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Old 04-17-2017, 06:17 PM
msoultan msoultan is offline
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Join Date: Apr 2017
Posts: 2

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 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?

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