Service Business

Integration with QuickBooks Desktop

IIFs are used to export or import QuickBooks Desktop data. From ServiceWorks you can export the following data and import it into QuickBook.

Lists you can export from Service Works

  • Chart of Accounts
  • Employees
  • Vendor types
  • Items
  • Sales tax codes
  • Customers and customer jobs
  • Vendors
  • Customer and job types

Import IIF File

You can use the Intuit Interchange Format (.IIF) to import or export files in QuickBooks Desktop. Here’s how you can do it:

  1. Generate the IIF file from Service Works
  2. Open the IIF file in notepad or simple text editor. Remove the redundant space from the end of the file. Save it.
  3. Sign in to your company file as an admin.
  4. Go to File and select Switch to Single-user Mode.
  5. Make a backup of your company file. This way you can restore it if the data doesn’t import the way you expected.
  6. Go to the File menu and select Utilities then Import. Select Import IIF Files.
  7. Browse to your IIF file. Select it and then select Open.
  8. Select OK to confirm your data was imported.

Edit an IIF file

  1. In Microsoft Excel, go to File and select Open.
  2. Browse to your IIF file.
  3. In the File type drop-down, select All Files.
  4. Select the IIF and then select Open.
  5. In the Text Import Wizard, select Next, then Next and Finish.
  6. Make the changes to your IIF file.
  7. Go to the File menu and select Save.
  8. Select Yes.
  9. Close Excel. You’ll get a prompt to save the IIF again. Select Don’t Save.

Export IIFs

  1. Sign in to your company file as an admin.
  2. Go to the File menu and select Switch to Single-user Mode.
  3. Go to the File menu and select Utilities then Export. Select Export IIF Files.
  4. From the Save in drop-down, select the location you want to save the IIF. For example, your Windows desktop.
  5. Enter a name in the File name field and select Save.
  6. Select OK.

IIF File Import and Export Limitations

  • You can import transactions but you can’t export them from QuickBooks.
  • You can only import a certain number of list items. See maximum number of list entries for more info.
  • IIF files you import don’t create links between transactions. When you import an invoice and its payment, they aren’t linked after you import. Link your transactions using the Receive Payments or Pay Bills windows. You can find third-party app solutions that link transactions from the Intuit Marketplace.
  • 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 or percentage basis.
  • You can’t use IIFs to export payroll data from QuickBooks Desktop to other products. You can use them to export payroll data from Intuit Online Payroll and Intuit Full Service Payroll to QuickBooks Desktop.
  • You can’t import IIFs from one country’s version of QuickBooks to a different country’s version. For example, from the US version of QuickBooks to the Canadian version.
  • Avoid enter numbers with leading zeros in Microsoft Excel when you create an IIF file. As a workaround, format the column cells as Custom.

%d bloggers like this: