Square to QuickBooks Desktop (IIF Format)

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Convert Complete

QuickBooks Desktop IIF Format

Ready for download

Records converted

Convert Square POS transactions to IIF format for QuickBooks Pro, Premier, and Enterprise Desktop editions.

No API required
Browser-based processing
Run on Google Cloud Platform

Download Sample

Sample transactions CSV

Download Sample

How It Works

1

Export from Square

Dashboard → Reports → Transactions → Export CSV

2

Upload and Configure

Upload CSV and verify account names match your Chart of Accounts

3

Download IIF

Download the converted .iif file

4

Import to Desktop

In QuickBooks 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 under 50MB process in your browser. Your data never touches our servers.

Auto-Delete

Server-processed files automatically deleted within 24 hours.

GDPR Compliant

Full EU data protection compliance. Your privacy rights protected.

ISO/IEC 27001 Certified GDPR Compliant Swiss Privacy CCPA Compliant

Field Mapping

How Square Transactions fields map to Quickbooks Desktop Iif

Square Transactions Source Value Quickbooks Desktop Iif Target Value Note
Transaction ID abc123xyz DOCNUM abc123xyz Transaction ID as document number
Date 12/15/2024 DATE 12/15/2024 Transaction date MM/DD/YYYY
Customer Name John Smith NAME John Smith Customer name (max 41 chars)
Total Collected 120.00 AMOUNT 120.00 Transaction amount (TRNS)
Gross Sales 107.50 AMOUNT (SPL) Product sales to income account
Tax 7.50 AMOUNT (SPL) Tax to Sales Tax Payable
Tip 10.00 AMOUNT (SPL) Tips to Tips Income
Fees -3.22 AMOUNT (SPL) Fees as expense (ABS of negative)

Data Transformation

Each Square transaction expands to IIF TRNS/SPL rows

Input Square Transaction

One row per payment transaction

Key columns: Transaction ID, Date, Total Collected, Fees
1:N — One input row creates multiple output rows
Output IIF Transaction Block 3-6 rows per input

TRNS header + SPL splits + ENDTRNS

HDR TRNS Transaction header: debit to deposit account
CR SPL (Sales) Split: credit to Sales Income (negative)
CR SPL (Tax) Split: credit to Sales Tax Payable
CR SPL (Tips) Split: credit to Tips Income
DR SPL (Fees) Split: debit to Fees Expense (positive)
ENDTRNS End of transaction marker
TRNS amount = sum of SPL amounts

The Desktop Gap

No Native Square-Desktop Integration

Square doesn't offer a direct QuickBooks Desktop integration. Most accounting apps (A2X, Synder) only support QuickBooks Online. Desktop users are left with manual data entry or expensive middleware.

IIF: The Desktop Import Format

QuickBooks Desktop accepts IIF (Intuit Interchange Format) files. IIF is a tab-delimited format with specific headers (TRNS, SPL, ENDTRNS). We convert your Square transactions to valid IIF files that Desktop accepts.

Common IIF File Import Errors

Issues you might encounter when importing Transactions Export data to IIF File - and how we solve them

Account Not Found in Chart

QuickBooks Desktop requires exact account name matches

Account: 'Square Sales' (not in your Chart)
Account: 'Sales Income' (matches your Chart)

Configure account names to match your QuickBooks Desktop setup

Check File → Chart of Accounts and update settings

Square Uses Negative Fees

Square exports fees as negative (e.g., -$3.22)

Fees: -$3.22
Fees SPL: $3.22 (positive expense)

Fees are converted to positive for expense tracking

Automatic conversion using ABS()

Customer Name Too Long

QuickBooks Desktop limits names to 41 characters

Long Customer Name With Extra Details...
Long Customer Name With Extra...

Customer names are truncated to 41 characters

Names are automatically shortened

Why Use This Tool?

Desktop-Ready IIF

Valid IIF format that QuickBooks Desktop accepts without errors.

Cash Sale Transactions

Transactions imported as Cash Sales with proper split lines.

Tax & Tips Separation

Separate split lines for tips and sales tax.

Customer Name Handling

Customer names truncated to Desktop's 41-character limit.

ASCII Encoding

Proper ASCII encoding required by QuickBooks Desktop.

No Monthly Fee

Pay-per-use pricing. No subscription required.

Frequently Asked Questions

Pro, Premier, and Enterprise editions from 2020 to 2025. IIF format is supported in all Desktop versions.
Yes. QuickBooks Desktop requires admin login and single-user mode for IIF imports.
All accounts in the IIF must exist in your Chart of Accounts before import. Create: deposit account, sales income, tips income, and sales tax payable.
QuickBooks Desktop limits customer names to 41 characters (vs 100 in Online). Names are automatically shortened to fit.
Yes, but be careful of duplicates. Each transaction gets a unique reference number (SQ-xxx) to help identify duplicates.
Check that all account names exist in your Chart of Accounts. Account names must match exactly. QuickBooks Desktop is case-sensitive.

Square → Quickbooks Desktop Data Ecosystem

All available data flows from Square to Quickbooks Desktop

Square Customer Directory Export Square customer records with contact information and purchase history
Quickbooks Online Customer Import Customer profiles with contact and billing information
First Name + Last NameName Company NameCompany Email AddressEmail
Customer list migration, CRM sync
Square Item Library Export Square product catalog with pricing, SKUs, and inventory levels
Quickbooks Online Products and Services Import Product and service items for invoicing and sales
Item Name + VariationProduct/Service Name SKUSKU DescriptionSales Description
Product catalog migration, inventory setup
Square Transactions Export Square transactions including payments, refunds, fees, and payouts
Quickbooks Desktop IIF File Tab-delimited Intuit Interchange Format for Desktop
Transaction IDDOCNUM DateDATE Customer NameNAME
QB Pro, Premier, Enterprise (2020-2025) Current tool
Square Transactions Export Square transactions including payments, refunds, fees, and payouts
Quickbooks Online Journal Entry Double-entry accounting with debits/credits
DateJournalDate Gross SalesCredits FeesDebits
Professional accounting, fee tracking, aggregated imports
Square Transactions Export Square transactions including payments, refunds, fees, and payouts
Quickbooks Online Sales Receipt Cash-basis B2C sales (payment received at checkout)
Transaction IDRefNumber DateTxnDate Total CollectedItemAmount
Retail, e-commerce, paid orders