How to Convert Excel to IIF to Import Journal Entry in QuickBooks

by James Antonio

IIF files or Intuit interchange format files are mostly used in QuickBooks Desktop to import and export the list of transactions. They are ASCII text, TSV (tab-separated value) files and help in transferring data to and from different platforms in QuickBooks.

In the below article, we will discuss and explore the ways for converting the excel files to IIF files to import journal entries in QuickBooks.

How to Open, Export, Import and Edit an IIF Files?

How to Convert the Excel Files to IIF to import the Journal Entry in QuickBooks?

Though you can do it technically by saving an IIF file directly from an Excel spreadsheet, it is too complex to handle as Excel will format the file and will make it difficult to use.

But there are many third-party apps from Intuit Market place itself, that you can use to convert excel files into IIF files to import journal entries. But you can definitely open the IIF file through excel with the help of the IIF import Kit from Intuit. Below are the steps to do so:

Step 1. In the first step, open an Excel file and click on the File on the upper-left hand corner.

Step 2. After clicking on File > click Open > and then click on Browse and search for IIF file.

Step 3. Now click the file open and if you are unable to see it, ensure to select All files from the lower right-hand corner.

How to Import IIF Files into QuickBooks Desktop?

Now when we have discussed how we can convert excel to IIF for importing journal entries, let us move ahead and look into some frequently asked questions to provide a little more clarification on different types of queries.

How Dancing Numbers will Help You?

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to Bulk import, export, and delete services.


How can I Import the Transactions from Excel to QuickBooks?

First, download the transactions from your bank account and then go to Utilities in your QuickBooks desktop > click on import and then web connect files. Now, select your bank account and click on continue. After completing the process, you will see a dialogue box confirming that the data has been read successfully into QuickBooks.

How can I Import an IIF File into QuickBooks?

At first, click on File and select utilities, and click on Import. Now choose IIF files and click on Import IIF. Now you need to locate the file through the browse option and click on OK. Once the process is completed you will see the number of imported lists and transactions and click Done then.

How can I Save an IIF File?

At first, go to File > click on Export> select lists to IIF file and then choose the list you want to export. Now click on OK and enter the name for the IIF file. Now from the where drop-down choose the location to save the IIF file and click on Save.

How can I Import Journal Entries in Excel?

You will have to convert the excel to a QBJ file, after that click on File > utilities > Import >choose General journal entries, now find the QBJ file you saved earlier and you will be able to see all the entries in Add general journal entries window.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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