Reduce manual process and switch to Automation

Arizona based Volunteer Nonprofit Entity

The Challenge

As an all-volunteer nonprofit entity, we had a lot of administrative work. It was tedious to enter donations manually into QuickBooks each month. We needed a way to take the information captured in our online database and transfer it with complete data integrity into QuickBooks.

The Solution

We used an automated tool called Dancing Numbers Importer to import donation information from our online CRM into QuickBooks. And that worked really for me.

Company Impact

Dancing Number Importer helped us to save time; The TAT was reduced from 3-5 hours to 12 minutes. The saved hours gave us more time to plan for our hikes and walks and to focus on alleviating the suffering associated with mental illness while conserving wilderness trails.

New York-based Video Production & Editing

The Challenge

Invoices are important for QuickBooks Online. To track hours and make them more complete was a great challenge for us. With clients, providing value to them was a primary goal. As our business grew, it became an even greater challenge. How are we tracking all this work to bill the client and get paid for it? We wanted to track it so that they could see exactly how their money was being spent, so we decided to break it down into sub-projects.

We had to manually enter our time tracking data into new invoices which was taking a long time. QuickBooks Online made it fast and easy to automate this process. After trying out a number of competitor products, I finally found Dancing Numbers. The importer was so straightforward and easy to use that it saved me hours of back-and-forth work.

The Solution

Dancing Numbers automatically imports transactions created in QuickBooks Online into invoices. With just a few clicks, I can verify and send the invoice to the customer to receive payment quickly. Importing data into QuickBooks quickly is simple with Dancing Numbers. With this application, we were able to import data quickly and efficiently.

Company Impact

As we mentioned, before getting Dancing Numbers, everything had to be entered into QuickBooks manually. It was the last piece of the automation puzzle for us to solve. We had a great time tracking tools like Toggle, and we put together custom excel macros to parse time-tracking data and got the billing for my staff and together into a nice spreadsheet; but then it took over an hour to get all of the data automatically processed using Dancing Numbers.

Plano based Computer/IT Training Company

The Challenge

We are Plano-based IT Company and have more than 650 different classes that we deliver in-person or online to corporations, government agencies, and universities. We track all these classes and provide separate corporate and government pricing. Our controller doesn't have to manually enter each class into the system.

The Solution

We wrote some custom code for our in-house engagement management system. After configuring the Dancing Numbers Importer tool, we properly imported this data into QuickBooks. We were able to update classes with new pricing and edit old classes.

Company Impact

Our controller no longer spends 5 hours adding 45 new classes to QuickBooks. Now, she can download a CSV from our internal system and import it into QuickBooks using Dancing Numbers Importer in less than 9 minutes. Syncing price changes between the internal system and QuickBooks is especially fantastic. Previously, we would always miss a few entries and spend lots of extra time fixing the mistakes later on when syncing happened.

San Ramon based Accounting & Controllership Company

The Challenge

A San Ramon-based accounting & Controllership Company’s challenge was to pull out data generated outside of QuickBooks and convert that data into another specific file format.

Problem Solved

Dancing Numbers believe in helping businesses succeed and making sure their employees are generating value out of it. Our tools have helped data migration to take place smoothly and with success, whether it is from one desktop file to another or after a desktop file grew too large and slow.

Company Impact

Our data analysis was a lot easier when we use the tools from Dancing Numbers. Using them has a saved our business time and time again when we've had to get creative to figure out how to get the data we need into or out of QB.

Midvale based Online Furniture Store

The Challenge

Xcalibrate is an online furniture store that sells both pre-built and custom built furniture. We have tried many accounting solutions and POS solutions over the years, so whenever we imported transactions into QB, we ended up with many duplicates - once with more than 10,000 duplicate transactions. This became a real problem, and even our accountant didn’t want to get into our files.

The Solution

Another accountant we went to recommended that we use a third party app to batch import or delete data when working with QuickBooks desktop. And this app did what we wanted. We were able to quickly import data, organize it, and add custom classes. And removing duplicates became real easy.

The Impact

Let’s just say that the task of getting all the data seemed like it'd take a few hours, until our previous accountant informed us of the mess that we’d made. He said that it may take more than a few days of manual work just to remove the duplicates.

But with this app, we’ve been able to complete that task within half an hour. And we’ve also brought in the rest of our old accounting data and transaction data into QuickBooks.

And Dancing Numbers also enables us to seamlessly work with payroll and POS solutions not provided by Intuit. That’s the biggest benefit we get out of it.