CSV2IIF: Convert CSV/XLS/XLSX to IIF
Need to import transactions, but the format is not supported? Convert CSV/XLS/XLSX to IIF and import into QuickBooks (Win/Mac), (Win/Mac). Work directly in Excel and copy data into the converter and convert
What can I do with CSV2IIF (CSV/XLS/XLSX 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 CSV2IIF?
- 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. CSV2IIF is free to download and try.
- Your file will be fully parsed in the trial mode, so you can verify that CSV2IIF 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 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 CSV2IIF utility.
Step by step instructions for Windows
See below steps 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.
The IIF format allows better control for imported data than the QBO format and importable by older Quickbooks.
CSV file must have Date, Amount, Category (expense/income account), Payee (Vendor in Quickbooks), Bank or Credit Card Account name.
Click 'Change +/-' to reverse amount signs for the whole file. Useful for Credit Card files with positive amounts for expenses.
Review transactions before importing, and 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.
In Quickbooks, click 'File' - 'Utilities' - 'Import' - 'IIF Files'. Locate the IIF file you've just created.
Done! Transactions are imported.
Review transactions in Quickbooks after importing.
