Can I Import Iif Files Into Quickbooks Online

Welcome to the Customs, @dmlbeach.

I'd be delighted to share some information on how you can import CSV files to QuickBooks.

If you're trying to import depository financial institution transactions, here are the factors to consider before you import the CSV file:

• Special characters are not allowed.
• Zeros (0) are not allowed anywhere in the file ($0 should be left blank)
• Correct any transactions that display an amount in the Description column
• Remove the word corporeality if it appears in the proper noun of the Credit or Debit column (Credit amount and Debit amount are incorrect)
• MAC users must save the file every bit a Windows CSV file
• Correct and standardize the Engagement format to a single format (for example, dd/mm/yyyy)
• Some banks provide the day of the calendar week and include information technology in the Date column (for case, 20/xi/2018 TUE in column A) which is not an acceptable format.

Besides, y'all tin utilize either of these formats:

3 Columns

4 Columns

Once the CSV file is prepared, yous tin can start the importing procedure. Here'south how:

1. Go to theGear Icon.
2. ChooseImport data.
3. SelectBank Data.
4. Click the Scan button.
5. Locate the CSV file that you want to import then, clickOpen up.
6. Hitting theNext button.
7. Choice the business relationship where you want to record the transactions, and so click Next.
8. Map your file with the QuickBooks fields then clickNext.
9. Review the list of transactions again and so clickNext.
10. ClickYes.

In one case completed, you can now start reviewing and categorizing each bank transaction. Also, you can refer to these articles for the footstep-past-footstep instructions near importing data in QuickBooks:

• How to import bank transactions using Excel CSV files
• Import your customers and suppliers list to QuickBooks
• Import your products and services to QuickBooks

Lastly, yous can read through these articles to aid you resolve any errors you'd meet during the importing procedure:

• Common errors for importing banking concern transactions using CSV
• Clear cache and cookies to fix issues when using QuickBooks Online

Stay in touch if you have additional questions about QBO. I'll exist around to help y'all. Wishing you connected success.

crowetroys1980.blogspot.com

Source: https://quickbooks.intuit.com/learn-support/en-uk/banking/how-do-you-import-iif-data-files-into-quickbooks-online-please/00/487825

Share this post