How To Export Transactions to Quickbooks
Step 1: Backup Company files before importing - see article below.
Step 2: In Deductr, go to the Transactions screen.
Step 3: Select the date range for the specific time period of transactions that you wish to import.
- We recommend NOT exporting until all changes for this time period are final.
- If you have previously exported data for a specific period of time, keep in mind that QuickBooks does not recognize duplicate transactions. You may want to delete previously imported information from your QuickBooks for those dates before re-importing.
To change the date range, simply slide the blue bar to select specific dates.
Step 4: From the menu to the left, select "Export (QuickBooks)"
Step 5: Save the I.IIF (Intuit Interchange Format) file to your computer.
Step 6: Open the file and begin formatting following QuickBooks instructions.
Click the following link to be taken to QuickBooks Support for Additional Instructions regarding QuickBooks formatting and .iif files: