Updated 09/01/2017
If you have downloaded the IIF Import Kit, you will find there the IIF Header Help folder that lists the column headings that you can use for each list type (i.e. Customer list, Vendor list, etc). Inside each transaction import file, there are usually three file header lines that occupy the first, second, and third rows (row 1, 2, and 3 in the example below). You can also download sample import Quickbooks IIF files here for each transaction type:
Transaction Type |
File Name |
| Bill | bill.iif |
| Bill payment-check | bill_payment.iif |
| Bill payment-credit card | bill_paymentcc.iif |
| Bill credit | bill_credit.iif |
| Cash sales with sales tax enabled | cash_sales_with_tax.iif |
| Cash sales without sales tax enabled | cash.iif |
| Check | check.iif |
| Credit card refund | credit_card_refund.iif |
| Credit memo | credit_memo.iif |
| Credit memo with sales sales tax enabled | credit_memo_with_sales_tax.iif |
| Customer payment | customer_payment.iif |
| Deposit | deposit.iif |
| Estimate | estimate.iif |
| Estimate with sales tax enabled | estimate_with_sales_tax.iif |
| Invoice with sales tax enabled | invoice_sales_tax_charged.iif |
| Invoice with sales tax and group items | groupitem_with_salestax.iif |
| Invoice without sales tax enabled | invoice.iif |
| Invoice with no sales tax and group items | groupitem_without_salestax.iif |
| Item receipt (before Bill) | item_receipt.iif |
| General Journal Entry | journal.iif |
| Purchase order | purchase_order.iif |
| Sales tax payment | sales_tax_payment.iif |
| Statement charge | statement_charge.iif |
| Transfer (Balance Sheet accounts only) | transfer.iif |
Also, these lists are importable:
- Time Entry Activity
- Classes
- Budgets
- Employees
- Customers
- Customer Type
- Items
- Other Names
- Payment Methods
- Shipping Methods
- Terms
- Vendors
- Vendor Types
The following transaction types CANNOT be imported using IIF files:
- Inventory Adjustment
- Pay Check
- Payroll Liability Payment
- Year-To-Date Adjustment
- Payroll Liability Adjustment
- Sales Order
- Assembly Item Builds
- Sales Tax Liability Payment
This is a good example of how IIF’s work:
Other articles on importing data from from spreadsheets into Quickbooks:
- Tools to import data from Excel into QuickBooks
- Using .QBO files to import bank data
- Different ways to import into QuickBooks Desktop and QuickBooks Online
- Built-in and 3rd party tools used to import data
