Import from QuickBooks Desktop IIF

Import Wizard showing accepted IIF and spreadsheet file formats

Create or import a company in SPRK from a QuickBooks Desktop IIF export using the Companies page.

When To Use This

Use this workflow when your source data comes from QuickBooks Desktop and you exported it as an .iif file.

Before You Start

  • You can open Settings → Companies.
  • You exported the source data from QuickBooks Desktop as an .iif file.
  • You have room to create another company in your workspace.

Steps

  1. In QuickBooks Desktop, export the data you want to migrate as an IIF file.
  2. In SPRK, open Settings → Companies.
  3. Open the menu attached to New Company.
  4. Select Import from QBD (IIF).
  5. In the file picker, choose the .iif export.
  6. Wait for SPRK to complete the import and refresh the list.
  7. Confirm that the imported company appears in the Companies table.
  8. Review the imported company before daily use, with extra attention to chart of accounts, customers, and vendors.
  9. Review customer billing addresses after import when the source file includes QuickBooks BADDR1 through BADDR5 fields:
  • SPRK can preserve the first billing line as address line 1.
  • Remaining non-city billing lines can be kept in address line 2.
  • A final City, ST ZIP line can populate city, state, and postal code when it is parseable.
  • Clean up any customer whose address did not follow that pattern before sending customer-facing invoices.

What Happens Next

SPRK imports the QuickBooks Desktop IIF file and adds the resulting company to the companies list.

If Something Looks Wrong

What You See What To Check What To Do Next
You are about to take an action that may affect the result Exporting the wrong file type from QuickBooks Desktop and trying to use it with the IIF import path Confirm the visible company, page, and workflow state before continuing
The current page does not fit the task Using the QBD import option with a ZIP file instead of an IIF file Return to the workflow this page supports
The result looks ready, but a key check is unresolved Assuming the import replaces the currently selected company The imported company is added to the list and may still need to be selected
A needed review step is missing Skipping validation of the imported setup data after the import finishes Go back to that check before continuing
The result looks ready, but a key check is unresolved Assuming every multi-line customer billing address parses perfectly Review address fields before relying on printed invoices