Convert CSV to IIF Bank Account for Free Online
Converts CSV transaction download from your bank into an IIF of Deposits and Checks that can be imported into a bank account in Quickbooks. This is a free, unlimited CSV to IIF convertor that is secure because all data you enter is processed by Javascript in your browser and never leaves your device.
I made this quick and dirty tool so I can import historical bank transactions when my bank would not provide QBO format transaction download older than 90 days.
Limitations
- Rename Payee and Account using a spreadsheet program before importing
- No support for check numbers
- No support is provided. No guarantees. Use at your own risk.
Recommended Test Procedure
- Backup your company file
- Create a test copy of your company file
- Create a CheckingTemp account in the test copy of your company file
- Import the transactions into the CheckingTemp account
- Repeat into CheckingTemp1, CheckingTemp2, etc. until the import is correct
- Once it is perfect, import the IIF file into your live company account
CSV Format Requirements
- Tab-delimited, no double-quotes -- you can copy & paste from your spreadsheet program.
- Header lines are ignored, and may be left out.
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FIVE COLUMNS ARE REQUIRED IN THE FOLLOWING ORDER:
Date - any format, will be parsed
Amount - negative amounts treated as Checks, positive amount treated as Deposit; with or without dollar sign
Payee - Rename using your spreadsheet program to match what you have in Quickbooks
Account - Rename using your spreadsheet program to match what you have in Quickbooks
Memo - Can be any text, or leave it blank - All other columns will be ignored
- Any line that can not be parsed will be ignored
Created 2021-08-26, Last Modified 2023-02-05, © Shailesh N. Humbad
Disclaimer: This content is provided as-is. The information may be incorrect.
Disclaimer: This content is provided as-is. The information may be incorrect.