That’s why it is important to have a backup. We have few IIF files and we can easily select any one of them. Quickbooks must close all windows to import the IIF file - click 'OK'. Click 'File' - 'Utilities' - 'Import' - 'IIF Files'. We have Wells Fargo, Consulting Income, Office Supplies, and Payroll Expenses. We have ADP TX/Finci Svk ADP, Check, Deposit, Home Depot.Ĭlick 'Lists' - 'Charts of Accounts'. Let's go back to Quickbooks before importing the IIF file. We have to have vendor deposit, we have to have account Wells Fargo, account Consulting Income, account Office Supplies, account Payroll Expenses, vendor check, vendor home depot, vendor ADP. The Deposit, which is the Vendor Name, should be changed, but in this case, it was not changed. You see, in this example, Wells Fargo transactions. Let's say, that you are importing this file for the Wells Fargo account. So, when you review it, check that you are importing the correct file, check that dates and account names are correct. And you can review it easily in any text editor, like Notepad, which is the default Windows editor. So IIF file is a simple text file where all columns are separated by Tab corrector. Make sure Quickbooks has accounts and vendors already created before importing the IIF file. If something goes wrong with the IIF file then you can easily roll it back. Click the 'Next' button.ĭone! Quickbooks has saved a backup of the company file to the Documents folder. You will see that it takes just a couple of minutes, but it saves you a great time if something goes wrong. It is important to do a backup just before import. Then select 'Local backup' and click 'Next'.Ĭlick 'Save it now' or 'Save it now and schedule future backups'. To do a backup click 'File' - 'Back Up Company' - 'Create Local Backup'. Before importing any file (IIF file, QBO file, QBJ file) into Quickbooks, make sure to backup your Quickbooks company data file.
How to import csv file into quickbooks desktop 2019 how to#
This tutorial shows how to import an IIF file, analyze and fix errors during import, and finish import successfully. Create IIF files from your transaction file