QuickBooks

Importing into QuickBooks

Three ways your converted data gets into QuickBooks — and which one to use.

KitchenAPI to QuickBooks: your first conversion

1:30 · Getting Started, QuickBooks

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QuickBooks Online: direct API push (recommended)

There's no import step at all. Connect QuickBooks once in Settings — you sign in with your Intuit account, no passwords are stored — and every conversion posts the estimate or invoice straight into your books.

Sales tax is calculated by your QuickBooks using your own tax settings, exactly as if you'd typed the lines by hand. Customers are matched by name or created automatically, and duplicate protection checks the document number before every post. The run's report links to the created document.

QuickBooks Desktop: IIF import

  1. 1Run your conversion.
  2. 2Download the IIF file.
  3. 3In QuickBooks Desktop, go to File → Utilities → Import → IIF Files.
  4. 4Select the file and confirm.
  5. 5Done — the estimate or invoice appears with every line item.

KitchenAPI applies QuickBooks Desktop's strict field-length limits at conversion time — names, memos, and document numbers are cleanly truncated where needed — so your IIF imports without errors on the first try. New customers and items in the file are created automatically during import.

Note: Back up your company file before your first-ever IIF import (File → Back Up Company) — standard practice for any new import source.

What about CSV?

QuickBooks Online's built-in CSV invoice import doesn't support sales tax (imports fail when tax is enabled) and can't import estimates at all — so for QuickBooks Online, use the direct API push. The CSV output exists for dealers using third-party import tools like SaasAnt or Transaction Pro, or for sending data to non-QuickBooks systems.

Still stuck? Email support@kitchenapi.com — during trials and onboarding we typically respond within one business day.