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Banking
Hi @eaglecj,
The ability to import an IIF file is exclusive to QuickBooks Desktop. If you wish to import your files to QuickBooks Online (QBO), you can do so via a CSV file.
Say, you want to import your products and services. Follow these steps:
- From the Gear icon, select Import Data.
- Note: The next page will show you a list of everything you can import in QBO, which are Bank data, Customers, Vendors, Chart of Accounts, and Products and Services.
- Tap on the Products and Services button.
- Hit the Browse button to look for the file you want to upload.
- Note: You can click on the Download a sample file link to see the correct format of a file you can upload.
- Search for your file. Select Open, then Next.
- Map your fields, then select Next.
- Tick the Overwrite all values for each product or service with the same name.
- Hit Import.
Learn more about this topic by viewing this article: Import products and services from Excel.
Here's a list of articles of other things you can import in QBO:
- Move your chart of accounts to QuickBooks Online.
- Import customer or vendor contacts from Outlook, Excel or Gmail.
- Import bank transactions using Excel CSV files.
Let me know if you have other questions by leaving a comment below. I'll get back to you.