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Integration · Accounting

Import CSV into QuickBooks Desktop

The QuickBooks Connector pack builds IIF import files for QuickBooks Desktop from your data. DataBridge writes the file, and QuickBooks Desktop does the import.

CSV, Excel or a query → QuickBooks Desktop IIF file

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What you need

Modules. Any paid module opens the Marketplace. Add Transfer to deliver the file, and Flow to schedule.

Edition. DataBridge Server or Desktop.

Pricing and what each edition includes.

Limits, stated plainly
  • This is QuickBooks Desktop only. DataBridge does not connect to QuickBooks Online, and there is no two-way sync.
  • The layouts were built from the documentation and tested against the pack's sample files, not a live company. Import into a test company first.
  • DataBridge writes the file. A person or script runs the import in QuickBooks.
Steps

How it works.

Each step names the feature as it appears in the product.

  1. Step 1

    Source data

    Start from a CSV or Excel export, or from a saved query on your ERP's database.

  2. Step 2

    Generic layouts

    The pack carries Customer, Vendor, Product and Account layouts, so a mapping reads your data in a known shape.

  3. Step 3

    Mappings

    Map to the IIF layouts for accounts, customers, vendors, items, invoices, bills, customer payments, bill payments and journal entries.

  4. Step 4

    IIF writing

    A transaction is one line per posting line, using the RecordType column (TRNS, SPL or END). DataBridge adds the !SPL and !ENDTRNS layout lines after the header row.

  5. Step 5

    Validate and deliver

    Validate File lists problems first. Then write the file to a folder and import it with QuickBooks Desktop's own IIF import. The pack's format guide lists the accepted values.

Marketplace packs used: QuickBooks Connector. See the Marketplace.

Questions

Common questions.

Does it work with QuickBooks Online?

No. The pack builds IIF files for QuickBooks Desktop. For QuickBooks Online, use its own CSV import tools.

Which records can it write?

Accounts, customers, vendors, items, invoices, bills, customer payments, bill payments and journal entries.

Keep reading

Related use cases and integrations.

QuickBooks, Sage 100 and NetSuite Import FilesERP Data Migration and CutoverSage 100 Visual Integrator import filesNetSuite CSV import filesWhat DataBridge connects to

QuickBooks, Sage 100, NetSuite, Salesforce, HubSpot, Dynamics 365, Shopify and Amazon are trademarks of their respective owners. Names are used only to say which system a connection, layout or file is for. ExtensibilityCo is not affiliated with or endorsed by any of them.

Next step

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The free browser edition needs no sign-in and never uploads your files.

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