How to Create an IIF File for QuickBooks Desktop?

by James Antonio

IIF file or intuit interchange format file is used for importing and exporting lists or transactions by QuickBooks desktop, it is ASCII text Tab-separated values (TSV) file. Due to IIF files, the data transfer to and from the different platforms becomes easier and company records are managed in a better way. In this article, we will look into the process of the creation of an IIF file through QuickBooks desktop file integration.

Process Steps to Create IIF file for QuickBooks Desktop

You can create an IIF file after running payroll, the file contains payroll amounts that aligns with accounts in QuickBooks desktop.

Step 1. First of all, after you have run the payroll, click on reports and click the payroll history tab.

Step 2. Now hover your cursor over the payroll that you ran and view details and click on exports next to QuickBooks.

Step 3. Once you click on export, an IIF file will be created and downloaded for your desktop.

Step 4. Now sign in to QuickBooks Desktop with your credentials and upload the IIF file.

Hope these steps will help you out in the creation of the IIF file for QBDT, now let us look into some frequently asked questions on related topics to have further clarity.


How can I open the IIF file in excel for QuickBooks Desktop?

At first open your, excel file and click open on the top left corner, now click on browse and search for IIF file, select the file and click it open.

How can I Convert a Text File to Intuit interchange format or IIF file?

You need to click on File from the top menu bar and click on utilities, now click on import and choose IIF files and then click on Import IIF, search for the file and click OK. You will be able to see the lists and transactions once the import process is successfully completed.

What is the Process of converting a CSV to an IIF file in QuickBooks Desktop?

First, start CSV2IIF and choose a CSV file, review the transactions in the file, you should also click the ‘change +/’ option for changing the amount sign for the complete report, after that click on the convert button for changing the file to an IIF file.

Can you specify the difference between QuickBooks IIF and QBO file?

QBO is the web-connect file for importing bank transactions from your bank website, while IIF is for importing and creating various transactions between QuickBooks accounts.

What all files and Formats can I import into QuickBooks?

You can import Excel 2003, CSV (comma-separated value) files, text files (comma, pipe or tab-delimited), Quicken file for banking data, Microsoft money file, Access 2003 files, and ODBC compliant databases file such as SQL in QuickBooks.

How can I Export the Payroll Data from QuickBooks Desktop?

At first click on Employees > choose payroll settings > and click on data extracts from business management > now select the data type and type of template that you wish to download, choose the file format and click on Download.

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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