Need to import transactions, but the format is not supported? Convert CSV to IIF and import into QuickBooks (Win/Mac), (Win/Mac). Prepare transactions quickly in Excel and convert. Review transactions in a readable view before converting
What can I do with CSV2IIF (CSV 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
Yes. Please use the following CSV file. CSV2IIF can parse your CSV file much easier with expected column names.
I have an Excel file? Do I need to convert it to CSV?
In most cases no - all CSV converters can read Excel (XLSX and XLS) files. If you Excel file has multiple sheets and transactions are not on the first sheet, then yes, you need to convert to CSV the sheet with transactions.
What structure(layout) must a CSV/Excel file have?
The first line should be the header - column names in common English like date, amount, payee, memo, check number.
Every other line should be one transaction.
What is a transaction in a CSV file?
Transaction takes one line in the CSV file and must have date, amount, description, optional payee/r and check number.
Is there difference between bank and credit card transactions?
How I should import an IIF file that CSV2IIF created under Quickbooks?
1. Start Quickbooks and select File, then Untilities, then Import, then IIF files.