SwimOffice Admin - Super User

QuickBooks IIF files are generated on the 1st of every month. The text file can be opened by:

  1. Click Business Tools > Export for QuickBooks.

  2. Click the desired .iif file.

  3. Open a new tab in your browser (usually Ctrl+T in Windows, Command+T on a Mac).

  4. Open the IIF file in your browser (usually Ctrl+O in Windows, Command+O on a Mac, then locate the file you downloaded and double-click it).

  5. If your browser won't open it but tries to open it in QuickBooks instead, try these alternatives to view IIF files.

The example above is a December 2014 IIF file. The top part of the file contains the payments made last month (grouped by payment type), and the bottom part contains non-recurring fees generated last month and recurring fees generated this month (grouped by Chart of Accounts). They are all totals, not individual transactions.

If you wish to see the individual transactions of which the totals are comprised, you can run the Payment Summary report and Invoice Report to do so.

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