CentralReach does not offer a standard integration with QuickBooks. However, we can support with the building of an .iif (Intuit Interchange Format) file, which will be useful if the version you have allows uploads. Importing and exporting .iif files created by QuickBooks is rather simple, because QuickBooks formats the file for you. It may be easier to manually enter the data directly into QuickBooks, unless you have large amounts of data to input.
- Please note, that .iif files are irreversible, and it is recommended to back up your company files before trying to import any .iif files into QuickBooks. This way, if any errors should occur while importing the file you can restore a backup of your company files
Creating a .IIF file:
To start off, determine what information you want to pull from CentralReach and have appear in your .iif file. CentralReach allows you to download various information, which you can export to a .CSV (Excel) file, that you can then convert to an .iif file. The initial steps you take to download the information from our system will depend on what data you are trying to collect and import into QuickBooks.
To download billing information from our billing screen and convert that data into an .iif file:
- Navigate to the Billing module and select Billing
- Select the date range you want to download and pull from our system, then download the billing screen
- After following those instructions, you should have an open Excel file populated with information from your billing screen
- Once you have this document created, you can modify it
- You can delete any columns/fields within the document that you do not want or need
- After you have edited the document and removed all unwanted information, you will need to modify the column names. QuickBooks column names are very specific. In order for your file to properly import into QuickBooks, you will need to use the appropriate column names
- For Example, If you look at the image above, the date column is labeled “DateOfService.” That would need to be changed to read “DATE” because that is the column name that QuickBooks will recognize as a date field. If it were to be left as “DateOfService,” when you went to import your file into QuickBooks, it would not read/upload the file properly
- The column names you will need to use will be specific to what area of QuickBooks you are trying to upload your .iif file to and what information is contained within that file.
6. Once you have your document fully edited and ready to be uploaded into Quickbooks, you will need to save it as an .iif file. To do this within Excel you will need to click File, and then Save As
7. A new window will pop-up. In the Save as type drop-down menu, select the option that allows you to save your document with an .iif file extension. Some older versions of Excel may not give you the option to save the document as an .iif file. In this situation, you will need to save it as a Text(Tab delimited).TXT file
8. If you are able to save the file as an .iif file, it is ready to be imported into QuickBooks. If you have to save it as a .txt file you will then need to:
- Close your file
- Open windows explorer and locate your file
- Left click on the file and select rename
9. All you will need to change in the name is the file extension. So simply change .txt to .iif
10. Once you have completed this step, your file will be ready to be imported into QuickBooks
We understand that this process is a bit lengthy and slightly confusing if you are not familiar with formatting delimited text files. If you have any questions or need assistance in creating a specific template do not hesitate to open a support ticket.