If you use multiple programs to keep track of your financial data but wish to migrate to QuickBooks, you can use QIF to IIF Converter to turn QIF files into IIF. To import transactions into QuickBooks® desktop, open QuickBooks® desktop. IIF Transaction Creator is an Excel add-i that allows you to export the data from an Excel worksheet and create a IIF file. Here are a couple tips for uploading your budget from that. With QuickBooks Desktop, using an online accounting software to manage your customers, suppliers and bank accounts has never been easier. IIF (Intuit Interchange Format) file so it can be imported into QuickBooks after you receive items into your inventory. Small transfers can be made in less than a minute. Remember, SchoolLeader can import A/R and A/P data as well as Payroll, therefore, this folder may contain many files ready for upload into QuickBooks. Oddly enough, you can't import a Quicken for Mac file into QuickBooks for Mac, so I had to convert it to Quicken for PC, using the Quicken Transfer Format, qxf. QuickBooks Pro supports importing from Excel. Step III – Import the QBO file into QuickBooks Desktop. If you can’t get there based on these steps, find a video on YouTube about it. 2: CSV2QBO; CSV2QBO is an useful utility to convert CSV or Excel files to the QBO format. IIF file, but you get a similar result. I know there are other ways to do it but when I started there wasn't. Quickly import your data from an Excel spreadsheet; Step-by-step instructions show you how to create invoices, record expenses and more; Get paid faster with online invoices; Be ready at tax time with easy, reliable reports; Download your online bank transactions into QuickBooks; Get the information you need with easy-to-use reports. The Account details of QuickBooks Transaction don’t match the account details in accounting CS. Automatic sales tax calculation for sales transactions. QuickBooks 2003 and later support the. As far as the importing of QBO files we asked our users for the most common file types that they would need to import into QuickBooks as either bank or credit card transactions and we added support for all these file types in Transaction Pro Importer 5. With Kutools for excel, we can not only import txt, PRN or CSV files but also Excel files into an excel worksheet beginning at a specific cell. Prior to now, the old. In it you will find details of the file format along with example IIF files. IIF files are deprecated in favour of a more fully featured API can find the download link by searching for IIF in the QuickBooks online help. Certified QuickBooks ProAdvisor Accounting Center, specializing in QuickBooks support. One import handles the basic settings. Import Timesheets to QuickBooks Desktop Importing timesheets into QuickBooks Desktop via. Description: this tool is built into QuickBooks Desktop, accessed via File >Utilities > Import > IIF File. QuickBooks import files must have the file extension (ending) ". Import Multiple Excell Files Jan 16, 2008. Sign in to Business Importer and connect it to QuickBooks. Our QuickBooks Certified Technicians are CPA’s who provide QuickBooks help. Export multiple time sheets to a single IIF file for one import into QuickBooks! When paired with our Excel Email Manager, email time sheets directly to employees as they're created. We can have you up and running in a matter of hours. Essentially, these are specially formatted text files that include information about the transaction and account involved. QuickBooks is a "closed" database, with limited ways to push information in. Use this tool to convert QIF files with transactions, accounts and/or categories into IIF files you can import into QuickBooks. Then open the new file and import the chart of accounts by going to File > Utilities > Import > IIF Files and selecting the file you exported. Only the chart of accounts you plan to import into QuickBooks needs to be added to Aljex. Works with QIF files created by Quicken, Money, and from other sources such as banks and credit card companies. You can import invoices from text files or Excel spreadsheets directly into QuickBooks Online using Excel Transactions software. QuickBooks Online Walkthrough for using 2QuickBooks Convert Pro software to convert a PDF bank statement or PDF credit card statement into QuickBooks importable. How do I import into QuickBooks support. iif file appropriate for importing to Quickbooks. IIF files can be created with multiple transactions and transaction types (such as checks, bills, and invoices), any new list entries (like new customer names). Choose the. These templates have limited abilities to import data transactions into QuickBooks and most of our referrals from CPA firms are for customers who need to recover damaged QuickBooks files. QuickBooks import files must have the file extension (ending) ". Excel Transactions Application will give a hassle free data import experience. If you do need to view, the file can be opened as a. Convert CSV to IIF and import into Quickbooks. data into QuickBooks files. Save the file with the IIF extension and then import that into QuickBooks. You can import invoices into QuickBooks Online from a text file, Excel file or IIF directly using Zed Axis. Why didn't anyone think of this before?. Is there an IIF Function equivalent in Delphi ? 9. Locate the edited IIF file then select Open. Import IIF to the Company File. Intuit Interchange Format (IIF) files are text files that QuickBooks uses to import and export data. iif file suitable for importing into Quickbooks. Intuit Interchange Format (iiF) files are ASCII text, TSV (tab-separated value) files. the secondary file. The new IIF import applies and data validation logic applied when accepting new data via UI, hence closing the backdoor entry for bad data. After exporting from AVImark, you will import the. This export does not work with QuickBooks online or Enterprise. Importing via *. Inside each transaction import file, there are usually three file header lines that occupy the first, second, and third rows (row 1, 2, and 3 in the. You can also choose a destination folder in Zoho Mail, to which you want these emails to be imported into. If you are creating a file to import, you do not need to include a header. If you have downloaded the IIF Import Kit, you will find there the IIF Header Help folder that lists the column headings that you can use for each list type (i. If you've been following our QuickBooks Desktop Pro 101 Series, then importing your items is going to be a breeze. There are a few configuration settings required in QuickBooks and CompuTime101, as detailed in this guide. Now, you can reconcile your accounts and categorize your. IIF: Intuit Interchange Format: May be created for importing lists and/or transactions. Make sure that all data converted properly by comparing reports in both programs. Course Overview. It is possible to export summary purchase order data to an. Screenshots. Let's take a look at this important tool. iif file previously exported from TimeTrex and click the Open button to import the data. We support recovery from Quickbooks Errors, Quickbooks File Repair, Quickbooks Data Recovery and importing data from software like Sage 50, Sage Peachtree, Sage BusinessWorks, Sage BusinessVision, NetSuite, AccountEdge, MYOB, and more. IIF import supports both lists and transactions. IIF file for expenses that are 1. Convert CSV to IIF and import into Quickbooks. The other import sets up all clients, projects and services exactly as they are in QB. How to manually import PayPal transactions into Wave Accounting? TAB, PDF, Quickbooks IIF, Quicken QIF - USD only File contains transactions in multiple. If the company you are running made the switch from Excel to QuickBooks to improve productivity, you can import all of your existing invoices into the new software, so you don't lose any important data. The export to QuickBooks is a. QuickBooks: quickbooks: Generate a custom IIF from the FoxyCart XML datafeed, and automatically email the IIF file every day/week/month as desired. Steps to convert QuickBooks File into an older version : Steps to convert QuickBooks File into an older version Step 1: The foremost step is to open the existing file. Exporting to QuickBooks® for Windows (One-Click) Get your payroll and your payroll tax transactions into QuickBooks for Windows with a single click. Import Selected types (i. QuickBooks Online does not support importing files at this time. 5 Need to convert a transactions file to easy to access or archive format? Convert QFX/OFX/QBO/QIF to CSV/Excel/PDF and import into Excel, QB Online, Xero, YNAB. QuickBooks is a “closed” database, with limited ways to push information in. An OFX file is an Open Financial Exchange file. The IIF format is somehow limited and seems to be outdated sooner or later. All defined templates are listed. **READ MY NOTES IN DESCRIPTION** How to import a Journal Entry you have setup in excel into QuickBooks using IIF File import. This opens another Help window. Multiple IIF files can be selected and imported. Be sure to note where you save the file as you will need to import the file into QuickBooks®. Let me start by say that I don't know about importing transactions from Stripe into QuickBooks. iif file and meant for import into QuickBooks only. File/Utilities/Import. Exporting transactions to IIF file Is there a way for us to export the 18-month period into an IIF file and directly import. An IIF file is a file format that can be uploaded into the venerable desktop version of QuickBooks. 24 Jul 2019 Report as a CSV or IIF file will generate a file for import into your organization's Quickbooks The file will download then open in Excel! The file will download, then open in Excel. In this course, we will be demonstrating options for getting data into QuickBooks Desktop software (QuickBooks Pro, Premier, and Enterprise). When importing data into Peachtree make sure you select "All Fields" in the Peachtree Import interface. uk with full details of the version of QuickBooks that you are running. Please be aware that Quicken cannot import Excel (. Is the attachment a CSV File? Could I input the header information into an Excel File and then save as a CSV File and Upload a Journal Entry? I have been able to import a list to QuickBooks from Excel but I have not been able to import transactions. How can i get a large number of invoices out of quickbooks as an image. Select the Save button to download the IIF_Import_Kit. When neither is the case, QuickBooks creates the accounts when you import the transactions, making each account a bank account. Does Quickbooks accept credit cards?. Avoid import glitches when bringing Excel data into Access file to a single text file. One thing your friend could consider is to upgrade to quickbooks pro 2000 which allows automatic exporting of reports to excel 97 (button on top of the report page). If you’ve processed a Split Tender payment, you’ll be unable to import your transaction history from Square into QuickBooks Desktop. Click Next. Click on the Next button. when I open the IIF file, the import wizard sets all the columns as "general" file format and shows the account code as a date (eg 4-3013 displays as APR-13. " With Nexternal, Sage Products has increased its eCommerce business 41% over the previous year. Get it Now. You are asked to save two files: a Supplier Invoices (To Import) file, which you will import into QuickBooks POS, and a Supplier Invoices Detail (Do Not Import) file, which is for your records. This conversion utility can quickly and easily convert any QIF file into an IIF file, making the management of your finances simpler and less time-consuming. IIF file is little complex, if it is feasible try to enter the journal entry or transaction directly into the QuickBooks. W2 Mate 2019 - $39 Only ! Buy Now and Receive Instantly! Eliminates Need to buy W2 Forms (Optional feature). This app allows you to keep track of your financial transactions on the go for later import into the desktop version of GnuCash. 1) Under the section Understand. - Adam Liberman I will add the link to the contribution in the next post. popular choice of many business owners because it allows to save. Missing the IIF()-statement 7. For nonprofits using Quickbooks Pro, Premier, or QuickBooks Nonprofit versions 2013 to current 2020. However, you can import into timesheets and then use the timesheets to create paychecks, but you'll need an add-on to import from Excel to QuickBooks. Go into your Saasu file and navigate to View > Import or Export. xls), CSV (except to import security prices or address book information), QuickBooks, PDF, or OFX files. Upload your Excel file or paste the DropBox or Google. Instead, programs and applications communicate with QuickBooks for Mac by creating files (*. Finally the solution to importing files into Quickbooks. It was written specifically to import deposits to an account register. 95 How to import Journal Entries using IIF files into QuickBooks Online using. If you are creating a file to import, you do not need to include a header. 95 for one conversion, with multiple conversions having a lower price per file conversion. Click the Update drop down list and choose File Upload. Import Selected types (i. iif file and get the data out of it and store that data in database. EML files that are larger in size, then we recommend you to split the EMLs into multiple ZIP files of size 500 MB or lesser. IIF: Intuit Interchange Format: May be created for importing lists and/or transactions. REMEMBER TO BACK UP YOUR FILE FIRST, however, because imports cannot be un-done. Scheduled Reports – QuickBooks now allows you to set up a schedule to automatically email memorized reports; Track stock set reorder points and create purchase orders; Bill Tracker – Simplify Supplier expense tracking by visualizing flow of Supplier-related transactions; Customer Lead Centre – Track leads and convert easily to a customer. Easy to use, Import any transaction type into QuickBooks From Excel $199. Importing via *. iif file back into QuickBooks. Click Next. Customers, employees, vendors, service items, classes, payroll items, and hours created in QuickBooks all sync into Time Tracker. Below is a screen shot of a typical Windows Explorer view of this folder. Description: this tool is built into QuickBooks Desktop, accessed via File >Utilities > Import > IIF File. iif for quickbooks desktop (6:01) QUICKBOOKS ENTERPRISE DATA IMPORTING WITH BUILT-IN TOOLS (68:53) IMPORT CSV/EXCEL FILES USING BATCH ENTER AND ZED AXIS (56:07). QuickBooks has an IIF import kit that you can download. Intuit Interchange Format (iiF) files are ASCII text, TSV (tab-separated value) files. QuickBooks import files must have the file extension (ending) ". • It is possible to import any list from another QuickBooks file (filename IIF)QuickBooks file (filename. Ensure you select “Intuit Quickooks Desktop: Pro, Premier and Enterprise”. It is often the case that the buying department of a company have their own system for making requisitions and sending orders out to suppliers. Finally the solution to importing files into Quickbooks. quickbooks export invoices to excel How do I email or print multiple invoices or sales transactions all at one time. ACCOUNTS import files can have that file extension, or the custom ACCOUNTS import file extension ". The first time you import a. Data Conversion: Importing Customer List, Vendor List, and Open Summary Balances to QuickBooks. ) Navigate to "File < Utilities. In this tutorial you will learn how to setup the GL Interface and export files for Quickbooks, Peachtree, or BusinessWorks import. 5 Need to convert a transactions file to easy to access or archive format? Convert QFX/OFX/QBO/QIF to CSV/Excel/PDF and import into Excel, QB Online, Xero, YNAB. Choose Vendors from the Export window; Click on OK. >This will update all past data, yes? In theory. Create just one or thousands of transactions in your IIF files at a time. This includes QuickBooks Professional up to version 2011. MultiValue and QuickBooks, Part 1: Importing with IIF files QuickBooks While the MultiValue database can hold its own against the databases that support contemporary looking (and feeling) applications, there are situations whereby we must yield portions of our entire application suite to more modern packaged software. IIF (Intuit Interchange Format) format which is an ASCII text, CSV files to import/export lists and to import transactions. IIF file, including multiple purchase orders from the same supplier vendor and. The IIF format is somehow limited and seems to be outdated sooner or later. If you've been tracking information in a spreadsheet, you can import the CSV file into QuickBooks to keep your QuickBooks file complete and up to date. It is often the case that the buying department of a company have their own system for making requisitions and sending orders out to suppliers. If playback doesn't begin shortly, try restarting your device. If you are for some reason planning to continuously enter your ongoing transactions into Quicken and then import them into QB from there, that is a flawed strategy and won't work. Create an IIF file for QuickBooks Desktop If you have a QuickBooks Desktop integration, create an Intuit Interchange Format (IIF) file after running payroll. However, there are remaining QuickBooks issues you may run into. It can also make sense in certain high volume situations where very large numbers of transactions are imported on a regular basis, because the cost of designing the import routine can be spread. How to manually import PayPal transactions into Wave Accounting? TAB, PDF, Quickbooks IIF, Quicken QIF - USD only File contains transactions in multiple. QuickBooks 2020 also includes these changes. Upload your Excel file or paste the DropBox or Google. Choose and save all items one by one. This is a stupid simple Ruby script to convert a tab-delimited text file into an IIF file that can be imported into Quickbooks. Remember, SchoolLeader can import A/R and A/P data as well as Payroll, therefore, this folder may contain many files ready for upload into QuickBooks. Ruby: foxysync. 10 QuickBooks issues and how to resolve them [Ctrl]1 when QuickBooks is open (and you're logged into your data file). IIF Transaction Creator - use this QuickBooks® add-on to convert Excel spreadsheets or. only invoices from a mixed IIF file) Batch Import (more than 1 IIF file can. The data is spit out of another data base , which Could Easily spit the data into csv files (For Import into QuickBooks ) if we only knew precisely what QB Wanted , We,’re using QBPro 2005 and Excel 2003. If your customers don’t always pay you upfront for their purchases, you need to record another type of payment: the payments that customers make to pay off or pay down what you’ve invoiced them. QuickBooks: quickbooks: Generate a custom IIF from the FoxyCart XML datafeed, and automatically email the IIF file every day/week/month as desired. The most common problem that users experience with the QuickBooks interface occurs because the QuickBooks accounts do not match the. If the date range is one day, the file is named FacilityNameARYYYY-MM-DD. Many banks now offer to export statements and posted transactions into a. If required accounts are not found they will be created as Bank accounts. Convert CSV to IIF and import into Quickbooks. If you are creating a file to import, you do not need to include a header. Import Journal Entry into QuickBooks (From Excel) using IIF File. Here are the detailed instructions for One-Click found in the Intuit Online Payroll How Do I? section. Click OK to confirm that your data was imported. IIF file into QuickBooks® Go to the File menu of QuickBooks® and choose Utilities, Import and then Timer Activities. If you have billable expenses that need to carry the billable flag in QuickBooks,. When I download my. There are several out there. IIF file of all accounts which already exist in your QuickBooks file. I’ll fix it later. It should now import correctly! 2. QBI Quickbooks Import aims to be the ultimate tool for tranferring you osC sales into Quickbooks. You are ready to import the file into QuickBooks® desktop. Now click to Import. Regardless of whether your business is big or small, IIF Transaction Creator can help save you a ton of time by converting all of your worksheet data into IIF files so that you can quickly and easily import that converted information into. A QuickBooks Online migration method is expected to be released in the future. Empower your organization with the tools necessary for quick and accurate import of data into QuickBooks. Click on the Next button. File/Utilities/Import. Click Browse and Select the “. In QuickBooks 2010, you can easily copy and paste customers, vendors, and items from excel directly into your company file by using the Lists feature:. My client created a new Company file in January as his old QB installation was very slow and the database was huge. IIF file for expenses that are 1. As an Online Banking customer, you can use Web Connect to download your banking transactions into basic software or QuickBooks ® and manage your finances offline. This differs from creating a journal entry in an. With QIF To IIF conversion utility you are only two quick steps away to convert your QIF files into IIF files and import them into QuickBooks. iif suffix is and how to open it. iif file previously exported from TimeTrex and click the Open button to import the data. The explanations must match exactly for the transactions to import correctly. This means the files are a special ‘multi-line’ form of text file. What is CSV2IIF (CSV to IIF Converter)? Finally, the solution to import your transactions in the IIF format. You can also choose a destination folder in Zoho Mail, to which you want these emails to be imported into. It cannot export orders to QuickBooks as estimates or pending invoices. The issue i’m having is that the Shipping Address for the customer will not import in with the rest of the information. I won't be able to cover EVERY alternative, but I'll hit the major ones. Moe your QBB file into the import window. Here are a few recommendations that will help your import go more smoothly. Keep a appropriate file name and keep it in a location that is known. (or maybe I should say we are trying to. Account software for small businesses from R4 000 - R12 000. Convert QFX/OFX/QBO/QIF to IIF and import into Quickbooks. Prior to Version 5. But there’s a way! Keep reading… For those using our apps, we’ve released updates to accommodate some of these issues. Data Conversion: Importing Customer List, Vendor List, and Open Summary Balances to QuickBooks. iif, in this example Fore!NationalAR2008-10-10. For the Choose File Type option, select Web Connect for QuickBooks ® then click Download Transactions to save the file to your computer. Convertin uickBook eskto il o QuickBooks nline Step 6. In this tutorial you will learn how to setup the GL Interface and export files for Quickbooks, Peachtree, or BusinessWorks import. 0 PDF2QBO is an useful utility to convert PDF files to the QBO format. Hello, this is video to show how to a CSV or Excel file to QBO format and import into QuickBooks. If you are using the import file to set up the accounts, the account information must precede the first transaction in the file. In Quickbooks, go to File > Import; Quickbooks may require you to create a backup, simply click OK and confirm the back up. Here’s an example of a record that I imported with this method. Then click the 'Continue' button. Zachary Systems' eZ Import products will import your. Thank you for reaching out and welcome to the Reckon Community! RA does offer an in help menu, if you type IIF, in the search it will provide you with information regarding import files and accepted formats. Most often the only way to import data into your QuickBooks company file is via IIF. Its new features will save you and your clients valuable time. As of 2004, QuickBooks can also import data using the XML-based qbXML file exchange format. Tips for Integrating with QuickBooks Desktop. Excel Import CSV Files into MS Excel Software If you d like to import one, or any number of csv files into Microsoft Excel, then this software is for you. Free trial (up to 10 transactions per file converted) is available. >Export data from Companies first to --> IIF Files (Does it matter oldest first/last?) I would only do this to the three that you want to merge into the fourth. It's free to sign up and bid on jobs. If you have multiple licenses, ensure you are in single user mode. Answer: You can't directly import or export payroll info because Intuit won't provide the SDK for payroll. the secondary file. Generally you can re-use the same file name every time you export, if you're going to be importing it to QuickBooks immediately afterwards. Live Chat Support Live Chat support is available at Live Chat Support The Live Chat support is not 24/7 nor is it available every business day. Make sure that all data converted properly by comparing reports in both programs. For the second one, you would edit the export for each client to remove all the other clients. Links: ITA FoxPro Developers Page | ITA Home Page. Click Next. IIF file importers out there. Check bank label, Account Type, Account number to select correct Account in Quickbooks. File/Utilities/Import. ) is placed in a Quickbooks. Prior to the release of the SDK, IIF (Intuit Interchange Format) files were used to import lists (and, to a limited extent, transactions) into QuickBooks. QuickBooks Online does not support importing IIF files, which is what Salsa CRM. If the QuickBooks accounts have been set up correctly, all the data from this file will be imported into the proper accounts. uk with full details of the version of QuickBooks that you are running. White Papers. IIF file you saved. New chart of accounts that don't exist in Aljex need to be added to QuickBooks first. Of course, I say that with ANY import of data, since imports don't have a mechanism that let them be rolled back if you don't like the results (other than by restoring your backup). ND: Network Data File: A configuration file that allows access to the QuickBooks company file. QuickBooks files are opened and closed by the Transfer Utility and the regular QuickBooks program does not have to be running. You have to be in single-user mode in QB, and then select utilities, export to IIF and check mark customers, vendors and other names. Find and run the setup file to install. IIF files are specially formatted tab. Most find that manually performing this process is just as easy as through the export, but the setup is virtually the same. Log in to your data file as the Administrator. An IIF file is a file format that can be uploaded into the venerable desktop version of QuickBooks. During your Quickbooks import you will complete Step 2. Inside each transaction import file, there are usually three file header lines that occupy the first, second, and third rows (row 1, 2, and 3 in the. To renumber accounts quickly, export your Chart of Accounts as an IIF file, name it CHART and save to your desktop. Improved IIF importing, validates the data to be imported. Hit Save from the File; Steps to Import Banking Transactions from a Comma Separated Value (CSV) File. com Webinar by Hector Garcia, CPA showcasing two importing tools: -Add/Edit Multiple Vendors -Batch Enter Transactions Then a quick comparison of Bank Feeds (Downloaded Transactions) in QuickBooks Desktop vs. iif) that import into QuickBooks. menu > QuickBooks Help. iif file you've exported from QuickBooks always begins with a header that shows the version and release numbers of the QuickBooks software used to create the file. As a result, we recommend the. Browse to that. Create an IIF file for QuickBooks Desktop If you have a QuickBooks Desktop integration, create an Intuit Interchange Format (IIF) file after running payroll. Here are the steps to accomplish the importing of IIF data files. Look at the general journal entries that were created in Quickbooks by clicking Company, Make General Journal Entries. Support is available before and after purchase. Be sure to enter the Item Type and use the exported items as examples for the correct code. qbo file in a folder listing, or from within QuickBooks, select Banking menu, Bank Feed, and Import Web Connect File. Using an old version of QuickBooks Pro?. QuickBooks import files must have the file extension (ending) ". Our firm is the 2016 Firm of the Future Finalist for Canada. Windows based QuickBooks allows you to import your data from a Microsoft Excel worksheet or from a. Click on the import tab and browse to the file that contains your invoice data that you would like to import. iif for quickbooks desktop (6:01) QUICKBOOKS ENTERPRISE DATA IMPORTING WITH BUILT-IN TOOLS (68:53) IMPORT CSV/EXCEL FILES USING BATCH ENTER AND ZED AXIS (56:07). qbo files directly into QuickBooks. If you've been following our QuickBooks Desktop Pro 101 Series, then importing your items is going to be a breeze. If you have a long chart of accounts, the trial may not show an example of P&L class codes. Save it somewhere easy to find like your desktop. Step #05 Merge Your Existing Accounts Into The New Accounts to take full advantage of the features for QuickBooks For Contractors Cost of Goods Sold Vs. " With Nexternal, Sage Products has increased its eCommerce business 41% over the previous year. The first time you import a. Choose time period, create report. The hard part was finding the file on my Mac! When I opened the file into Quicken for Mac, the file was automatically saved into the Library, so it didn't show up in any searches. Remember, SchoolLeader can import A/R and A/P data as well as Payroll, therefore, this folder may contain many files ready for upload into QuickBooks. Save the file with the IIF extension and then import that into QuickBooks. 1) Email [email protected] 10 QuickBooks issues and how to resolve them [Ctrl]1 when QuickBooks is open (and you're logged into your data file). The IIF file can then be imported into QuickBooks. qbw filename extension) must be in single-user mode and should have been opened at least once on the computer you're using to import (no need to leave it open during the import). QuickBooks IIF File was imported but I don't see the receivables/invoice in my reports (Canadian date issue) SwimOffice Admin Level:SuperUser This only seems to affect Canadian QB versions. Go to Activity, click on download on the right. You must export your QuickBooks data to an IIF file to be imported to Dynamics 365 for Financials. Click Save to save the download file properly in QuickBooks. My trouble is importing the billable customer data. This allows to the file to be easily imported into a database and exported to other applications. Intuit‘s QuickBooks is the most popular small business accounting software on the market today. You may then import the data into Quickbooks from this file. Approved hours created in Time Tracker sync back into QuickBooks. To import the IIF file click File - Utilities - Import - IIF Files. QuickBooks Tip: Copy the Chart of Accounts from One File to Another. The utility will merge data from one QuickBooks file into another QuickBooks file without erasing or overwriting existing data. QuickBooks sales reports DO NOT include these sales because all of the sales transactions are imported as deposits, not using the sales receipts or items. Check the best results!.