Why need to import File Transactions/Lists to QuickBooks DesktopThere can be multiple reasons when users need to import transactions and lists such as data migration, data conversion, creating a backup, to move data from one system to another. In such scenarios, users need to import transactions into QuickBooks Desktop.
Why Dancing Numbers software used for import File Transactions/ListsDancing Numbers offers you various benefits and features that make your life much easier and help you for easy import automatically. With this software, you can import a bulk or single amount of data file to QuickBooks Desktop. Dancing Numbers also offers you a Free Trial so it is a good idea to do a test run first with no more than two or three transactions. Moreover, Dancing Numbers offers a set of tools to make your data file more customizable. In simple words, you can say it is a complete smart solution to import File Transactions/Lists from Excel to QuickBooks Desktop.
Transactions and Lists supported by Dancing Numbers
Check out the list and transactions listed below which are supported by Dancing Numbers:
Charts of Accounts: Employee, Sales Tax Group, Class, Service Item, Inventory Item, Other Charge, Customer & Vendor Profile lists are created automatically while importing the Transactions
Customer: Employee Payroll, Non Inventory Item, Discount Item, Group Item, Price Level, Subtotal, Location and Multi-Currency will be added soon in the next release
Vendor: Payroll Wage Item, Inventory Assembly, Payment Item, Fixed Asset, Other Name, Sales Tax Code/Item
Customer Transactions (Sales)
Invoice, Receive Payment, Estimate, Statement Charge, Sales Receipt, Sales Order, Credit Memo/Return Receipt
Vendor Transactions (Purchase/Expenses)
Bill, Bill Payment, Purchase Order, Item Receipt, Vendor Credit
Time Tracking, Employee Payroll will be added soon
Check, Journal Entry, Deposit, Transfer Funds, Bank Statement, Credit Card Statement, Credit Card Charge, Credit Card Credit
Inventory Adjustment, Inventory Transfer, Vehicle Mileage
Basic Import Steps
Now, it’s easier to import with Dancing Numbers with the powerful and simplified wizard. To start the bulk import of your files data to QuickBooks follows the mentioned steps.
First of all click Import (Start) button available on the home screen.
● Step 1: File Selection – For the selection of a file click “Select your file”, you can also click “Browse File” to browse and choose the desired file from the local computer, alternatively you can click the “View Sample file” to go to the Dancing Numbers sample file.
● Step 2: Mapping – Now in the second step set up the mapping of the file column related to QuickBooks fields. Dancing Numbers template file do this step automatically, to use it download the Dancing Numbers template file.
● Step 3: Review and Import – To review your file data on the preview screen, just click on “next” which shows your file data before Importing to QuickBooks.
The above-provided information helps you in how to use Dancing Numbers Software to Import File Transactions/Lists. Moreover, if you have any queries or issues, you can dial the Dancing Numbers Email at email@example.com. The team is available all round the clock to assist you and provide you with quality service in a minimum frame of time. You can also do 24*7 Live Chat with professionals.Source: https://dancing-numbers.medium.com/how-to-use-dancing-numbers-software-to-import-file-transactions-lists-269fa493ec87