How to Import IIF Files into QuickBooks Desktop?

QuickBooks has always been a useful and trustworthy accounting software for the users and hence it is always on top of the accounting software list. It has various tools to manage valuable data with high security. Using the below information you can easily Import IIF Files into QuickBooks Desktop.

IIF files are Intuit Interchange Format and these are of ASCII text, Tab-separated value files that are used by the QuickBooks to import and export the list of transactions. These IIF files make it easy to transfer the data to and from different platforms to better manage company records in QuickBooks.

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Importing in the QuickBooks is very easy because of QuickBooks desktop formats the file for you. But creating the IIF files from starting maybe a typical process and may be difficult if you are importing the files for the first time. These files make the process easier and enter the information directly to QuickBooks until and unless you have a large amount of data.

IIF is used to import or export QuickBooks data. You can import many things such as bank transactions, accountant change, journal entries, and batch transactions. You can also import things like customer and vendor lists.

List of things Which you Can Import

Employees	Customer and customer jobs	Sales Reps
Chart of accounts	Sales tax codes	Vendors
Items	Classes	Customer and job types
Vendor types	Other names	Payment methods
Shipping methods	Customer messages	Budgets
Notes	Payment terms	Price Levels
Todos

Steps to Import IIF Files to QuickBooks

Below are the steps mentioned through which you can easily import the IIF Files to QuickBooks.

• Initially sign in to the company files as the administrator
• Go to file>>select the Switch to Single-user mode
• Don’t forget to make the backup of the company file so that you can restore it if the data do not import as you expected
• Go to File menu>>select utilities>>select then import>>select import IIF files
• Search for the IIF files, select it >>select open
• Select OK and confirm if the data has been imported

This blog has been created to simplify the steps to import the iif files to QuickBooks. Hopefully, the above information gives you a clear idea of how to import the iif files to QuickBooks without any delay with the ease of steps.

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+1-347-428-6831 or chat with experts.

Tutorial For: Import IIF Files into QuickBooks Desktop

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Features of Dancing Numbers for QuickBooks Desktop

Supported Entities/Lists

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

Technical Details

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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.

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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.

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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.

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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.

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Which file types are supported by Dancing Numbers?

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

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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.

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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.

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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.

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What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.

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Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.

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Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.

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Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.

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What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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