Then you can export that list (File > Utilities > Export > Lists to IIF) to use as a template for entering the remaining list data you want to import. When importing list items using IIF, it may be helpful to enter a complete list item in QuickBooks with ALL the fields you intend to use.If you do not do so, default list element types will be taken based on the transaction they were imported with. Be sure that all the list elements pertaining to your transactions (accounts, customers, vendors, etc.) are already entered in your company file OR are being imported at the TOP of your IIF transaction import file BEFORE you attempt to import the transactions.Create a backup of your data file BEFORE importing.It is possible to repeatedly import the same IIF file, resulting in multiple entries of the same transactions. There is no preventative mechanism to stop the same IIF from being imported multiple times.Please familiarize yourself with this entire list because many of these concepts are relevant to importing all types of IIF files. Create a new, empty company file with which to practice and test importing the sample files. Do NOT import the examples into your actual company file.Import the list definition file FIRST before importing any specific IIF examples. Each subfolder also contains an IIF file containing lists and account names that are used by the transactions in the examples.XLS file will be useful in viewing the context of a complete, appropriately formatted IIF file that contains multiple types of data. This complete import IIF file contains one of each type of IIF transaction. Each version subfolder contains a complete set of transactions in Excel (.XLS) format.The product year is of importance to the IIF formatting QuickBooks Enterprise and Pro/Premier for a given year all use the same IIF file format. There are separate subfolders of sample files for each year version of QuickBooks.Although IIF import files are often created using a spreadsheet application like Excel, Import from IIF and Import from Excel are distinctly different utilities.Ībout the sample files in the IIF Import Kit:
Do not confuse “Import from Excel” (CSV file import) with IIF import. Importing from Excel/CSV offers mapping of fields between QuickBooks and the import file For more information refer to About importing an Excel or. Excel/CSV import lists only, not transactions. Microsoft Excel and Comma Separated values (CSV) files. ONLY QuickBooks 2002 and later support this import method.ģ. Refer to for more information about the SDK. Best for large volume importing, such as applications being authored, the SDK has greater capability and flexibility. This method is best for programmers, developers, and those familiar with XML.
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The Software Developer’s Kit (SDK) imports transactions and lists and dynamically interacts with the data file. IIF is a tab delimited import file, often created or edited in a spreadsheet application (such as Microsoft Excel).Ģ. IIF does NOT import list balances, only list data. Intuit Interchange Format (IIF) imports transactions and lists. (This document ONLY COVERS IIF transaction importing):ġ. There are three import methods for use with QuickBooks. Refer to Create a new company file for a new business year for an alternate method.
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