Advertise here    

QuickBooks Forums      

Go Back   QuickBooks Forums > QuickBooks Software Support > QuickBooks Pro Forum

Reply
 
Thread Tools Rate Thread Display Modes
  #1  
Old 04-17-2017, 05:17 PM
msoultan msoultan is offline
Registered User
 
Join Date: Apr 2017
Posts: 2
CSV2IIF or CSV2QBO?

Hi Everyone,
Up to this point I've been writing my invoices in Word and tracking my deductible expenses and taxable income in an Excel spreadsheet and it's worked pretty well, but I'd really like to streamline this process and be able to track everything more efficiently - I figured QB would be the way to go.

I'm totally new to Quickbooks so I'm still trying to wrap my head around all the ins and outs of the software and I've realized that there is no means to import my transactions from Excel unless I have the Accounting version of QB or I use a tool - this is where I need your help.

After doing a bunch of searching I found a couple tools from propersoft.net that look like they'll do the job - CSV2IIF and CSV2QBO. It seems that both of them do about the same thing but they're just slightly different in their execution. It also seems like you have to keep QB up to date to use the QBO version (within 3 years, but not an issue as I'll keep it up-to-date). Also, they said that IIF was lower level and a little more involved? I don't mind having a more powerful tool at the expense of some complexity as I can manipulate a lot in Excel and also do some programming, so formatting data appropriately isn't a big deal. But I don't want to be doing a bunch of work if it really isn't needed.

Also what might be worth mentioning is that I'd like to reconcile my bank accounts, credit card statements, Paypal, and anything else possible, in addition to importing all my transactions from Excel. I currently bank with BOFA and US Bank and I think I remember that they output WebConnect files which don't require conversion? But I'm guessing there.

So, anyone have any thoughts on this? Am I heading in the right direction with one of those two utilities (CSV2IIF or CSV2QBO) - any opinions one or the other?

Thanks!
Mike
Reply With Quote
  #2  
Old 04-25-2017, 11:40 AM
msoultan msoultan is offline
Registered User
 
Join Date: Apr 2017
Posts: 2
Just wanted to bump this hoping someone might have some thoughts on this. I'm still having trouble figuring out exactly what I need. Thanks!
Reply With Quote
  #3  
Old 04-26-2017, 04:54 AM
Rustler Rustler is offline
Registered User
 
Join Date: Feb 2008
Location: Texas - The Republic
Posts: 2,291
csv 2 iif is only for desktop
csv 2 qbo is only for QB online

they are two different software packages and do not share information, you use one or the other exclusively.


There is also transaction pro importer for desktop
Reply With Quote
  #4  
Old 04-26-2017, 02:48 PM
uniz uniz is offline
Registered User
 
Join Date: Oct 2013
Posts: 145
Quote:
Originally Posted by Rustler View Post
csv 2 iif is only for desktop
csv 2 qbo is only for QB online

they are two different software packages and do not share information, you use one or the other exclusively.


There is also transaction pro importer for desktop
qbo is not QB Online. It's just a file format that allows the user to import transactions through the bank feed.
Reply With Quote
  #5  
Old 04-27-2017, 05:09 AM
Rustler Rustler is offline
Registered User
 
Join Date: Feb 2008
Location: Texas - The Republic
Posts: 2,291
Uniz you are right, I see QBO so much I just went with it automatically
Reply With Quote
Reply

Bookmarks
Bookmark and Share
Thread Tools
Display Modes Rate This Thread
Rate This Thread:

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is Off
HTML code is On

Forum Jump


All times are GMT -5. The time now is 03:05 AM.


 

Powered by vBulletin® Version 3.8.4
Copyright ©2000 - 2017, Jelsoft Enterprises Ltd.
All contents copyright (c) by AccountingUsers Inc.