickBooks version to another country’s QuickBooks. Taking QuickBooks as an example, moving from the US version to the Canadian one.
  7. Leading zeros cannot be entered in Microsoft Excel when creating an IIF import file. You can format the column cells as Custom as a workaround.

Export IIF files into QuickBooks:

The user must do the following actions to import the payroll IIF file:

  1. Log in as an admin to your company file.

Reminder: To switch to the single-user mode in multi-user mode, choose Switch to Single-user Mode from the File menu.

  1. Select Utilities from the File menu.
  2. Select Lists to IIF Files after choosing Export.
  3. Then click OK after selecting the lists you wish to export.
  4. Choose a location to save your IIF file from the Save in the dropdown menu.
  5. Select Save after entering a file name.

How to import an IIF file for payroll into Quickbooks Online:

Before importing the QuickBooks Online file, you must configure the Names, Sales Tax Products, and Account Products.

You must adhere to the following rules to accomplish this:

  1. First, sign in as an admin to your QuickBooks account.
  2. Verify that you are working in single-user mode.
  3. You must now access the corporate file.
  4. Then navigate to Utilities and select “Import” from the menu.
  5. You must now select the IIF files.
  6. The IIF file’s location must then be browsed, and it must be chosen.
  7. Click the Open button one more after that.
  8. When a confirmation notice appears on your screen, select Yes.
  9. Once the software hasn’t finished, wait until it does before clicking the “Ok” button.
  10. If you don’t set up the data, the import of the IIF file will set up some of the data, but most of it is necessary and won’t work. The account must then be set up similarly to a standard bank account.
  11. Your client name is then put up as a different name, but you are still unable to use it on an invoice.

Quickbooks Desktop Payroll IIF file import in bulk:

By clicking the “Get Software Now” button on any tool or app from the QuickBooks AppStore, you may connect your QuickBooks account to import data in bulk.

The steps are listed below.

  1. Select the “upload your File” option after making the initial click on the “Upload File” menu.
  2. The following step is to select the spreadsheet and file that contain the IIF file that you wish to import.
  3. You must now choose each IIF file.
  4. You must now set up the mapping between the columns in your import file and the fields in QuickBooks.
  5. To directly add to the QuickBooks company file, click the Import button.

How can payroll IIF files be exported in bulk to Quickbooks Online:

Use the methods below to export several IIF Files at once to QuickBooks Online using the Online program.

  1. Open the File Menu first, then choose your IIF file from the list.
  2. In QuickBooks, choose your file and the accounting page with the IIF files for the comparison fields.
  3. Next, select Export, and all files will be exported from the QuickBooks company.
  4. Your file headers must be mapped. We will be able to export all files from the QuickBooks firm in the correct manner thanks to this mapping.

Conclusion:

I hope the information mentioned above will be useful to you in How to import iif files into QuickBooks online. In case of any query connected with the expert.


FAQ


  1. How do export and import IIF files in QuickBooks for Mac users?

    Follow the following steps:

    To export IIF files:

    1. Log in as an admin to your company file.
    2. Click File, and then choose Export.
    3. The list you want to export should be selected after choosing Lists to IIF File.
    4. After clicking OK, give your IIF file a name.
    5. Choose Save after deciding where to save your IIF file from the Where selection menu.

    To import the IIF file:

    Before importing IIF files, it’s important to make a backup of your company file. You can recover your data from your backup if you ever experience issues.

    1. Log in as an admin to your company file.
    2. Choose Import from the File menu.
    3. Export your IIF file after choosing From IIF Files.

  2. Another Option for Directly Importing IIF Files into QuickBooks Online?

    You can import the data into QuickBooks Online as an alternative to this by converting your IIF file into an excel or CSV format. Third-party software is another option for this.

    IIF file conversion to Excel or CSV format:

    1. Open the IIF file in an Excel spreadsheet.
    2. Right-click the sheet’s name and substitute an.xlsx or CSV extension for the .iif extension.
    3. The file will now be converted to an excel or CSV format once you click the Yes button when prompted.

    Following the conversion of your IIF file to excel or CSV format, you may
    import the data into QuickBooks Online by following the instructions below:

    1. Select Settings > Import Data > Bank Data from the menu.
    2. Select the CSV or Excel file you want to import by clicking the Browse button, then click Open and Next.
    3. After choosing the QuickBooks account, click Next to map the file fields to the QuickBooks fields.
    4. Review the imported data and press Next, followed by Yes, to finish the procedure.

  3. What tools do importers and exporters use?

    Data from files, other apps, web services, and external devices can be accessed through import and export capabilities, although doing so manually takes a lot of effort. The program can also be used effortlessly to update existing data in bulk.
    The administrator services can export classes in bulk using the Import/Export Tool. Even if you haven’t yet contributed accurate data to your project, exporting is the recommended way to obtain the import/export layout files.
    Executing an export ensures that all of your data credits are accounted for in the layouts and that you are aware of all current data. Exports can also be used as a form of backup file for data.

Was this worth your time?

This helps us sort answers on the page.

Average rating 0 / 5. Vote count: 0

No votes so far! Be the first to rate this post.

Speak to A Specialist about QuickBooks Software

Headache🥺. Huh, Save time & money with QuickBooks Support 24×7 @ +1/, we provide assistance to those who face problems while using QuickBooks (Support all U.S. & Canada Editions)

--- Support - We provide solutions for the following QuickBooks (Pro, Premier, Accountant, Enterprise, Payroll, Cloud) ---

  • Error Support
  • Data Import
  • Data Conversion
  • Payment Solutions
  • Upgradation
  • Payroll Support
  • Data Export
  • Software Integration
  • QuickBooks Printer Support
  • Complete QuickBooks Solutions
  • Tax-Related Issues
  • Data Damage Recovery
  • Installation, Activation Help
  • QuickBooks Windows Support


Disclaimer : We are a third party agency working on providing authentic support and full fledged services for for accounting software QuickBooks 2018 version. It is one of… Read more

Phone

+1-347-967-4080