Hello there, @chrtucke.
Let me share information about importing IIF files to QuickBooks Desktop when creating a new company file with existing data.
Yes, you can import transactions in QuickBooks Desktop using IIF files. Here is an article you can check for the list of the transactions you can import: Export, import, and edit IIF files.
Also, take note of the following before importing IIF files:
- You can only import a certain number of list items. See maximum number of list entries for more info.
- When you import IIF files, it doesn't link transactions. For example, you still need to link an invoice and an invoice payment after the import.
- To link transactions, go to the Receive Payments or Pay Bills window. You can also use third-party apps to import and link transactions.
- When you import assembly items, you can't import data in the item's custom fields.
- You can't export or import price levels that are set up on a per-item basis.
- You can only use IIF files to export payroll data from Core, Premium, and Elite Standalone Payroll.
- You can't import and export IIF files to and from a country's version of QuickBooks to another country's version. For example, from the US version of QuickBooks to the Canadian version.
- When you create an IIF import file, you can't enter numbers with leading zeros in Microsoft Excel. As a workaround, you can format the column cells as Custom.
For future reference, you can read these articles about creating new company files:
Feel free to click the Reply button below if you have questions about creating new company file in QuickBooks Desktop. I'm always here to help. Have a great day.
