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QuickBooks Desktop export

Use the QuickBooks report to create an IIF general-journal export from Curling IO accounting transactions.

Prepare the export​

Configure and verify Settings > Accounting Codes first. The account codes in Curling IO must match accounts in the QuickBooks company file that will receive the import.

Go to Reports > Accounting > QuickBooks and set From and To.

QuickBooks report previewing balanced general-journal groups before download.

The page previews the first five journal entry groups. Each group begins with a TRNS row, includes its balancing SPL rows, and ends with ENDTRNS. The preview is a sample; the download includes every matching group.

Download and test the IIF file​

Select Download to save accounting-quickbooks.iif.

Before importing into your live company file:

  1. Back up the QuickBooks company file.
  2. Import into a test or backup copy first.
  3. Confirm the accounts, dates, signs, journal grouping, and totals.
  4. Resolve missing or incorrect account codes in Curling IO before creating a replacement export.

Downloading does not mark transactions as exported. Record the dates you used so you do not import the same journal entries twice.