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.
Square to QuickBooks Desktop (IIF Format)
Convert Square POS transactions to IIF format for QuickBooks Pro, Premier, and Enterprise Desktop editions.
How It Works
Export from Square
Dashboard → Reports → Transactions → Export CSV
Upload and Configure
Upload CSV and verify account names match your Chart of Accounts
Download IIF
Download the converted .iif file
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.
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
One row per payment transaction
Transaction ID,
Date,
Total Collected,
Fees
TRNS header + SPL splits + ENDTRNS
The Desktop Gap
No Native Square-Desktop Integration
IIF: The Desktop Import Format
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
Square → Quickbooks Desktop Data Ecosystem
All available data flows from Square to Quickbooks Desktop
First Name + Last Name → Name
Company Name → Company
Email Address → Email
Item Name + Variation → Product/Service Name
SKU → SKU
Description → Sales Description
Transaction ID → DOCNUM
Date → DATE
Customer Name → NAME
Date → JournalDate
Gross Sales → Credits
Fees → Debits
Transaction ID → RefNumber
Date → TxnDate
Total Collected → ItemAmount