What Bank export file format does this tool accept?

This tool accepts Bank CSV File files. Export from Bank and upload the File file directly.

Can I convert Bank CSV to QuickBooks Desktop?

Yes, this tool converts Bank CSV File exports directly to QuickBooks Desktop IIF format compatible with QuickBooks Desktop.

How do I import Bank csv to QuickBooks Desktop?

Export your csv from Bank, upload the CSV file to this converter, then import the converted file to QuickBooks Desktop.

CSV to IIF Converter — Free QuickBooks Desktop Import Tool

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QuickBooks Desktop IIF Format

valid rows

Transform bank CSV files into IIF format for direct import into QuickBooks Pro, Premier, or Enterprise.

No API required

Browser-based processing

Run on Google Cloud Platform

Download CSV Template

Sample CSV showing required column format

CSV Template

Download IIF Example

Example IIF file showing structure

IIF Example

Tool Rating

4.7 / 5 (78 votes)

How It Works

Export Bank CSV

Download transactions from your bank

Upload CSV File

Drop your CSV file here

Configure Accounts

Set bank account name and defaults

Import IIF File

In QB Desktop: File → Utilities → Import → IIF Files

Why Convert CSV to IIF Format?

QuickBooks Desktop Can't Import CSV

Unlike QuickBooks Online, QuickBooks Desktop cannot directly import CSV files for bank transactions. Desktop requires IIF (Intuit Interchange Format), a tab-delimited format with specific structure and balanced double-entry accounting. Without conversion tools, you'd need to manually enter transactions or pay for third-party software ($139-169). This free converter does it instantly in your browser with proper IIF structure (TRNS/SPL/ENDTRNS hierarchy).

Required CSV Columns

Your CSV needs (case-insensitive, tool auto-detects): - Date: Transaction date - Amount: Transaction amount (negative=payment, positive=deposit) Optional columns: - Payee or Description: Transaction description - Account: Expense/income account (uses defaults if missing) - Memo: Additional notes - CheckNum: Check or reference number

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
`Account`	`Checking`	→	`ACCNT`	`Checking`	Expense/income account for split line
`Memo`	`AMAZON PURCHASE`	→	`MEMO`	`AMAZON PURCHASE`	Transaction memo or description
`CheckNum`	`REF123456`	→	`DOCNUM`	`REF123456`	Check number or reference
`Class`	`Sales`	→	`CLASS`	`Sales`	QuickBooks class for tracking

Why Use This Tool?

CSV & Excel Support

Converts .csv, .xls, and .xlsx files to IIF format.

Multiple Transaction Types

Support for CHECK, DEPOSIT, and CREDIT CARD transactions.

Flexible Column Detection

Recognizes various column name conventions from different banks.

Automatic Balancing

Creates properly balanced double-entry transactions automatically.

Account Customization

Specify bank account and default income/expense accounts.

Browser-Based Privacy

Files convert locally. Your data never leaves your computer.

Data Transformation

Each CSV row becomes a TRNS/SPL/ENDTRNS block

One row per transaction

Key columns: Date, Amount, Payee, Account

1:N — One input row creates multiple output rows

Hierarchical structure for QuickBooks Desktop import

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

Frequently Asked Questions

IIF import works with QuickBooks Pro, Premier, and Enterprise versions from 2000-2025. All editions support this format.

Yes! The bank account and any expense/income accounts you specify must already exist in your QuickBooks Chart of Accounts. Create them first if needed.

The tool automatically combines them into a single signed amount (positive for credits, negative for debits). You don't need to reformat.

Use negative numbers for payments/debits (like -50.00) and positive for deposits/credits (like 100.00). Currency symbols ($) and commas are automatically removed.

Yes! Add an 'Account' column to your CSV with the QuickBooks account name for each transaction. If missing, the default expense/income account is used.

The tool accepts many date formats: MM/DD/YYYY, DD/MM/YYYY, YYYY-MM-DD, and more. All dates are converted to MM/DD/YYYY for IIF.

This tool is optimized for bank transactions (CHECK, DEPOSIT). For invoices or bills, you'd need specialized IIF structure. Consider using QuickBooks' native invoice/bill entry.

Open the IIF file in Notepad or Excel. You'll see tab-delimited rows starting with !TRNS, TRNS, !SPL, SPL, and ENDTRNS. Check that amounts balance and dates are correct.