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How Do I Open an IIF File in Excel?

Objective:

  • Export IIF file from Clio for Quickbooks Desktop, then read in a spreadsheet program

Environment:

  • Clio Web App
  • Excel
  • View contents of a Quickbooks Desktop import file

Additional Information:

n/a

Procedure:

  1. Download the IIF File from Clio
  2. In Excel, under File select Open
  3. Under File Name ensure All Files is selected
  4. Select the IIF File
  5. Click Open
  6. Click the My data has headers checkbox
  7. Click Next
  8. Under Delimiters select Tab 
  9. Click Finish

 

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