What Excel export file format does this tool accept?

This tool accepts Excel Spreadsheet files. Export from Excel and upload the Spreadsheet file directly.

Can I convert Excel CSV to QuickBooks Desktop?

Yes, this tool converts Excel Spreadsheet exports directly to QuickBooks Desktop IIF format compatible with QuickBooks Desktop.

How do I import Excel spreadsheet to QuickBooks Desktop?

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

Excel to IIF Converter — Import Excel to QuickBooks Desktop

🥦

QuickBooks Desktop IIF Format

valid rows

Transform Excel bank statements into IIF files for seamless import into QuickBooks Pro, Premier, or Enterprise.

No API required

Browser-based processing

Run on Google Cloud Platform

Download Excel Template

Excel template with proper column structure for IIF conversion

Excel Template

Download IIF Example

Example IIF file showing proper structure

IIF Example

Tool Rating

4.6 / 5 (63 votes)

How It Works

Prepare Excel File

Ensure Date and Amount columns are present

Upload Spreadsheet

Drop your Excel file here (.xls or .xlsx)

Configure Settings

Set transaction type and account names

Import to QuickBooks

File → Utilities → Import → IIF Files in QuickBooks Desktop

Why Convert Excel to IIF for QuickBooks Desktop?

Excel Can't Be Directly Imported

QuickBooks Desktop doesn't accept Excel files for transaction imports. It requires IIF (Intuit Interchange Format), a specialized tab-delimited format with double-entry accounting structure. Manual data entry from Excel is tedious, error-prone, and time-consuming. Common scenarios: Import edited bank data, historical records from other accounting systems, consolidated multi-account transactions, or custom transaction lists built in Excel.

Excel Structure Requirements

Your Excel needs these columns (case-insensitive): - Date: Transaction date (any standard format accepted) - Amount: Transaction amount (negative=payment, positive=deposit) Optional but recommended: - Payee or Description: Transaction description - Account: QuickBooks account name for categorization - Memo: Additional transaction notes - CheckNum or Reference: 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?

Excel & CSV Support

Works with .xls, .xlsx, and .csv files from any source.

Smart Sheet Detection

Automatically finds transaction data in multi-sheet workbooks.

Formula Conversion

Converts Excel formulas to values automatically.

Date Format Intelligence

Handles Excel dates, text dates, and all standard formats.

Balanced Double-Entry

Creates properly balanced IIF transactions automatically.

Browser-Based Privacy

Excel files process in your browser. Data stays on your device.

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

Yes! The tool automatically converts all formula results to values. Your Excel can have SUM, VLOOKUP, IF statements, or any other formulas.

The tool automatically detects which sheet contains transaction data by looking for Date and Amount columns. Put your transactions in the first sheet or ensure it's the sheet with the most rows.

The tool handles Excel serial dates (like 45678), formatted dates, and text dates automatically. All are converted to MM/DD/YYYY format required by IIF.

Yes! Only Date, Amount, and Description columns are used. All other columns are safely ignored. Include as many reference columns as you need.

No special formatting needed. Use negative numbers for payments (like -100.00) and positive for deposits (like 500.00). Currency symbols and commas are automatically removed.

All QuickBooks Desktop versions support IIF import: Pro, Premier, and Enterprise editions from 2000-2025.

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

Yes! The tool shows a preview of the first 10 transactions. You can also open the downloaded IIF file in Notepad to see the full structure before importing.

After import, check your bank account register in QuickBooks. Verify transaction dates, amounts, and payees match your Excel. Run a Transaction List by Date report for detailed review.