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How to import IIF files into QuickBooks Online - SaasAnt Transactions

Intuit Interchange Format (.IIF) files are ASCII text, TSV (Tab-Separated Value) files, these files make it easier to transfer data to and from different platforms to better manage company records in QuickBooks, using SaasAnt Transactions (Online) we can import an IIF to QuickBooks whereas it Converts and Formats the file accordingly and records the data in QuickBooks.


Important:  Connect SaasAnt Transactions with your QuickBooks Online!

Please follow the below instructions in SaasAnt Transactions (Online) to import .iif files into QuickBooks Online


Steps to Import IIF File data into QuickBooks Online.


Step 1: Please select the File Formatter Tab in the SaasAnt Transactions (Online) Application.


From the File Formatter screen Select the Entity which is the type of transaction like Invoice or Journal Entry and select the template from the drop-down menu. Choose your .iif file and then click Upload.



Step 2: Converting the IIF file.

This process will convert your .iif file and change its format accordingly to import it to QuickBooks, you can also download the converted file in a CSV format or continue with Import.



Once the IIF file is converted, you will get a completion status message click on Mapfileds to continue with Import.



Step 3: Map fields.

On the Mapping Screen make sure to select appropriate file headers according to QuickBooks fields, Once the Mapping is set for the first time you can save that Mapping by clicking on Add/Save Mapping and can also name the Mapping for future import purpose and the same Mapping can be used for next Import if using the same kind of file again and click Next.



Step 4: Review the Mapping & Import to QuickBooks.

From the Review screen, you can preview the Import to check if all the Data given in the file is displayed appropriately, if found any corrections this can be edited as the grid is editable instead of changing the file, and also by clicking on Import Settings it will give you the option to change settings in SaasAnt Transactions (Online) App after Review is completed click on Import to QuickBooks to complete the Import. 

Related Articles:

How to Import IIF file into QuickBooks Online

How to Import Invoices into QuickBooks Online (U.S)?  


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