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  1. Use the Save to Quickbooks 2019+ File Format export option.
  2. In QuickBooks navigate to File > Utilities > Import > IIF Files

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  3. Choose the import option you wish to use. 

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    • "Import it for me. I’ll fix it later" link at the bottom - This is the recommended option. Click here to continue to the steps below. 

      Tip
      titleQuick Tip

      This option is recommended because of the overall import success rates.


    • Import IIF button to import with a data review - This option is not recommended. Click here to continue to the steps below.


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CXTU Courses/Lessons
  • Accounting Role Training - Quickbooks