Getting statement data into QuickBooks Desktop

IIF is the format people mean when they say QuickBooks Desktop import, and LedgerBox does not write one yet. There is a nearer route: the QBO Web Connect file LedgerBox already produces is a desktop-era format, and it is worth trying before you reach for a spreadsheet.

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 ships no QuickBooks Desktop file and no QuickBooks Desktop connection today. This page describes what there is instead.

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

Worth knowing before you import

What we do not ship is as worth stating as what we do, because finding out later is the expensive way to learn it.

What IIF is, and what we will not guess about it

IIF is Intuit's own tab-delimited text format for moving records into QuickBooks Desktop. Its accepted rows differ by version, and we do not publish a layout for a format we have not generated and imported ourselves, so this page stops here.

There is no connection to set up

LedgerBox does not sign in to QuickBooks Desktop, does not post to it, and does not sync with it. Nothing runs in the background. You download a file and import it, which also means nothing reaches your books that you did not put there.

Why it is not here yet

A file format ships once we can verify it end to end: generate it, import it into QuickBooks Desktop, and see the transactions land correctly. Until that is done, the honest option is the one above, and this page says so rather than listing a format we have not proved.

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.

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Four formats produce a file today and nine do not. See all thirteen, grouped