Banking

Hello, David. Let me share some details about exporting and importing using Intuit Interchange Format (IIF) files from QuickBooks 2023 to QuickBooks 2021.

Yes, you can export entries from QuickBooks Desktop (QBDT) 2023 and import them to QBDT 2021 using IIF file. However, it's crucial to understand that this process is only compatible when using the same QBDT edition.

To get started, you can download and install the .IIF import kit to save time and improve your results. You can also download sample .IIF files to practice or use as templates for importing transactions into QuickBooks.

To export, here's how:

1. Sign in to your company file as an admin. If you're in a Multi-user mode, you need to switch to Single-user mode.
2. Go to the File menu and select Utilities.
3. Click Export, then choose Lists to IIF Files.
   
   
4. Select the lists you want to export, then OK.
   
   
5. In the Save in the dropdown, select a location to save your IIF file.
6. Enter a file name, then select Save.
   
   

Here's how to import:

1. Go to the File menu, select Utilities then Import then IIF Files.
   
   
2. Select Import IIF.
   
   
3. Locate the file, then select OK.
4. Once the import is successful, you'll see the number of lists and transactions imported. Press Done.

Additionally, it's important to note that certain transactions can only be imported into QuickBooks Desktop when using IIF files for exporting and importing. For more detailed information on the limitations of IIF import and export, you can refer to this article: Learn about IIF import and export limitations.

After successfully transferring your files, check out these articles about customizing reports according to your needs: Customize reports in QuickBooks Desktop.

Don't hesitate to leave a reply in this thread if you need help exporting and importing files in QuickBooks Desktop. The Community is available to lend a helping hand.