Once you have configured your Fyle QuickBooks Desktop integration to generate IIF files, the files will be shared with you on the configured email address at your preferred frequency.
Alternatively, you can also instantly download this file from Fyle Settings > Integration > Native Integration > QuickBooks Desktop > Dashboard
Once the file is downloaded, follow the steps below to import it to your QuickBooks Desktop instance.
Open your QuickBooks Desktop application and head to File > Utilities > Import > IIF files.
This opens an import dialog screen, as shown below.
3. Now click on Import IIF and select the file that was downloaded from your email
4. Once the file is uploaded, QuickBooks Desktop will automatically start processing the import and show the success or failure message once the import is complete, as shown below :
You will see the success message if all the data in the file is successfully imported. Then you can open the respective Bank/Credit or Accounts Payable account to which the Fyle expense data would be posted and check the latest imported expenses.
Sample Demo of how a Bill is imported from Fyle to QuickBooks Desktop
Here is a quick demo of how reimbursable expenses from Fyle are imported as Bill in QuickBooks Desktop Pro using the IIF file import method.
Sample Demo of how a Credit Card Charge is imported from Fyle to QuickBooks Desktop
Here is a quick demo of how corporate card expenses from Fyle are imported as Credit Card Charges in QuickBooks Desktop Pro using the IIF file import method.
By default, each expense in Fyle is imported as a single credit card charge entry in QuickBooks Desktop, and the transaction date is set to Spend date.
You can also read about resolving errors if your import is unsuccessful here.
Got questions? Write to us at [email protected], and we will be happy to help.