How to Connect Dancing Numbers With QuickBooks Desktop?

After installing Dancing Numbers, you need to connect and authorize the application to enable communication with QuickBooks Desktop. This connection is essential to leverage Dancing Numbers’ powerful features, including Import, Export, and Delete functionalities.

Follow these comprehensive steps to establish a successful connection between Dancing Numbers and QuickBooks Desktop.

Prerequisites

Before proceeding with the connection process, ensure the following:

• QuickBooks Desktop is installed and up-to-date on your system.
• You have administrator privileges in QuickBooks (required for initial setup).
• Dancing Numbers is properly installed on your computer.

Step 1: Prepare QuickBooks Desktop

1. Launch QuickBooks Desktop and wait for it to initialize completely.
2. Close any other windows or company files within QuickBooks Desktop.
3. Remember that Dancing Numbers can only work with one QuickBooks company file at a time.
4. If you have multiple company files open, close them before proceeding.

Note: While administrator privileges are required for the initial connection and authorization, you can run Dancing Numbers without admin rights for subsequent uses.

Step 2: Open Dancing Numbers and Initialize Connection

1. Locate and click the “Dancing Numbers (Desktop)” icon on your computer to launch the application.
2. On the Dancing Numbers home screen, select one of the available options: IMPORT, EXPORT, or DELETE, depending on your requirements.
3. Clicking any of these options will open a new QuickBooks window.
4. In this new window, you’ll see two authorization options:
   • “Yes, Whenever this Company File is Open”
   • “Yes, Always Allow Access even if QuickBooks is not Running”
5. Select the option that best suits your needs. The first option is more secure but requires QuickBooks to be open, while the second option allows for greater convenience.

Step 3: Grant Access to Sensitive Data (Optional)

If you plan to import credit card information into QuickBooks using Dancing Numbers, you need to grant additional permissions:

1. Look for the option that says “Allow this application to access personal data such as Social Security Numbers and customer credit card information.“
2. Check this box to enable Dancing Numbers to handle sensitive financial data.

Important: Only select this option if you intend to work with credit card information. Otherwise, it’s best to leave it unchecked for security reasons.

Step 4: Complete the Authorization Process

1. After selecting your preferred authorization options, click the “Continue” button.
2. A confirmation window will appear. Review the settings and click “Done” to finalize the connection.

Additional Considerations

• Repeat this connection process for each QuickBooks company file you want to use with Dancing Numbers.
• Ensure you’re using the latest version of both QuickBooks Desktop and Dancing Numbers for optimal compatibility and performance.
• If you encounter any issues during the connection process, try restarting both QuickBooks and Dancing Numbers before attempting again.

Troubleshooting Tips

If you experience difficulties connecting Dancing Numbers with QuickBooks Desktop, try the following:

1. Verify that your QuickBooks Desktop version is compatible with Dancing Numbers.
2. Ensure you’re logged into QuickBooks as an administrator.
3. Temporarily disable any antivirus or firewall software that might be blocking the connection.
4. Check for any pending Windows updates that could affect application compatibility.

Maintaining Your Connection

To ensure a smooth experience with Dancing Numbers and QuickBooks Desktop:

• Regularly update both applications to their latest versions.
• Periodically review and renew your authorization settings, especially after major updates.
• Keep your QuickBooks company file in good health by running regular maintenance tasks.

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
+1-800-596-0806 or chat with experts.