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T
TKMou
July 29, 2020
Question

Import report to quickbook

  • July 29, 2020
  • 2 replies
  • 0 views

Hi, I want to export a report  from PHP website for my client. They want to import that report to their quickbook account. Have generated .iif file but that one generate error on quickbook import. Please help me to solve this.

2 replies

PatriciaT
PatriciaT
July 29, 2020

Hi TKMou,

 

Thanks for joining us! It's great you're using PHP and wanting to integrate your reports in QuickBooks Online. The import tool in the program allows you to bring over various types of information while ensuring your books are accurate. I'll be happy to assist you with this. 

 

With the import tool, you can import data such as.

  • Invoices
  • Customer
  • Bank Data
  • Bills
  • Suppliers 
  • Products and Services
  • Chart of Accounts
  • Journal Entries

The format required for each category is a CSV file. Bank Data can also be QFX, QBO, OFX, or TXT files. An IIF file will hence not be compatible with the system. You can either search online for an IIF to CSV converter or open the IIF file on a blank Excel workbook and save it as a CSV file.

 

To learn more about how to import data in QuickBooks Online, here are some articles.

I hope this helps! You're always welcome to stop by if you have more questions. 

 

 

 

M
moutushi82
July 30, 2020

Hi PatriciaT

Thank you so much for your reply. I just want to import all invoices from our system to quickbook. We populate a file from all those invoices & try to import to quickbook online. Our client was using .iif file for this. So we try to do so. But it's not working.

I'm sure about CSV. But will try CSV.

Thank you so much.

Fiat Lux - ASIA
Fiat Lux - ASIA
July 30, 2020

@TKMou 

You can convert IIF to CSV or XLS prior to importing to QBO. But you have to define your data as for which transaction type (e.g Invoice, Sales Receipt, Receive Payments).

    M
    moutushi82
    July 30, 2020

    Hi Fait Lux, thank you

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