IIF Transaction Creator for QuickBooks

Import transactions from Excel to QuickBooks.

Use the IIF Transaction Creator to import transactions from Excel to QuickBooks. This add-in supports most transaction types, including checks, bills, invoices, sales receipts, and deposits. It uses data on an Excel worksheet to create an IIF file that is customized for your QuickBooks company for easy and reliable import.

To use the IIF Creator, arrange your data in simple row/column layouts on a spreadsheet. Several layout options are supported.

The IIF Creator works with Excel 97 - 2010 for Windows and Excel 2004 on the Mac.

The IIF files created by the add-in can be imported into QuickBooks for Windows 99 – 2010, all QuickBooks Enterprise versions, & QuickBooks Mac 2004 – 2010. U.S., Canadian, Australian, and UK versions of QuickBooks are supported.

Feature Summary

- Easy wizard guides you through basic setup.

- Advanced options for handling different transaction layouts.

- Support for most transaction types.

- Send one or up to thousands of transactions to QuickBooks at a time.

- Automatic sales tax calculation for sales transactions (optional.)

- Automatic name and account conflict resolution for easy import into QuickBooks.

- Support for CSV, TXT, and other text files, opened in Excel.

- Direct support for Amazon.com sales history files.

Download/Trial

The full version of the add-in can be downloaded for a free trial, allowing you to try before you buy. Download the IIF Transaction Creator now.

You can use the IIF Creator in trial mode to export up to 100 transactions (up to 15 at a time.) Once purchased, the IIF Creator doesn’t have an export limit, and so you can export hundreds or even thousands of transactions at a time.

Free Templates

The IIF Transaction Creator is very useful on its own. However, our template workbooks can give you ideas of different ways to use the IIF Transaction Creator. The templates include an expense report, invoice, journal entry template, a depreciation calculator, and a loan payment calculator. Because they’re specialized Excel workbooks, each of them can be customized for your needs.

Purchase Information

Product registration keys may be purchased for $89. Purchase here.

Also, we offer a package deal for customers who purchase the IIF Transaction Creator and the QB List Importer at the same time, at more than a 20% discount.

Screenshots

Nine simple transactions ready to be sent to QuickBooks. This is one of several layouts the add-in can accommodate, each with many optional data columns:

Show built in examples or pull your data from QuickBooks to see as your examples:

Customize the IIF Creator to recognize your worksheet’s titles:

Integrate the IIF Creator with your QuickBooks file by pulling your lists (like your Chart of Accounts, Names, and sales Items.) It then can create a custom IIF file designed just for your company:

Check your worksheet to see if it is compatible with your QuickBooks file:

As you export, you can control other options:

Confirmation message after creating the IIF file:

MS Excel ™ is a registered trademark of Microsoft, Inc. QuickBooks ™ is a registered trademark of Intuit, Inc.