How to Use Accounting Tools in QuickBooks Desktop Enterprise?

by James Antonio

When it comes to managing accounts like a pro for any type of business, QuickBooks has become a name that is recognized for being an industry leader. The intuitive format of the software makes it easy for adaptation for various kinds of business and once being set up, the limited maintenance requirements are what makes it even more optimal for usage.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

Vertically compliant with many other forms of applications, QuickBooks can be well-integrated with other industry-specific software applications.

Speaking of which, QuickBooks helps in enabling the usage of accounting tools for different types of Enterprise clients. It simplifies critical accounting tasks and gets the job done more smoothly.

Steps to Access the Accounting tools in QuickBooks Enterprise

This article will take you through an informative journey to elaborate on how to use accounting tools in QuickBooks Desktop Enterprise.

Access Accounting tools in QuickBooks Desktop Enterprise:

Step 1: Visit QuickBooks Desktop Enterprise

Step 2: Tap on Company Name

Step 3: Select Accounting Tools

Step 4: Choose the preferred accounting tool suiting your requirement.

Here are the Uses of different Accounting tools

Below are a few of the accounting tools, which you would be needing for your requirement:

Reclassify Transactions in Batch

Reclassify Transactions in Batch accounting tool helps in reclassifying multiple transactions into a singular account all at the same time.

Review List Changes

Review list changes accounting tool shows you the insightful data relating to the chart of accounts, payroll lists, fixed asset lists for review, and item lists.

Fix Unapplied Vendor Payments and Credits

Fix Unapplied Vendor Payments and Credits accounting tool permits for the identification and application of payments that help to open invoices.

Troubleshoot Prior Account Balance

Troubleshoot Prior Account Balance accounting tool deals with the reconciliation of any discrepancies showing between the opening balance and your records along with those associated with your respective accountant.

Working Trial Balance

Working Trial Balance accounting tools ensures that a trial balance that includes starting and ending balances along with the transactions and adjustment tools is created. It also consists of a space that offers you to write notes/comments as a part of your review.

Fix Incorrectly Recorded Sales Tax

Fix Incorrectly Recorded Sales Tax accounting tool locates the unrecorded yet probable sales tax payments and lets you record with accurately.

Troubleshoot Inventory

Troubleshoot Inventory accounting tool exhibits the multiple views of potential inventory which helps in quicker identification and resolution of any problems arising.

Fix Unapplied Customer Payments and Credits

Fix Unapplied Customer Payments and Credits accounting tool permits for the identification and application of payments that help to open invoices.

Compare Balance sheet and inventory valuation

Compare Balance sheet and inventory valuation accounting tool help in constructing reconciliation of the inventory account’s balance which is present on the balance sheet in respect to the inventory valuation summation.

Clean up the Undeposited fund’s account

Clean up the Undeposited fund’s account accounting tool allows you for viewing manual deposits which can be assigned to its respective accounts thereby clearing the Undeposited fund account.

Find Incorrectly Paid Payroll Liabilities

Find Incorrectly Paid Payroll Liabilities accounting tool helps to Identify payroll tax liabilities whose payment might have been via a regular check.

Write off Invoices

Write off invoices accounting tool helps in writing one or more than one invoices and also lets you perform addition of notes to the original bill and the credit memo.

Thus, now you feel like you can take way more advantage of QuickBooks Desktop Enterprise with knowing how to use accounting tools in QuickBooks Desktop Enterprise? We hope you certainly can!

When it comes to learning about how to use accounting tools in QuickBooks Desktop Enterprise, the steps involved are very simple and easy to comprehend.

With you knowing how to use accounting tools in QuickBooks Desktop Enterprise, there is plenty of possibilities in which you can make optimum utilization of the software.

However, if you are stuck in understanding how to use accounting tools in QuickBooks Desktop Enterprise or stuck midway, no worries!

Dedicated QuickBooks Experts are here to help you with getting your answers for how to use accounting tools in QuickBooks Desktop Enterprise. Reach out to expert QuickBooks Assistants for knowing more about using accounting tools in QuickBooks Desktop Enterprise.

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number 1800-689-5491 or chat with experts.


What is QuickBooks Desktop Enterprise?

QuickBooks Desktop Enterprise is a special Account Edition that is known to be more immersive and loaded with features that helps in streamlining tasks with your clients in a more effective manner.

Be it your client’s files or data, the seamless flow of work will keep you get going and are recommended by global organizations.

Are there any New Benefits Added for QuickBooks Desktop Enterprise?

Yes. QuickBooks Desktop Enterprise now comes with an array of more advanced benefits like:

QuickBooks Desktop Enterprise would now be accepting credit card payments which you can access directly from the software with preferred rates.
QuickBooks Desktop Enterprise offers unlimited tech support and helps in getting you immediate assistance of any sort related to the software.
QuickBooks Desktop Enterprise has become advanced with its data security feature that secures the data via online backup.
QuickBooks Desktop Enterprise comes with remote access which lets you take the leverage of using the software from any device at any given point of time from any locating with your respective hosting subscription.

What is the Maximum Data Volume I can store on my QuickBooks Desktop Enterprise Account?

On QuickBooks Desktop Enterprise, the maximum data volume that you can store is up to 1 million which is inclusive of your customers, employees, and vendors combined.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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