Quick Links Other products Home Quick Facts Download and use these templates free of charge Use the templates with the IIF Transaction Creator to save time with data entry. Supported on Windows & Mac Related Tools IIF Transaction Creator

Templates for the IIF Transaction Creator These templates are available free of charge. Each template works with the IIF Transaction Creator, and allows you to import the data entered on the template into QuickBooks. The templates are also useful as stand-alone spreadsheet tools, even when no QuickBooks integration is needed. The following template are available for download and described below: Employee Expense Report Depreciation Calculator Invoice, Estimate, and Purchase Order Templates Journal Template Loan Payment Calculator Employee Expense Report download now Use this template to import employee expense reports into QuickBooks with just a few clicks. The template accommodates employee paid expenses and mileage and also employer paid expenses. The template can be setup for your employees and optionally works with the IIF Creator to import expense report details. When imported into QuickBooks, a check payable to the employee is created for the employee paid expenses, complete with account & description details from the expense report. Also, if company expenses are entered they are automatically exported to the appropriate company credit card account (this is configured in the template.) Example Expense Report, ready to export to QuickBooks. Depreciation Calculator download now Use this template to calculate depreciation for assets. You can specify the depreciation type (straight line, sum of digits, or double-declining balance), the length of the depreciation schedule, and other options. The worksheet will then instantly calculate the depreciation and create a ready-to-import series of monthly depreciation transactions. Invoice Template download now Use this template as a fill-in Excel invoice. Once you’ve added your data, you can create an IIF file and import it into QuickBooks. This simple template can be customized and formatted with printing options not available in QuickBooks, such as a total Quantity & line numbers. Estimate and Purchase Order Templates download Estimate now download PO now These templates are similar to the Invoice template above, but for Estimates and Purchase Orders. Journal Template download now Use this template to enter multiple journal transactions in Excel. You can even set them up with custom formulas for future time savings. Here’s an example: Loan Payment Calculator download now Use this template to setup payments for a loan with principle and interest calculated for you. Match your bank’s calculation or use this template to calculate payments on a non-bank loan. Payments are instantly calculated and ready for export to QuickBooks.

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