Transaction Converter App

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A new version of QuickConverter is available.

Transaction Editor

Company

Stmnt Acct

Import QB Lists
Open File...
Adjust CSV Mappings
Clear Data...

Create & Edit Rules
Apply Rules

Invert Amounts
Disable Validation
Disable Cust & Vend Trans Types
Swap Desc & Memo
Memo to Splits
Show/Hide Columns...

Step 1

Import QuickBooks Lists

It can include accounts, customers, vendors, employees, other names, and classes. This helps create an accurate IIF quickly.

Skip. Manaully Enter Data.

Files & History

No files saved yet.

Remove fingerprints permanently?

This removes the 0 fingerprints recorded for — both locally and on the server — so those transactions can be imported again as if new. Fingerprints are hashes, not readable transaction data, and this cannot be undone.

All filesFingerprints

Files are stored strictly on this device only. All transaction data is encrypted on the device and is erased when you log out. Transaction hashes (fingerprints) are stored locally and on the server to help prevent duplicate entries.

#

Date

Num

Description

Payee

Account

Customer:Job

Class

Memo

Type

Amount

Splits Not Balanced

You need to balance your transaction splits before closing it.

$0.00

Sum of Splits

$0.00

Difference

Empty Split Accounts

Accounts are required for all split lines with a non-zero amount.

1-Line

CSV Field Mapping

Field Name

Column Name

Date

Description

Amount

Num

Memo

Other Options

Amount or Credit/Debit Columns

Delimiter:

Field Name

Column Name

Payee

Account

Class

Customer:Job

Important!!!

The Direct Fill feature is in beta preview, use with caution.

Currently, this bypasses validation. You need to make sure the entities that you assign to payee, account, and class, match what you have in QuickBooks exactly. Otherwise, QuickBooks might create new ones for you.

Customer:Job default sets transaction as billable to that customer.

This will won't set transactions as Transfer or Payment.

Amount Column

Account

Customer:Job

Bill

Class

View Raw IIF Data

Not Found!

Create new for ""?

Create New Payee

Name

Unique name required

Add More Information...

Company Name

Contact

First Name

MI

Last Name

Mr./Ms./...

Alt. Contact

Phone

E-mail

Alt. Phone

FAX

Address 1

Address 2

City

State / Province

Zip

Account No.

Edit Account:

Name

Account Type: undefined

Sub-Account of:

Create new class

Name

Unique name required

Sub-Class of:

Validation Disabled

Payee, Account, Class, and Customer:Job must exactly match what you have in QuickBooks otherwise you might get unpredictable results. QuickBooks may or may not automatically create a new item for you.

With Validation Enabled, QuickConverter will create new entities in QuickBooks for you through the new-entities.IIF exactly like you want.

Clear Data

Warning: This cannot be undone. Removes data from the server too.

Data

All Data

QuickBooks Lists

Transaction Data

All Match Rule Sets

Columns

All Columns and Splits

Payee

Account

Class

Customer:Job

Memo

Clear All Splits

Download

The file should have downloaded automatically, but if not, use the button below.

IMPORT INSTRUCTIONS

Importing Transactions

For transactions, if you are presented with the option, make sure to use the link at the bottom, "Import if for me. I'll fix it later"

I wrote an article, "How to Import an IIF into QuickBooks, the right way", explaining some of the differences with a short video demonstrating that there is a big difference.

QuickBooks best import option for transaction IIF

Importing Entities

"Entities" is what I call accounts, customers, vendors, employees, other names, classes, etc.

Entities won't import if they already exist in the QuickBooks company file.

For the entities file, use the new import option underlined below, if you have it. QuickBooks will just skip any entities that already exist, and produce an error file explaining any problems encountered.

QuickBooks new import style with validation

However, Older versions of QuickBooks, don't validate the IIF the same way, and they will reject entire IIF files if the entities already exist in the company file. I highly recommend that every time you use QuickConverter, you import a new QuickBooks IIF of your entities.

Note: If you don't import the new-entities.IIF, QuickBooks might create the entities for you or it might throw an error. And they might not be the correct type. So if you created new entities in QuickConverter, you'll probably want to import the file so they are created correctly in your company file.

Whoops!

No transactions to export

Spread sheet of transactions with highlighted account inputs to use

Only transactions with accounts will export to the IIF for QuickBooks, and you currently have none set. Assign accounts using the input in the transaction table, highlighted in red.

It's probably a good idea to assign Payees and/or Classes too.

Tip: Try creating Match Rules to speed up the process.

Subscription Feature

Subscribe to access this feature and increase your productivity.

By supporting our app, you'll get access to:

Storing your Match Rules on our servers, for unlimited accounts
Quick add Match Rules, to instantly create Match Rules based on your payees
Import Match Rules from another QB Account
Duplicating individual Match Rules
Search Match Rules by Description and Memo

Convert CSV, Excel, OFX, QBO, QFX, and TXT bank statements into IIF format for QuickBooks Desktop. Save hours of manual data entry every month.

CSVExcelOFXQBOQFXTXT

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Logging out

Warning: Logging out permanently erases all files and work stored on this device. This history is never uploaded to the server. Afterwards you won't be able to resume your work, and we'll only be able to tell you whether a file was imported before — not restore it.

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