What are IIF files?
Intuit Interchange Format (.IIF) files are ASCII text, TSV (Tab-Separated Value) files that QuickBooks Desktop supports to import or export lists or transactions. IIF files make it easier to transfer data from Fyle to QuickBooks Desktop and manage company records.
Importing IIF files in QuickBooks Desktop is easy because QuickBooks Desktop formats the file for you. Also, Intuit suggests this is a faster and easier method to enter transactions directly into QuickBooks Desktop.
Transactions type and Data fields supported for IIF file generation
To support QuickBooks Desktop customers, we have built the IIF export format to help export reimbursable and credit card expenses from Fyle as transactions in QuickBooks Desktop, such as Bills, Journal Entries, and Credit Card Charges, Vendor bill refunds, and Credit Card refunds.
Note that you can only export the expense data from Fyle to QBD via an IIF file but cannot import any data from QuickBooks Desktop to Fyle through IIF.
When generating an IIF file, the receipt copy can not be sent as an attachment to QuickBooks Desktop. However, we can always share the link to Fyle's receipt in the memo field if you want the receipt copy.
Also, only custom fields of drop-down nature ( Select type) can be exported to either class or customer: project dimension in QuickBooks Desktop, any other kind of custom field cannot be exported from Fyle to QuickBooks Desktop using IIF files.
How to generate an IIF file for your Fyle expenses?
Currently, we generate an IIF file for your account from the backend and share it with you on a preferred email address frequently. To develop the IIF file, we want to understand your business requirements for exporting expenses. So, kindly fill out this form with all the information to generate the file. Our support team will reach out to you if we need more information.
Note: While sharing the details, such as the Account name in the form, please ensure that it matches the name in your QuickBooks Desktop instance to avoid errors while importing the data.
Once you have received the file, you can follow the steps shared here to import them to your QuickBooks Desktop application.
Got any questions? Write to us at [email protected], and we will be happy to help.