To QB: Convert transactions to a format importable by QuickBooks [video]

QuickBooks accounting software is offered as QuickBooks Desktop (QBD) or QuickBooks Online. Both variants import the QBO format as a common format, and each of them imports their set of formats. See below options and Desktop and Online versions.

Import into QuickBooks 2016-2019 and Quickbooks Online through the QBO format or the IIF format (all QuickBooks Desktop versions are supported). QBO and IIF format are different: QBO (Web Connect) is to import bank transactions, and IIF is more ‘low level’ import allowing to create various transactions between QuickBooks accounts. Both formats have limitations – read below to choose the most suitable format for you.

Which formats does Quickbooks import?

Import into QuickBooks through the QBO format

The QBO format is a QuickBooks Web Connect format used to import transactions into QuickBooks. ".QBO" does not mean "QuickBooks online".

QuickBooks Desktop (PC or Mac) imports QBO files through File-Utilities-Import-Web Connect format.

QuickBooks Online imports QBO files as well and the QBO format is the best format it imports. QuickBooks online also imports OFX and QFX files (also good choice to import). OFX and QFX formats are not importable by QuickBooks desktop. Quickbooks Online (including Quickbooks Self-Employed) imports CSV files.

QuickBooks desktop imports QBO (Web Connect) files into the Bank Feeds center. Once the transactions are imported, you review them and match to vendor records and assign expense/income account. After that, the transactions are added to the register.

QuickBooks Desktop has to be not older than three years to import .QBO files. For this moment, you need to have QuickBooks 2016-2019 to import QBO files.

Import into QuickBooks through the IIF format

IIF format is the format to use for all QuickBooks versions. It allows to supply more details about transactions like expense/income account or class. Unlike the QBO format, that requires "matching" under the Bank Feeds after QBO import, the IIF format requires vendor names, account names to be exact to what you have in Quickbooks otherwise Quickbooks will create new vendor and account records during IIF import.

Quickbooks Online does not import IIF files.

What are the main differences between QBO and IIF import into QuickBooks?

What is the QBJ format?

The QBJ format is the latest format supported by Quickbooks to create General Journal Entries. Quickbooks accountant edition allows your accountant to create general journal entries for you, export them as IIF files, send to you and you import them into your Quickbooks.

How is the QBJ format different from QBO and IIF formats?

The QBJ format is for General Journal Entries. QBO and IIF files are for transactions.

CSV2QBJ allows you to create general journal entries in Excel and then convert to QBJ and import into Quickbooks. Working in Excel with general journal entries is faster that directly in Quickbooks. In addition, importing QBJ files creates audit record in your Quickbooks, so you can review easily created entries.

Import into QuickBooks Desktop

QuickBooks Desktop imports QBO, IIF, QBJ files. If your QuickBooks version is older than three years, use the IIF format. If you have QuickBooks 2013 or later, you may also use QBJ format. QuickBooks Online imports QBO, QFX, OFX, CSV (limited) files.

Import as the QBO (Web Connect) format

Your QuickBooks version must not be older than three years to import QBO files. QBO (Web Connect) files are imported under Bank Feeds in QuickBooks where they are matched to vendor records and assigned expense/income accounts. QBO files do not carry expense/income accounts (categories) as the categorization is done after import in QuickBooks.

quickbooks-import-web-connect-file quickbooks-successfully-import-complete

Import as the IIF format

The IIF format is considered "low level" or "system" format and QuickBooks imports it right into its database, so you have to be precise with the data you provide. Typos and mismatches will result in new vendor records and accounts created. Always do backup (as with any other import) for QuickBooks company file before any IIF import. Putting aside the scary part, this is great format widely used and you can import data quickly. IF you just figuring out QuickBooks, start with the QBO format (see above).

CSV files must have exact vendor names and category (expense/income) account names matching account names in QuickBooks. All QuickBooks versions are supported as long as they import IIF files (except QuickBooks Online). For QuickBooks Enterprise the user must have exclusive access to import IIF files.

Import into QuickBooks as the QBJ (General Journal Entry)

QBJ is general journal entry format. This converter is different from other converters. You have to use special Excel template and provide all account details.

Locate the IIF file you've just created. Review your imported transactions

Import into QuickBooks Online (QBO)

QuickBooks Online imports QBO, QFX, OFX, CSV files. Categorization is done after import in QuickBooks Online. CSV files have a limited support and have to follow expected layout. Use converters below to create importable CSV/QBO files from your Excel/PDF files.

Import a CSV or Excel file into QuickBooks 2016-2019

If you have an Excel or CSV file with transactions from your bank (checking, savings or credit line) account or credit card statement and need to import into QuickBooks 2017, the best would be to convert to a QBO (Web Connect) file.

Use CSV2QBO as your one-stop solution for all your Excel, CSV or TXT files to convert to The QBO format ready to import into QuickBooks 2016-2019.

QBO format provides advantages for a bookkeeper or an accountant in QuickBooks:

CSV2QBO provides a feature to paste table data copied from Excel or other spreadsheet software directly into the application without need to to save the CSV/Excel file.

Short video (7 min) how to convert a CSV file to QBO format and import into QuickBooks:

Import a PDF file with transactions to QuickBooks

To import a PDF file to QuickBooks, use PDF2QBO (PDF to QBO Converter) or Bank2QBO that converts PDF and other formats like QIF, QFX, OFX, QBO. PDF2QBO reads your PDF bank or credit card statement, finds transactions there, shows them for your review and creates a QBO (web connect) file ready to import into QuickBooks Desktop or QuickBooks online.

QuickBooks desktop has to be not older than three years old to import QBO (web Connect) files. For the current year, QuickBooks 2016-2019 import QBO files. Older QuickBooks import IIF files only. You can use Bank2IIF to convert PDF files to IIF and import as IIF.

PDF files have to be text-based (you can select text when you open a PDF file in a PDF viewer or browser. PDF2QBO reads PDF files, find transactions there and converts them to a QBO file.

PDF2QBO cleans the description to be used for payee and keep full description as bank memo.

QBO files are Web connect files and they are imported in QuickBooks under the Bank Feeds Center. Under the Bank Feeds center, once imported, transactions are matched to vendor records and assigned expense/income accounts and then added to the register.

Convert and import PayPal files into QuickBooks

Export PayPal CSV files

Do not use QIF files to import from PayPal - use CSV files.

Mapping for Net, Gross, Fee

QBO files do not support splits, but CSV2QBO can create separate transactions for splits.

CSV2QBO understands your PayPal CSV export and maps splits automatically.

Transactions with splits

Use CSV2IIF to convert CSV PayPal files to IIF file with splits. CSV2IIF maps PayPal splits automatically.

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