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Quick Facts

Use this tool to import transactions into QuickBooks.

This tool includes a free trial.

Supported on Windows & Mac.

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IIF Transaction Creator for QuickBooks

Import transactions into QuickBooks!

Use this tool to import transactions from Excel into QuickBooks.  It supports most transaction types, such as checks, bills, invoices, sales receipts, and deposits. The IIF Transaction Creator uses your worksheet data to create IIF files customized for your company file and provides for easy and reliable import.

To use the IIF Creator, arrange your data in simple row/column layouts in Excel and then the tool will convert it into IIF files for import into QuickBooks. You can also use it to convert bank & credit card download files (CSV files) to IIF.

It IIF Creator works with Excel 97 - 2007 for Windows as well as Excel v.X (2004) for Mac.

The tool’s IIF files can be imported into QuickBooks for Windows 99 – 2008, all QuickBooks Enterprise versions, & QuickBooks Mac 4 – 7. U.S., Canadian, Australian, and UK versions of QuickBooks are supported!

 

Download/Trial

The full version of the tool 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 $59.

Also, we offer a package deal for customers who purchase the IIF Transaction Creator and the QB List Importer at the same time, offering 20% off the combined price.  Purchase here.

 

Screenshots

This screen-shot shows 9 transactions ready to be sent to QuickBooks. This is one of several layouts the tool can accommodate, each with many optional columns of data:

 

Error-checking results, which can help you locate errors before attempting to import:

 

You can customize your column titles and/or locations:

 

 

Confirmation message after creating the IIF file:

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