Getting statement data into QuickBooks Desktop

LedgerBox does not write IIF files. Try the available QBO Web Connect export with QuickBooks Desktop. You can also import CSV or Excel files.

Convert a document All export formats

What you can do today

No QuickBooks Desktop file

Try the QBO Web Connect file LedgerBox already exports, which QuickBooks Desktop can read through its own Web Connect import. Failing that, export a CSV or an Excel workbook and map the columns yourself. A purpose-built IIF file is planned and is not here yet.

The layouts you would be mapping

CSV columns Excel columns

LedgerBox does not create a QuickBooks Desktop file or connect to QuickBooks Desktop. Use the available export method shown here.

Getting data into QuickBooks Desktop today

Convert the statement in LedgerBox

Upload the PDF and review anything flagged. Balances are reconciled before the document is marked clean, whichever file you take away afterwards.
Download the QBO file first

It is the closest thing we ship to a desktop import, and it needs no column mapping at all. One file covers one account and one statement period.
Fall back to CSV or Excel

If your QuickBooks Desktop edition will not take the QBO, the published five-column layouts are the reliable route, mapped in the importer.

The QuickBooks files that do exist today: QuickBooks export files

Import notes

Review the available spreadsheet option and the planned format checks.

IIF format

IIF is Intuit's tab-delimited format for QuickBooks Desktop. Accepted rows differ by version. LedgerBox does not publish an untested IIF layout.

Manual import

LedgerBox does not connect to QuickBooks Desktop. Download the export file and import it in QuickBooks Desktop.

Planned format checks

LedgerBox will add the format after it can create and import the file in QuickBooks Desktop. The transactions must import with the correct values.

QuickBooks Desktop FAQ

Does LedgerBox export an IIF file?

No. An IIF export is planned and does not exist today. The QuickBooks files LedgerBox writes are a 3-column CSV, a 4-column CSV, and a QBO Web Connect file, all documented on the QuickBooks exports page.

Will the QBO file work with QuickBooks Desktop?

It is the closest file we ship, and Web Connect import is a desktop feature, so it is the first thing to try. Whether your edition accepts it is between the file and your install, which is why the CSV and Excel layouts are documented as the fallback.

Is this the same as the QuickBooks Online integration?

No. The posting integration connects to QuickBooks Online, not to Desktop, and it writes journal entries into a company in the cloud. Nothing in LedgerBox connects to a desktop install.

Clean rows first, then import them anywhere.

Upload a document and download the export in under a minute. No card required.

Get started free

Available and planned export formats. See all thirteen, grouped