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Quick Books Integration | IIF File

CCS Offers a basic integration package for Quickbooks for free. It allows you to export a IIF File. IIF Files can the be imported into your Quickbooks system.

Quick Books Video

CCS will prepare a file with the following information:

You will need to input your Account #'s for each type.

For Auto Email

Setup your email account - Office - Control Panel - Email Check off “Email QB IIF” File. This will email out a IIF File when you close the day.

Operations

From Office - Main Toolbar - QuickBooks Export. Open the Window, input the date range, and press “Refresh Trans.” Then press “Export.” A Quickbooks file will appear on your desktop, use this to import into Quickbooks.

Make sure you run a test on a test database prior to using this on a regular basis.

Step 1
Open the Quickbooks export window.

Step 2
Input the date range to export. Press “Refresh Trans”

Step3
Once the data is refreshed, you can export the file. It will automatically export to your desktop as “QBIIF.iif”

Step 4
If you were to open the QBIIF File in notepad, this is what it would look like.

Step 6
To import Quickbooks, follow the steps below:

  1. Open Quickbooks
  2. Navigate to File > Utilities > Import > IIF Files
  3. The Import window will appear. Select the IIF file that you saved.
  4. Click Open.
  5. Click OK when the message “Your data has been imported