Been searching for something like this for months. Our Shopify store processes 500+ orders monthly and this handles everything perfectly. Date formats, tax columns, refunds - all correct.
CSV to QuickBooks Desktop — IIF Converter
or drop files here
CSV, XLS, XLSX
or
Invoice import blocked if Sales Tax enabled in QBO
Convert Complete
QuickBooks Desktop IIF Format
Ready for download
| $ |
|---|
+ more rows
Purchase to download full report
Records converted
Rows skipped
credits
Credits Calculation:
rows → rows (rounded to 1K) → credits
then credit per 1K rows
| Row | Column | Value | Error |
|---|---|---|---|
Showing first 50 errors. more errors not shown.
credits for all formats
CSV, Excel, Google Sheets - pay once, download any
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Click any download button to use your credits
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- Full CSV & Excel export
- Google Sheets export
- Instant browser download
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What Our Users Say
works good, wish it had batch mode
I was spending 4-5 hours every month reformatting exports manually. This tool paid for itself in the first use. The preview feature helped me verify the mapping before paying.
exactly what i needed thx!!
Super straightforward. Upload, convert, download. No account needed which is nice. Would give 5 stars if they add Xero support.
saved me hours of work
My accountant was so happy when I sent her the converted file. No more back-and-forth about date formats or missing columns. Everything imported correctly on first try.
fast and easy 10/10 would recommend
Been using this for 6 months for monthly reconciliations. Handles all the edge cases - partial refunds, multi-line orders, currency conversions. Very reliable tool.
Good tool, does what it says. Interface could be bit better but conversion quality is excellent. Using it for my 3 Shopify stores.
Switched from A2X to this. Way simpler for my needs - I don't need real-time sync, just clean data once a month. This delivers exactly that.
finally!! something that works with QB desktop!!
Ready to convert your own data?
Import bank statements from CSV or Excel directly into QuickBooks Pro, Premier, or Enterprise. No API required.
No API required
Browser-based processing
Run on Google Cloud Platform
How It Works
1
Export
Download transactions from your bank as CSV
2
Upload
Upload the file and configure account names
3
Convert
Download the .iif file
4
Import
In QB Desktop: File → Utilities → Import → IIF Files
Your Data is Safe
Bank-Level Security
256-bit SSL encryption. Same standards as major financial institutions.
No Data Storage
Files are processed directly in browser. No calls to our servers.
GDPR Compliant
Full EU data protection compliance. Your privacy rights protected.
Field Mapping
How Banking Csv fields map to Quickbooks Desktop Iif
| Banking Csv | Source Value | Quickbooks Desktop Iif | Target Value | Note | |
|---|---|---|---|---|---|
Date |
01/15/2025 |
→ | DATE |
01/15/2025
|
Transaction date |
Amount |
-50.00 |
→ | AMOUNT |
-50.00
|
Transaction amount (negative=debit, positive=credit) |
Payee |
AMAZON PURCHASE |
→ | NAME |
AMAZON PURCHASE
|
Payee or vendor name |
Memo |
AMAZON PURCHASE |
→ | MEMO |
AMAZON PURCHASE
|
Transaction memo or description |
Data Transformation
Each CSV row becomes a TRNS/SPL/ENDTRNS block
Input
CSV/Excel Row
One row per transaction
Key columns:
Date,
Amount,
Payee,
Account
1:N — One input row creates multiple output rows
Output
IIF Transaction Block
3 rows per
input
Hierarchical structure for QuickBooks Desktop import
Why Convert CSV/Excel to IIF?
Bank Statement Import
Many banks provide transaction downloads as CSV files. QuickBooks Desktop
can't import CSV files directly for transactions—it requires IIF format
for proper account assignments and balanced entries. This tool converts
your bank's CSV export into a QuickBooks-ready IIF file.
Required Columns
Your CSV/Excel file needs these columns (case-insensitive):
- **Date** (required): Transaction date
- **Amount** (required): Negative for debits, positive for credits
- **Payee** (optional): Vendor/customer name
- **Account** (optional): Expense/income account
- **Memo** (optional): Transaction description
- **CheckNum** (optional): Check or reference number
- **Class** (optional): QuickBooks class
Common IIF File Import Errors
Issues you might encounter when importing Bank CSV Transactions data to IIF File - and how we solve them
Missing Date Column
CSV/Excel file must have a 'Date' column
File has 'Transaction Date' instead of 'Date'
Rename column to 'Date' (case-insensitive)
Ensure your file has Date, Amount columns (required)
Download our sample template for correct format
Missing Amount Column
CSV/Excel file must have an 'Amount' column
File has 'Debit' and 'Credit' columns
Combine into single 'Amount' column (negative for debits)
Use negative values for payments, positive for deposits
Edit your spreadsheet before uploading
Account Not Found
QuickBooks can't find the specified account name
Account 'Bank Account' not in Chart of Accounts
Create the account first or use exact name
Verify account names match your Chart of Accounts exactly
Edit account names in the tool options before converting
Why Use This Tool?
CSV & Excel Support
Accepts .csv, .xls, and .xlsx files.
Multiple Transaction Types
CHECK, DEPOSIT, INVOICE, BILL, or CREDIT CARD.
Flexible Column Detection
Auto-detects common column name variations.
Desktop Compatible
Works with QuickBooks Pro, Premier, and Enterprise.
Class Support
Optional QuickBooks class tracking.
Browser-Based Privacy
Files process locally. Your data never leaves your computer.
Frequently Asked Questions
At minimum, your file needs 'Date' and 'Amount' columns. Optional columns include 'Payee', 'Account', 'Memo', 'CheckNum', and 'Class'. Column names are case-insensitive.
Use negative numbers for debits/payments and positive for credits/deposits. The Amount column can include currency symbols ($) and commas, which are automatically removed.
IIF import works with QuickBooks Pro, Premier, and Enterprise versions 2000-2025.
You can create CHECK, DEPOSIT, INVOICE, BILL, or CREDIT CARD transactions. Use 'Auto' to automatically classify based on amount sign.
Yes. The Bank Account and expense/income accounts you specify must already exist in your QuickBooks Chart of Accounts.
Yes! Select 'INVOICE' for sales transactions (A/R) or 'BILL' for expense transactions (A/P) in the Transaction Type dropdown.
Banking → Quickbooks Desktop Data Ecosystem
All available data flows from Banking to Quickbooks Desktop
Banking
Bank CSV Transactions
Generic bank CSV export with flexible column detection
→
Quickbooks Desktop
IIF File
Tab-delimited Intuit Interchange Format for Desktop
Date → DATE
Amount → AMOUNT
Payee → NAME
Banking
OFX/QFX/QBO Bank Transactions
Bank and credit card transactions in Open Financial Exchange format
→
Quickbooks Desktop
IIF File
Tab-delimited Intuit Interchange Format for Desktop
FITID → DOCNUM
DTPOSTED → DATE
TRNAMT → AMOUNT
Banking
QIF Bank Transactions
Quicken Interchange Format transactions for bank and credit card accounts
→
Quickbooks Desktop
IIF File
Tab-delimited Intuit Interchange Format for Desktop
Date → DATE
Amount → AMOUNT
Payee → NAME