CSV to IIF Converter for QuickBooks Desktop
Turn a CSV of bank transactions into a QuickBooks Desktop IIF file: money out as checks, money in as deposits, each balanced to an offset account you name.
Free, no sign up and no limit: nothing is uploaded.
What an IIF file does
IIF (Intuit Interchange Format) is QuickBooks Desktop's own import file. Unlike a Web Connect bank feed, an IIF import writes transactions straight into the accounts you name, which suits a bulk catch up or a move from another system.
What an IIF file does
Each transaction is a TRNS line and a balancing SPL line:
| Line | Money out | Money in |
|---|---|---|
| TRNS (bank account) | CHECK, negative amount | DEPOSIT, positive amount |
| SPL (offset account) | Same amount, positive | Same amount, negative |
The offset account defaults to "Ask My Accountant", so the entries balance and you can recategorise them in QuickBooks. Name an expense or income account instead if every row belongs to one.
How to convert CSV to IIF
- Drop the CSV and check "Which column is which".
- Open "File settings" and type the bank account name exactly as it appears in your QuickBooks chart of accounts.
- Press IIF.
- In QuickBooks Desktop: back up the company file, then File, Utilities, Import, IIF Files.
Cautions with IIF
- IIF imports skip most of QuickBooks' checks. A wrong account name creates a new account, so match names exactly.
- There is no duplicate detection: importing the same file twice enters everything twice.
- For ongoing bank feeds use QBO (Web Connect) instead, which matches and skips transactions already entered.
Nothing is uploaded. The files are read and written by code running in your browser, so it works with bank data you would rather not send anywhere, and there is no limit on how many files you convert.
Features
- Any CSV layout
- Checks and deposits
- Bank and offset account you name
- Dates as QuickBooks expects
- QBO, QFX and OFX too
- Nothing uploaded
Frequently asked questions
Does QuickBooks Online import IIF?
No. IIF is for QuickBooks Desktop. For QuickBooks Online use CSV or QBO.
What is the offset account?
The account each transaction is balanced against. 'Ask My Accountant' is a common holding account; you reclassify the entries later.
Will importing twice create duplicates?
Yes. IIF has no duplicate check, so import each file once and keep a backup of the company file.
What date format does the IIF file use?
MM/DD/YYYY, which QuickBooks Desktop expects. Your CSV can use any common date format.
Is it free, and is there a limit?
Yes, it is free with no sign up and no limit, because the conversion runs in your browser and uses none of our servers.