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QBO to IIF Converter

Convert a bank QBO statement into balanced IIF transactions for a controlled QuickBooks Desktop import.

Read the full guide ↗

QBO → IIF workbench

Your file stays in this browser.

Before you convert

A clear path from source to output.

  1. 01

    Prepare the source

    Read the bank transactions, review their signs, then choose the destination bank and offset account names. The names are case-sensitive to your bookkeeping workflow and should match the chart of accounts.

  2. 02

    Review the transformation

    The original bank feed is converted into accounting entries. Each main transaction receives one offset line. This is useful for a deliberately prepared import, but the bank file does not contain the bookkeeping categories required for automatic categorization.

  3. 03

    Check the destination

    Desktop can also import QBO through Web Connect. Prefer that route when you want bank-feed review and matching. IIF is a different workflow, and repeatedly importing it can create duplicate entries.

What to check in the preview

Compare the record count, date range, deposits and withdrawals with your source. A download is not a completed import or an account reconciliation.

The tool handles one local file up to 5 MB. Invalid records block export. Format-specific limitations appear before you download.

Questions about this conversion

Is the file uploaded?

No. File reading, validation and conversion run in your browser. Analytics never receive file contents.

What does IIF output keep?

The original bank feed is converted into accounting entries. Each main transaction receives one offset line. This is useful for a deliberately prepared import, but the bank file does not contain the bookkeeping categories required for automatic categorization.

What are the limits?

Desktop can also import QBO through Web Connect. Prefer that route when you want bank-feed review and matching. IIF is a different workflow, and repeatedly importing it can create duplicate entries.

Step-by-step companion

Prepare, convert, verify.

Read the QBO to IIF guide ↗

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