We offer the ability to export your data into an Intuit Interchange Format (IIF) file for easy import into other systems, such as QuickBooks Desktop.
What will the IIF file contain?
Data in the general ledger is what is used to generate the data in the IIF file and will include the chart of accounts, opening balances, customer names, vendor names, and journal entries. You are able to specify the date range for which transactions to include.
Exporting an IIF file
To export an IIF file, go the Settings in the top right hand corner.
Select Export Data
Select IIF from the drop down
Then select the date range that you'd like to export and click on Export Data.
An email with a link to download a zip file will be sent to you once the file is generated.
Once you download and unzip the file, you will see that it contains several files:
- An IIF file
- A PDF of your Balance Sheet report as of the period end date
- A PDF of your Profit & Loss report that includes your period start and end dates
- An export summary text file which contains a list of the files exported and any exceptions that occurred during the export process
Importing the IIF file into QuickBooks Desktop
Import the IIF file into an empty QuickBooks company file by going to File > Utilities > Import > IIF Files.
Note: We always recommend using an empty file in QuickBooks Desktop to import the IIF file into since a chart of accounts, customer and vendor lists, opening balances, and general journal entries will be created.
After you select your file and the import is complete, you should check that the import went smoothly by generating the following reports and lists in QuickBooks:
- Profit and Loss report: Reports > Company & Financial > Profit & Loss Standard
- Balance Sheet report: Reports > Company & Financial > Balance Sheet
- Chart of Accounts: Company > Chart of Accounts
- Customer List: Customers > Customer Center
- Vendor List: Vendors > Vendor Center