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

by James Antonio

IIF files are ASCII text tabs and QuickBooks desktop uses a separate value file for importing or exporting transaction lists. These files allow the transfer of data from one platform to another platform which is QuickBooks’ best management service. It is easy to import or export data files to the Desktop, as QB formats the file for you. In this particular post, we will discuss how to open an IIF file and how easily you can import, export, and edit it. Just read the post until the end to explore all about the IIF file.

Open, Export, Import and Edit an IIF files

Use of IIF files in QuickBooks

You can use an IIF file as these methods:

  • Exporting lists from one QuickBooks business record and importing them into another.
  • Export transactions into some other program on QuickBooks.
  • Import activities from QuickBooks timer into an organization record.
  • Share records between exclusive versions of QuickBooks and systems like Pro, Premier, and Enterprise; or Windows.

Steps for How to Open IIF File

Sometimes, it is necessary to have to open the IIF file so that you can easily check invoice amount, line errors, the tax code, and much more. However, an IIF file is the QuickBooks file so, it is not necessarily the most straightforward file to open here is the easy way; you can try to make it easy.

  1. Initially, go to Microsoft Excel and open it
  2. Next, select File and open
  3. Now, select the appropriate location where .IIF file is saved
  4. After that, change the file type to “All Files” that you find in the window’s bottom
  5. Select the IIF file and hit Open button
  6. Twice hit the “Next” button
  7. At last, click on the “Finish” button within the Text Import Wizard
  8. Finally, you can see the IIF file is opened now in Excel.

Moreover, IIFs are used for importing or exporting QB Desktop data. Below are the discussed steps to import as well as how you can easily export the IIFs file.

Steps to Import IIF file

The things can be easily imported including Bank transactions, general journal entries, accountant’s changes, and batch transactions. You can also import lists of vendors and customers. Follow the steps to import such things:

Steps to Import IIF file
  1. Firstly, sign in as Admin to the company file
  2. Next, open File and then choose “Switch to single-user mode”
  3. Before that moving forward make sure take a backup of the company file
  4. If in case, the data doesn’t import the way you expected and in such condition, you can restore it back
  5. Now, go to File menu >> Utilities >> Import
  6. After that, choose Import IIF files
  7. Select the IIF file after browsing the same and then click on Open button
  8. At last, hit the Confirm button in order to confirm the data you imported.

Steps to Export IIF file

You can export lists such as your clients and suppliers, percentage-based price rates, and Intuit payroll services payroll info. Check out the steps to export such lists:

Steps to Export IIF file
  1. The very first, sign in as Administrator to the company file
  2. Next, go to the File menu and then choose “Switch to Single-user mode” option
  3. Now, again go to the File menu >> Utilities >> Export
  4. After that, select and click on the “Export IIF files
  5. You have to choose the location using the drop-down menu to save the IIF file
  6. To save it enter the name in the appropriate field of the File name
  7. Once you’re done with that hit “Save button” and then “Ok” button to confirm it.

Steps to Edit an IIF file

If you want to edit anything in the IIF files after importing or exporting it then you can easily edit by following these given steps:

  1. In the very first step, go to the File menu in Microsoft Excel
  2. Next, select the Open button and then browse to the IIF file
  3. Now, using the drop-down menu, you can select “All Files” in the File type
  4. After that choose Open after selecting the IIF
  5. Hit “Next” button twice and then “Finish” button
  6. Now, you can make modification or changes in the IIF file
  7. Once the changes are done then go to the File menu and click on the Save button
  8. Select “Yes” and then close Microsoft Excel
  9. When you close then you’ll be asked to save the IIF again
  10. In the end, you have to select the “Don’t Save” option.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

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

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

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.


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.


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.


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.


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.


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.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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