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simoncpa
July 24, 2019
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IIF 3rd Party

  • July 24, 2019
  • 2 replies
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Hi,

 

I have a problem with formatting excel to IIF files which can be uploaded to QB. I am sick and tired of manually doing this. I am using a 3rd party app. from BRC. Their instructions and tech help is more than cryptic so my question to you all is if you know of another 3 party which has a user-friendly IIF conversion. So I don't have to spend endless hours on trying to format the excel file the right way.  Any help will be greatly appreciated. Otherwise,  do you know of any consultants that will do it for me?  Whatever, I am not just into wasting time.  Many thanks in advance.

Best answer by Rochelley

Hello @simoncpa ,

 

I have mentioned this before on these forums several times, but I had great success using Transaction Pro Importer.  It has saved me hundreds of hours over the last few years.  They were very good to deal with and the software has a minimal cost, in comparison to what it can do for you.  They let me have a trial time period, for which I created a fake QB file and tested it extensively to make sure it could do everything I needed it to do.  It did the trick, so I purchased.  Like most of these types of software, you just have to make sure your column headers in Excel are mapped to the QB fields correctly.  Any wrinkles you find you can work out in the testing phase.

 

Check them out here:  https://www.transactionpro.com/?utm_source=google&utm_medium=cpc&utm_campaign=Brand&utm_term=transaction%20pro%20importer&gclid=EAIaIQobChMIz-XSx7Xa4wIVvSCtBh2w-gBEEAAYASAAEgKSY_D_BwE

 

Good luck!

2 replies

R
RochelleyAnswer
July 29, 2019

Hello @simoncpa ,

 

I have mentioned this before on these forums several times, but I had great success using Transaction Pro Importer.  It has saved me hundreds of hours over the last few years.  They were very good to deal with and the software has a minimal cost, in comparison to what it can do for you.  They let me have a trial time period, for which I created a fake QB file and tested it extensively to make sure it could do everything I needed it to do.  It did the trick, so I purchased.  Like most of these types of software, you just have to make sure your column headers in Excel are mapped to the QB fields correctly.  Any wrinkles you find you can work out in the testing phase.

 

Check them out here:  https://www.transactionpro.com/?utm_source=google&utm_medium=cpc&utm_campaign=Brand&utm_term=transaction%20pro%20importer&gclid=EAIaIQobChMIz-XSx7Xa4wIVvSCtBh2w-gBEEAAYASAAEgKSY_D_BwE

 

Good luck!

S
simoncpaAuthor
July 29, 2019
Thanks, new to this and after I posted, I saw reference to "transaction pro", I am not very technical at all but it seems to be a bit more user-friendly than that which is offered by Big Red Consulting. Just started messing with it. Hope the trial does't run out in days.....Do you know how long the trial is? Doesn't specify on their site, I don't think. Thanks again.
J
JamesM
July 29, 2019

Hi simoncpa. If you sign up for the app through our site www.apps.com, you get a 30-day risk-free trial. I'll attach an image below for reference. I also checked on their main site using the link above and I'm not seeing how long the trial lasts for. Let me know if you have questions. 

 

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