CSV to IIF workflow

Convert a CSV transaction file into an IIF export

LedgerConverzn is a private, browser-based CSV to IIF converter for people who need to turn a transaction spreadsheet into a reviewable accounting import file.

Local processing: your CSV is read in this browser. No upload-based conversion service receives the file.

What this CSV to IIF converter does

IIF is a tab-delimited interchange format that represents accounting transactions. LedgerConverzn reads a supported CSV header row, maps the transaction fields you choose, and creates basic balanced IIF entries for review. It is meant for a careful handoff: inspect the preview and downloaded file before importing it into another application.

How to convert CSV to IIF

  1. Prepare the CSV. Keep a header row and transaction rows in comma-separated format.
  2. Open LedgerConverzn. Use the working converter and choose the file locally.
  3. Map fields. Select date, description, and signed amount columns.
  4. Review rows. Analyze the preview and correct rows marked for review.
  5. Export. Download the generated IIF and verify account names before import.

Example input

A simple file might have Date,Description,Amount as its header, followed by 07/01/2026,Coffee Shop,-6.45 and 07/02/2026,Client Payment,725.00. Negative signed values are treated as outflows and positive values as inflows in the basic workflow.

What LedgerConverzn checks

The preview helps identify dates that cannot be normalized, amounts that are blank or non-numeric, zero-value rows, and transaction rows that need attention. It does not prove that an external accounting application will accept every account or transaction type, so keep your original CSV and review the IIF.

Related LedgerConverzn workflows

Important limitation and compatibility note

The current implementation focuses on comma-separated rows and basic deposit or check-style entries. It does not expand transfers, build split transactions, or preserve every source-system field. LedgerConverzn is independent and is not affiliated with, sponsored by, or endorsed by Intuit Inc.; Intuit and QuickBooks are registered trademarks of Intuit Inc.

CSV to IIF FAQ

Can I use a spreadsheet saved as CSV?

Yes. Save the sheet as a comma-separated CSV with a header row, then map its date, description, and signed amount columns.

Can the standard workflow use debit and credit columns?

The standard flow uses one signed amount column. LedgerConverzn Plus adds separate debit and credit column mapping for exports that store withdrawals and deposits separately.

Where can I learn about privacy and account access?

Read the LedgerConverzn privacy page, security page, account access, or pricing before using the converter.