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Always do a backup (as with any other import) for the QuickBooks company file before any IIF import. Typos and mismatches will result in new vendor records and accounts created. The IIF format is considered a "low level" or "system" format and QuickBooks imports it right into its database, so you have to be precise with the data you provide. Quickbooks Online does not import IIF files. Unlike the QBO format, which requires "matching" under the Bank Feeds after QBO import, the IIF format requires vendor names, account names to be exact to what you have in Quickbooks otherwise Quickbooks will create new vendor and account records during IIF import. It allows supplying more details about transactions like expense/income account or class. IIF format is the format to use for all QuickBooks versions. Import into QuickBooks Desktop through the IIF format Quickbooks Online (including Quickbooks Self-Employed) imports CSV files (date, amount, description only).The QBO (and OFX and QFX) format is the best format for Quickbooks Online as it imports the most bank transaction details (date, amount, payee, memo, check number, unique transaction id to exclude duplicates).QuickBooks Online (except Self Employed) imports QBO files (OFX, QFX as well).Import QBO files through File-Utilities-Import-Web Connect format.Quickbooks Desktop must not older than three years to import QBO files (QuickBooks 2021-2023).Import a QBO file into Quickbooks Desktop (Windows or macOS) Once transactions are imported under the Bank Feeds, Quickbooks does matching to vendor records and expense/income accounts. QBO files do not have Categories or expense/income account details. As banks do not have specific accounting details for their clients, the. QBO file have the following transaction details: QBO files have account details like account id, bank id, currency, ending balance, and date.
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".QBO" does not mean "QuickBooks Online".īanks and credit card companies provide QBO files to download transactions. The QBO format is a QuickBooks Web Connect format used to import bank transactions into QuickBooks (under Bank Feeds). Quickbooks file extensions to import transactions are: Import into QuickBooks through the QBO format Depending on the source of transactions (online banking download, accounting service export, transfer data between two computers), a specific format should be used for a particular purpose. Quickbooks imports transactions in original formats. The Transactions app provides interface to map payee names to vendor names and assign categories (expense/income accounts) based on payee names or direct edit.

QBJ files are for general journal entries only

QBO files are for bank and credit card transactions only QBJ format - Quickbooks desktop 2013 or later IIF format - Quickbooks desktop only, but all versions even discontinued ones
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QBO (web connect) format (QuickBooks 2021-2023 for Windows or Mac and Quickbooks Online) Both formats have limitations – read below to choose the most suitable format for you. QBO and IIF formats are different: QBO (Web Connect) is to import bank transactions, and IIF is more ‘low level’ import allowing to create of various transactions between QuickBooks accounts. Import bank transactions and credit card transactions into QuickBooks 2021-2023 and Quickbooks Online through the QBO format or the IIF format (all QuickBooks Desktop versions are supported). Use the ProperConvert app to convert your file to a format compatible with Quickbooks. See below options and Desktop and Online versions. The QBO format applies to bank transactions files and credit card transactions files. Both variants import the QBO format as a common format for bank transactions under Bank Feeds, and each of them imports its own set of formats.
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QuickBooks accounting software is offered as QuickBooks Desktop (QBD) or QuickBooks Online.

Convert to Quickbooks compatible formats (QBO, IIF, QBJ)
