quickbooks import credit card transactions iif

A was thinking about changing to Wells Fargo and then the program would not be needed.

This is partly why I get behind because I do not enjoy having to manually enter this information! One of the reasons I originally hesitated was because Mr. A’s business is struggling, I felt it was worth it to take $99 and buy this program to save me time and hours of data entry.

This is one of those things where you have to weigh the cost of the product against the man hours it is going to save. csv) so this program will work nicely for both accounts. Then I started looking through my old emails and this was when I found the program I was trying to use originally was something else.Īt any rate, both the credit card company and the credit union allow for Excel downloads (.xls and. It cost $99, but I think it will be worth it with the time I will save from not having to enter transactions individually. I decided to just go for it, and ordered the program. The program allows you to import 15 transactions at a time, up to 100 transactions and had imported almost all the transactions when I got an error message that I couldn’t figure out and with this mistake used up my trial period. I was able to figure it out pretty quickly this time. I couldn’t remember the name of the program I’d used… but the IIF Transaction Creator looked like it, so I downloaded it and started reading the documentation. I was not looking forward to entering nearly one hundred transactions one by one by one… so I went to Big Red Consulting’s website. A’s credit card transactions into Quickbooks. However, over the weekend I decided to try again, as I have gotten behind a couple of weeks in logging Mr. I emailed the company and asked for some additional instructions, which they provided, but it was taking so much time to figure it out that I just lost interest. I also had a hard time figuring out how to use it. I was apprehensive about spending the money for this program, because I wasn’t sure I would use it often enough to make it worth the cost, which was $89. The company allows you to download the program and use it for a trial period, then the program locks and you have to pay for it. The program is called QIF to IIF Converter for Quickbooks. I have known about a program that could be used for downloading the transactions created by Big Red Consulting for over a year now. This means I have enter each and every transaction manually.

You can download to Money or Quicken or Excel format, but not Quickbooks format. It is the same with his checking accounts through the credit union. A’s bookkeeping is the company which holds his credit card does not include options to download transaction in Quickbooks format. One of the most frustrating things I have experienced with doing Mr.

Quickbooks import credit card transactions iif