Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
MaryLandT
Moderator

Reply to message

Hello there, GK07,

 

You'll want to move the data from the Excel to IIF. This way, you'll be able to import your credit card transactions to QuickBooks. 

 

To do so, you'll want to download and install the .IIF import kit. Let me show you how:

  1. Download the kit.
  2. Select the Save button to download the IIF_Import_Kit.zip file to your Windows desktop.
  3. Use WinZip or any compatible file compression utility to extract the contents of the downloaded file. The contents will automatically extract into a sub folder called .IIF Import Kit.
  4. Open the IIF Import Kit folder to view its contents.

After that, copy your data from the Excel file to the IIF file. Then, import it to QuickBooks. Here's how:

  1. Go to the File menu, select Utilities then Import then IIF Files.
  2. Select Import IIF.
  3. Locate the file, then select OKNote: We don't recommend the option Import it for me. I'll fix it later. Since this option bypasses data review, some of the info may not be correct or complete for your books. It also requires that you switch to a single user.
  4. Once the import is successful, you'll see the numbers of lists and transactions imported.
  5. Press Done.

I've added these handy articles for more details about the step above:

Keep me posted if you have follow-up questions. I'm always around to help.

 

Thank you and stay safe!

Need to get in touch?

Contact us