Convert CSV to IIF format and import into Quickbooks

This tutorial shows how to convert a CSV file from your bank or credit card statement to IIF format and import into Quickbooks. We will use the CSV2IIF utility. IMPORTANT: CSV2IIF is now replaced with the Transactions app, which converts from more formats and converts to more formats.

Step by step instructions for Windows

Follow the steps below for the Windows version.

Make sure you are using the latest version of CSV2IIF. Download it from the CSV2IIF download page. Start CSV2IIF and select a CSV file.

CSV2IIF Windows Step 1: select a CSV file

The IIF format allows better control for imported data than the QBO format and is importable by older Quickbooks.

CSV2IIF Windows Step 2: review transactions before converting

CSV file must have Date, Amount, Category (expense/income account), Payee (Vendor in Quickbooks), Bank or Credit Card Account name.

CSV2IIF Windows Step 3: source, raw view

Click 'Change +/-' to reverse the amount sign for the whole file. Useful for Credit Card files with positive amounts for expenses.

CSV2IIF Windows Step 4: Charges

Review transactions before importing, and click the 'Convert' button to create an IIF file.

CSV2IIF Windows Step 5: click Convert

Confirm the file name and location.

CSV2IIF Windows Step 6: file name and location, save

Import created IIF file into Quickbooks

Now the IIF file is created, let's switch to Quickbooks and import created IIF file. Make sure to backup your Quickbooks data file before any IIF import.

CSV2IIF Windows Step 7: backup in Quickbooks

In Quickbooks, click 'File' - 'Utilities' - 'Import' - 'IIF Files'. Locate the IIF file you've just created.

CSV2IIF Windows Step 8: import in Quickbooks

Done! Transactions are imported.

CSV2IIF Windows Step 9: transactions are imported in Quickbooks

Review transactions in Quickbooks after importing.

CSV2IIF Windows Step 10: Review transactions after importing in Quickbooks

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