IIF Transaction Creator for QuickBooks
Import transactions into QuickBooks!
Use this tool to create QuickBooks import files (IIF files) based on Excel worksheets. This allows you to use Excel as a source for importing transactions into QuickBooks.
The tool supports all transactions supported in the IIF file format, including bills, checks, invoices, deposits, credit card charges and payments, sales receipts, estimates, & many others. You lay out your data in simple row formats and then the tool can pick up your data and create complex IIF files from it.
Additionally, it will read financial institution bank & credit card downloaded files (CSV files) & help you import them into Excel for review before exporting to IIF.
Exporting your data from Excel is accomplished in a few easy steps. You can try the tool free before you purchase.
It works with Excel 97 - 2010 for Windows as well as Excel 2004 for Mac. The IIF files created by the add-in can be imported into QuickBooks for Windows 99 – 2010, all QuickBooks Enterprise versions, & QuickBooks Mac 2004 – 2010. U.S., Canadian, Australian, and UK versions of QuickBooks are supported.
Feature Summary
- Easy wizard guides you through basic setup.
- Advanced options for handling different transaction layouts.
- Support for most transaction types.
- Send one or up to thousands of transactions to QuickBooks at a time.
- Automatic sales tax calculation for sales transactions (optional.)
- Automatic name and account conflict resolution for easy import into QuickBooks.
- Support for CSV, TXT, and other text files, opened in Excel.
- Direct support for Amazon.com sales history files.
Download/Trial
The full version of the tool can be downloaded for a free trial, allowing you to try before you buy. Download the IIF Transaction Creator for your free trial.
You can use the tool in trial mode to export up to 100 transactions (up to 15 at a time) and then purchase it to continue use. Once purchased, tool doesn’t have an export limit, and so you can export hundreds or thousands of transactions at a time.
Download Free Templates
While the IIF Transaction Creator is very useful with our without our new template workbooks, which give you an idea of different things you can do with the IIF Transaction Creator. These include an expense report, invoice, journal entry form, a depreciation calculator, and loan payment calculator. Because they’re specialized Excel workbooks, and each can be customized for your needs. Of course, many customers create their own worksheets of data to be imported into QuickBooks.
These free templates are available free of charge. Each works with the IIF Transaction Creator, which allows you to import data into QuickBooks. The templates are also useful as stand-alone spreadsheet tools, when no QuickBooks integration is needed.
The following template are available and described below:
Employee Expense Report
Use this template to import employee expense reports into QuickBooks with just a few clicks. The template accommodates employee paid expenses and mileage and also employer paid expenses.
The template can be setup for your employees and optionally works with the IIF Creator to import expense report details. When imported into QuickBooks, a check payable to the employee is created for the employee paid expenses, complete with account & description details from the expense report. Also, if company expenses are entered they are automatically exported to the appropriate company credit card account (this is configured in the template.)
Depreciation Calculator
Use this template to calculate depreciation for assets. You can specify the depreciation type (straight line, sum of digits, or double-declining balance), the length of the depreciation schedule, and other options. The worksheet will then instantly calculate the depreciation and create a ready-to-import series of monthly depreciation transactions.
Invoice Template
Use this template as a fill-in Excel invoice. Once you’ve added your data, you can create an IIF file and import it into QuickBooks. This simple template can be customized and formatted with printing options not available in QuickBooks, such as a total Quantity & line numbers.
Estimate Template
Purchase Order Template
Journal Template
Use this template to enter multiple journal transactions in Excel. You can even set them up with custom formulas for future time savings.
Loan Payment Calculator
Use this template to setup payments for a loan with principle and interest calculated for you. Match your bank’s calculation or use this template to calculate payments on a non-bank loan. Payments are instantly calculated and ready for export to QuickBooks.
