How to Export Transactions from IIF (2026 Guide)
Follow these steps to export your IIF transactions as a CSV file. Once exported, you can use our converter to transform the data for your target system.
Export Steps
1
Export from Banking
File → Utilities → Export → Lists to IIF Files
Required Transactions Fields
| Field | Type | Description | Example |
|---|---|---|---|
| TRNSTYPE | Text | Transaction type (CHECK, DEPOSIT, TRANSFER, GENERAL JOURNAL, etc.) | CHECK |
| DATE | Date | Transaction date (MM/DD/YYYY) | 01/18/2025 |
| ACCNT | Text | Account name (must exist in QuickBooks Chart of Accounts) | Checking |
| AMOUNT | Currency | Transaction amount (negative for expenses, positive for income) | -150.50 |
Your IIF export must include these fields for successful conversion.
Next Step
Once you have exported your transactions, return to the converter tool to upload and convert your file.
Ready to convert your exported file?
Open ConverterFrequently Asked Questions
IIF exports transactions as a CSV (Comma Separated Values) file, which can be opened in Excel or Google Sheets.
The file is usually downloaded to your browser's default Downloads folder. Check your Downloads folder or look for the download notification.