How to Download Transactions to QuickBooks: Complete Guidelines

by James Antonio

These days life has become more accessible and easier with great features of accounting software. QuickBooks allows users to easily access all their bank transactions and store them for at least 90 days. By making use of great features, users can download transactions to QuickBooks via WebConnect or DirectConnect. You can also download using CSV import functionality. In this post, we will discuss all the methods one by one so read this post until the end.

Why do you Require to Download Transactions to QuickBooks

The banking feature lets users connect their bank accounts to QB so that they can keep track of business income and expenses with much ease. Once the transactions are available in QB then you need to accept them in your books or balance them with the ones you’ve made.

Afterward, you must check the balances in your bank account against the balances. It is also suggested that you do this at least once a month in order to prevent long periods of reconciliation at the end of the month.

Download Transactions to QuickBooks

Important pointers take into consideration before downloading the transactions

There are certain things; you need to take care before moving to the downloading procedure. Few important things are mentioned below. Just have a look:

  • The very first, you have to take a backup of the company file record before download or import. It can help you later in case you want to use it again if required.
  • Importing transactions more than once into the corresponding QB Online organization’s folder is difficult. Make sure the budget organization will have the option to “discharge” the exchanges on their side so that QuickBooks can easily import them one again.
  • If it is possible, you can contact your FI or bank to verify they are capable of doing so.
  • Only WebConnect records (.QBO) can be put in QB Desktop at this time. QFX and QIF reports are documents that can’t be put in QuickBooks Desktop from Quickens budget information.

Methods to download transactions to QuickBooks

You can download transactions to QuickBooks using two different methods and that includes WebConnect, DirectConnect, and using CSV import. Both WebConnect and DirectConnect let the transaction flow into QB but if you want to import your transaction then manually you can do it. Let’s see one by one method:

Method 1: Using WebConnect

To connect with a bank or financial institution using WebConnect, it is required to have a proper web browser such as Internet Explorer or Google Chrome. Two techniques involved in this method:-

Inside QuickBooks

  • Initially, open your bank site inside QB
  • Next, from the Bank Feeds Center section, choose the appropriate bank
  • After that, hit the Download Transactions button
  • At last, the QB Program window starts and springs up on your bank ‘s screen. Use your ID and password, or secret word.

Outside QuickBooks

  • Firstly, access to your site of the bank outside of QB using a Google Chrome or Internet Explorer
  • Next, sign in to ledger by using the ID and password or code word
  • Now, download the online transaction activity via .QBO (QB Web Connect) file
  • At last, import .qbo (WebConnect) file.

Method 2: Using DirectConnect

There are few things that need to consider before using DirectConnect:

  1. The transactions that you access first include the maximum number of transactions. Therefore, it is required to suit the most recent transactions and delete the remaining transactions by removing the statement.
  2. Make a note that downloading previous bank transactions is not a function of DirectConnect.
  3. Unless you wish to avoid duplicating entries, you cannot download it again once you have deleted a downloaded statement.

Follow the given steps to download the transactions:

  • The very first, go to the Banking Menu >> Bank >> Feeds >> Banking Center
  • Select the record from the Bank Accounts’ list that you wish to modify
  • Next, erase and alter things with the help of the drop-down menu
  • Now, hit the Download transactions when you are ready to submit
  • After that hit the “Sync this record” in order to synchronize
  • Or just click on sync to check all approaching and current transactions only for this bank.

Method 3: Using CSV import

If you’ve signed in to access bank transactions in QuickBooks Desktop through DirectConnect or WebConnect that may go back longer than what your bank provides. Use CSV import features, you can import them with ease.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

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

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

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.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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