Bank2IIF: Convert CSV/XLS/XLSX, PDF, QFX/OFX/QBO/QIF to IIF

What can I do with Bank2IIF (CSV/XLS/XLSX, PDF, QFX/OFX/QBO/QIF to IIF Converter)?

• Download, install and run the software
• Select a file with transactions
• Review transactions and click Convert to create a IIF file
• Import created file to Quickbooks

Why should I trust Bank2IIF?

• It runs and processes your files on your computer - no data leaves your computer
• It does not send your transactions anywhere
• Please check our product testimonials

If I need any help with conversion, can you help me?

• Free support is available before and after the purchase
• All license options include at least 14 days of the conversion support after the purchase
• The Professional and Team licenses include ongoing conversion support
• Please use the Support page or email us at support@propersoft.net.

Can I try before purchasing?

• Yes. Bank2IIF is free to download and try.
• Your file will be fully parsed in the trial mode, so you can verify that Bank2IIF understands your transactions file correctly.
• You can create a fully functional and loadableIIF file before purchasing (with limitation to 10 transactions - this limitation is removed after you register).

Convert CSV, Excel, PDF, QFX, QBO, OFX, QIF to IIF and import into Quickbooks (Win/Mac)

This tutorial shows how to convert a transactions file to IIF format. We will use Bank2IIF utility.

Step by step instructions for Windows

See below steps for the Windows version.

Make sure you are using the latest version of Bank2IIF. Download it from the Bank2IIF download page. Start Bank2IIF and select a transactions file (it could be QBO file, OFX file, QFX file, QIF file or PDF file).

Review transactions before converting, check that dates are correct, have the correct year, deposits and withdrawals are in correct places.

Enter the main Account Name.

To match the bank account in Quickbooks.

Map payee or payer names to Vendor or Customer names in Quickbooks. In our case, we have three expense transactions (requires Vendor to be assigned) and one income transaction (requires Customer to be assigned). Bookstore Invoice, Gas Company, Hydro, and Microsoft are Payee names.

Let's say for 'Bookstore Invoice' we have Vendor name 'Indigo'.

Click on 'Payee/Categories' Tab. For 'Input Payee' enter the name in 'Output Payee' column, as you have in Quickbooks (for 'Bookstore Invoice' enter 'Indigo'). Everything else you can leave empty because the converter will not change it.

The name was changed.

Let's check Customer name (in our case 'Microsoft') in Quickbooks. If you don't have the same name in Quickbooks, you can add it here.

Map categories or payee names to expense account names in Quickbooks. In our case, we have four categories: Office Supplies, Utilities, Utilities and Payroll.

Click 'Lists' - 'Chart of Accounts'.

We have 'Utilities' (Expense), which is matching.

We have 'Office Supplies' (Expense).

For 'Payroll' - Income category. Let's say it should be 'Consulting Income'.

Click on 'Payee/Categories' Tab. For 'Input Category' (Payroll) enter the name in 'Output Category' column (Consulting Income).

Now we have all the things in the right order. Make sure all accounts, vendors and customers exist in Quickbooks.

Click the 'Convert' button to create an IIF file.

Confirm the file name and location.

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. Click 'File' - 'Utilities' - 'Import' - 'IIF Files'. Locate the IIF file you've just created.

Done! Transactions are imported.

Review transactions in Quickbooks after importing. Click 'Lists' - 'Chart of Accounts' - 'Wells Fargo' .