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A Comprehensive Guide to Working with QuickBooks

Are you also the one who is looking out to join a business? But tense related to the issues of […]

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Are you also the one who is looking out to join a business? But tense related to the issues of accounting. After joining the business, you should have all the records related to our business. For this, you will need software that can look into this.

As you all know that QuickBooks is one of the well-known and influential software in the market. If you will look into the market you will see that everyone is dependent on QuickBooks as it makes your work easier. QuickBooks is also used by Certified Public Accountants for their accounting purpose.

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.

Now after reading all these, you must be thinking that what actually QuickBooks is and why so many businesses use this. Simply, QuickBooks is accounting automation software. There are various wow reasons which can blow your mind and can make your work easy if you are new to the accounting world. This article provides you with a comprehensive guide to working with QuickBooks.

What Intuit QuickBooks Actually is?

QuickBooks software is accounting software and it is created to offer solutions for personal, tax management, and business-related needs. This tool is designed in such a way to manage your needs related to accounting and finance. Other than this QuickBooks can also be used for generating reports, invoicing customers, providing online payment options, and auditing taxes.

A user can choose any of the versions according to their needs. There are a few versions of QuickBooks that are QuickBooks Online, QuickBooks for Self-Employed, QuickBooks for Mac, and QuickBooks Desktop.

Many QuickBooks versions that are available today in the market are QuickBooks Desktop is the oldest one. With the changes in new technology availability of the customer also changes. But now the version that is popular is QuickBooks Online. The demand for the QuickBooks is high because it is cloud-based technology.

For small business owners QuickBooks Desktop, QuickBooks Online, and QuickBooks for Mac are designed. Selecting these versions will help you in managing accounting, payroll, salary, and expenses. If any one of you wants an all-in-one accounting solution then get QuickBooks.

If you are also one who is new to this field (accounting) and looking for a solution related to the issues such as capturing sales receipts, transactions, tracking expenses, or interacting with the customers.

Why QuickBooks is well-known?

If you are a small business owner or related to the accountant field then you must better understand why QuickBooks is necessary. With the help of this software, you can easily connect too many clients in the market.

Hardly there is any software that can give you better results than this as the work performance of QuickBooks is praiseworthy.

Why using QuickBooks is Better?

  • The best thing about this software is that small business owners can also easily operate this software.
  • It helps in growing your accounting firm
  • QuickBooks is packed up with many features that are related to
    • Accounting
    • Finance management
    • Bookkeeping

Who can Use QuickBooks?

QuickBooks is a bookkeeping arrangement that bookkeepers, entrepreneurs, CPAs, and free assessment experts everybody utilizations to manage finance. Any individual who is related to bookkeeping should attempt this application somewhere around once by them. The individuals who can profit from QuickBooks include:

  • People who run private companies believe that should do their bookkeeping without help from anyone else. For reasons unknown, in the event that they need any assistance, they can undoubtedly counsel a QuickBooks ProAdvisor to take help from them.
  • Somebody who is dealing with a miniature business needs this QuickBooks programming. They are the main individuals who need to maintain the business all alone.
  • It can also be great for those who have a great solution for retail business persons.
  • The user frequently runs over individuals who keep a side business. QuickBooks saves their opportunity with regard to bookkeeping and accounting.
  • CPAs and accountants need QuickBooks for business handles accounting responsibilities.

How to Manage Finance with QuickBooks?

QuickBooks is very worthwhile when it comes to managing finance with QuickBooks. Below are the few tasks then can help you out for doing with QuickBooks.

1. Keeping an Eye on Payments and Spending

With the help of QuickBooks, business owners can easily keep an eye on their payments and spending. This is one of the thrilling features and clearly features for business owners.

2. No Limit to Sharing Invoices

Those who are using QuickBooks can share a number of invoices as there is no limit.

3. Managing Your Listing

Dealing with your stock necessities significantly additional time. It appears to be challenging for entrepreneurs as the need might arise to deal with their business independently. Sync with the deals instruments you are utilizing with this QuickBooks.

4. Shielding Your Company Data

All your private information will get upheld naturally. You can undoubtedly safeguard your client data with similar security and encryptions very much like any bank.

What are the well-known Features of QuickBooks?

There are various elements that continue to get on and are added regularly. A large portion of the QuickBooks clients is utilizing the web-based rendition of the QuickBooks.

1. Plan and Pay Bills Faster

Here you can add your credit card and debit card so that you can pay your bills faster and easier. Transferring payments to the bank is also permitted.

2. Latest Processing Power

QuickBooks is integrated with the most current 64-bit progressed handling power. This most recent variant of the handling power is perfect for appropriately dealing with all information and result-related information.

3. Choosing Multiple Customer Contacts

QuickBooks elements permit you to save all contacts carefully as opposed to returning and forward manual endeavors. A client can check the mechanized client contacts and select the specific contact according to their decision.

4. Documents Upload

Easy to attach the documents that are necessary such as details of the transaction.

5. Tracking the Mileage Automatically

This programmed mileage following a specific exchange can be demonstrated as extremely supportive for you. This mainly helps if you are related to any kind of business and traveling is taking more time than the actual time.

Advantages of using QuickBooks

  • One of the essential advantages of QuickBooks is that you can run the finance administration simultaneously. This product will naturally ascertain, record, and pay charges for the sake of your business.
  • QuickBooks offers plenty of reports including a record book for the board to oversee monetary records. With the assistance of QuickBooks installment deal with the invoicing, you might set repeating receipt sending frameworks.
  • A client can add applications according to the particular area of decision. Right from coordinating online business applications to adding applications connected with stock administration, you can add a considerable rundown of applications.
  • One of the best advantages of QuickBooks is that QuickBooks can be gotten to or utilized from your cell phone. You can match up information across all gadgets and take a reinforcement of each of your information in the cloud.
  • QuickBooks is a reasonable bookkeeping program. There are a lot of plans accessible beginnings from 25$. The quantity of clients is something you want to actually look at in the plans. Yet, all plans are similarly perfect and reasonable for entrepreneurs and bookkeepers.

QuickBooks is easy to comprehend and utilize yet getting a piece of intensive information on the equivalent can be a piece inconvenient at first. Execution and functionality wise by a long shot this QuickBooks is the most ideal choice.

With the help of the above article go to investigate all through each QuickBooks highlight. This far-reaching guide on QuickBooks ought to be enough for you to get everything rolling with QuickBooks. The essential thing like tidying up the QuickBooks application, which u can oversee all alone.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

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
+1-347-428-6831 or chat with experts.


What is the Difference Between QuickBooks Online and QuickBooks Desktop?

1. QuickBooks Desktop is reasonable for entrepreneurs and QuickBooks Online accompanies an amazing detailing capacity.
2. In QuickBooks Desktop bills can be easily payable and in QuickBooks Online client you can deal with the bookkeeping.

How to Fix QuickBooks Error Code?

1. Close your QuickBooks.
2. Download QuickBooks Tool Hub.
3. Open the record you downloaded (QuickBooksToolHub.exe).
4. Follow the on-screen moves toward the introduction.
5. When the introduction gets done, open the device center point on your Windows work area.
6. Select Program Problems.
7. Click Quick Fix my Program.
8. After that, it scans the problem and fixes them.
9. It takes time according to the size of your data.
10. Then it shows you that the problem is fixed successfully and you are ready to continue with your work.

How do I fix Error 15215 in QuickBooks?

1. Close QuickBooks Desktop.
2. On your PC, you can type the Windows+R key and the run field will appear.
3. In the Run field, enter MSConfiguration
4. Then hit on the Browse button
5. The System Configuration Utility opens.
6. Select Selective Startup and clear the Load Startup Items checkbox.
7. Click OK to save your changes.
8. Restart your PC as provoked.

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

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

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

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

Dancing Numbers: Case Study

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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