Intuit Interchange Format (IIF) files: A Detailed Overview

by James Antonio

QuickBooks is a comprehensive solution that is designed to manage various business-related activities. It provides tools and excellent features that allow users to handle their business expenses, easily import & export files, and more. The Import and export of IIF files are pretty simple and easy because QuickBooks formats your files itself. However, it is technically challenging to create IIF files from scratch or to adapt data from another system and it can be difficult if you don’t have the experience in formatting delimited text files. Let’s know about IIF files or its uses and limitations before moving for ways to import or export the IIF files.

Intuit Interchange Format (IIF) files

What is Intuit Interchange Format (IIF) files?

It is the text files used in the importing and exporting of QuickBooks data. In the QB software, you can find the IIF import and export utilities within the ‘File’ menu. It can be difficult if you don’t have the experience to format delimited text files. In that case, entering the information directly into QuickBooks can be quicker and safer, unless you have to import a very large amount of data.

Where to use IIF files:

  • You can export company file lists and import them into another.
  • Importing tasks of QuickBooks Timer into a company file.
  • Import transaction into QB from another system.
  • Share data between different versions and platforms of QuickBooks (for example Enterprise, Premier, Pro; or Windows and Macintosh).

IIF limitations

Below are the listed IIF limitations. Check out:

  1. Users can conveniently import transactions from their QB program but not export any other transactions.
  2. A huge amount of entries can be easily done via QB process.
  3. If a customer imports an invoice or any bill along with his payment, he will not be able to link them after the import.
  4. A user can now easily import assembly objects but that won’t be able to import the database into the custom fields of the object.
  5. You need to link them to the receive payments windows or Pay Bills window, and all other pairs. Therefore, if a user needs import, they must connect it to your transactions because they are stored under the. IIF tab.
  6. Users cannot export a QB accounting program from its U.S. version. It imports QuickBooks into your Canadian version, or as a Vice Versa.
  7. End users would not be able to import or export payroll data from any other product related QB software accounting files. Though, it can be used by exporting payroll data via Online Payroll & their full-service Intuit Payroll.

List which you can import .IIF files

List import .IIF files

Chart of Accounts

Customer List

Vendor List

Employee List

Other Names List

Customer Type List

Vendor Type List

Class List

Job Type List

Item List

Payment Terms List

Payment Method List

Shipping Method List

Customer Message List

Budgets

To Do Notes

Sales Rep List

Price Level List

Sales Tax Code List

List of other Transaction that you can successfully import

Account beginning Balances

Vendor Bills

Vendor Bill Refunds

Cash Sales to customers

Cash refunds to clients

Credit Card refunds to Customers

Checks

Credit Card transactions

Credit Memos to Customers

Deposits

Estimates

General Journal Entries

Invoices

Payments from Customer

Purchase Orders

Account Transfer of Funds

Steps to import .IIF files in QuickBooks

Steps to Import IIF file

  • Initially, sign in as an Admin into the company file
  • Make sure that you’re working on a Single-User mode
  • Now, go to the Main file menu and select Utilities option
  • Next, select Import heading and then click on .IIF File option
  • After that, find the location and make it as bold
  • Once done then press the “Open” button
  • Now a message pops up on screen to confirm that you want to import it instantly
  • In the end, press the “Ok” button.

Steps to Export .IIF files in QuickBooks

Steps to Export IIF file

  • Initially, sign in as an Admin into the company file
  • Make sure that you’re working on a Single-User mode
  • Now, go to the Main file menu and select Utilities option
  • Next, go to Export and then give a list to IIF files
  • Verify the box which is next to every list that you want to export
  • Also, make a click on it as the “Ok” button
  • Do the below-listed steps into the Export windows
    • Using the drop-down menu select save in and then choose the location where you wish to save the .IIF file
    • Now, firstly remove/delete as an asterisk (*) under the name field of file applications
    • After that type an appropriate name for a file
    • And then select IIF files (*.IIF) for the file type that you want to use
    • Make a click on Save button
  • At last, hit the “Ok” button to the prompt message that the file has been successfully saved.

Steps to Make Essential Edits

To do so, follow these steps in the given sequence order:

  • Go to the Main file menu and then click on save all the changes that are made
  • Next, hit the “Yes” option as a prompt which pops up
  • Now, press Alt + F4 keys together in order to close the Excel sheet
  • It already saves as .IIF file and ask you to save again
  • Finally, click on the “Don’t Save” button.

Conclusion:

So, to simplify your research, we’ve created this blog that outlines various IIF files related things. Hopefully, the above information gives you a clear understanding of IIF files and helps you to import and export it in QuickBooks with ease or without any delays.

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.

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