This article provides the steps for importing IIF Files to your QuickBooks Desktop company file. If you need help exporting QuickBooks list to .IIF file, click here.
Reminders before you import transactions:
Since you cannot undo an import, you must backup your company file before proceeding.
Before importing transactions, you need to set up Accounts, Items, Names and Sales Tax Items and Names. You can do this EITHER by:
- Entering the data directly into QuickBooks
- Adding the code to your IIF file to import this data for you.
If you do not set up this data, the import of transactions will set up some of the data and it might be wrong or unusable. You may end up with the following situations:
- The A/R account is set up as a Bank account type and you cannot change it to an A/R account.
- The Customer name is set up as an Other name and you cannot use it on an Invoice.
- Sales items and Sales Tax items are set up as Service items and they cannot be changed to any other Item types.
Import .IIF files:
- Log in to your data file as the Administrator.
- Switch to single user (SU) mode.
- From the File menu, choose Utilities , select Import then click IIF Files.
- Browse to the location of your IIF file and highlight the file.
- Click Open.
- QuickBooks pops a message confirming your data has been imported.
- Click OK on the message.