How to Export CSV File to QuickBooks?

by James Antonio

QuickBooks is one of the best accounting software for small and medium-sized business owners. QuickBooks also provides you unlimited numbers of tools with data security and the latest updates. However, some of the functions need to be known by every user. Today below information helps you to know “How to export CSV file to QuickBooks“.

What are CSV files?

CSV files are simply a text file that contains the data in table form, in which every field is separated by the comma from the next field. Generally, all of the spreadsheets support this format, however, you can also create a CSV file and edit the same too with any text editor like Notepad.

How to Export CSV File to QuickBooks

Steps Export CSV File to QuickBooks?

If you don’t have Microsoft Excel installed on your computer or if you want to view or edit the data in a different format then you can export the list of CSV files to the QuickBooks by reading below article How to export CSV file to QuickBooks.

Reports

  • Open your QuickBooks Desktop application
  • Open the report in the QuickBooks
  • Now select the Excel drop-down available at top of the report
  • To create a new excel worksheet select the option Create New Worksheet
  • Now select the option Create a comma-separated values (.csv) file on sending a report to excel window
  • To export the report, choose the Export option
  • Give a file name to the report >>> select the location where you would like to save the file
  • Now locate the file and after that open the CSV file and edit as per your requirements

Items

  • Open the QuickBooks Desktop
  • Go to the list menu >>> and select item list
  • Select the option Export all items after selecting the Excel dropdown
  • Choose an option Create a comma-separated values (.csv) file in the export window
  • Now select the Export option
  • After selecting the Export option, now assign a name to the file and select the place where you want to save the file
  • Now locate the file >>>open the file >>> and edit the file as per the requirements

Customers and Suppliers

  • Open the QuickBooks Desktop
  • Open the option Customer/Supplier Centre
  • Now select the Excel drop-down and then select
    • Export Customer/Supplier if you want to export the data like balance, name and contact information
    • Export Transactions if you export the transactions
  • Now select the option Create a comma-separated values (.csv) file
  • To export select Export option
  • Now give a name to the file and then choose the place to save the file
  • Once it is saved, locate the file >>> open it and edit it as per the requirements

Export CSV file to QuickBooks function is a common thing, even it is a need of today’s time. If you are having a large amount of data then you should export the CSV file instead of starting from the beginning.

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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