How to Import Chart of Accounts into QuickBooks Desktop using Dancing Numbers?

Import Chart of Accounts into QuickBooks Desktop Importing was never so easy but Dancing Numbers made it simple and quick. […]

Import Chart of Accounts into QuickBooks Desktop

Importing was never so easy but Dancing Numbers made it simple and quick.

Import Chart of Accounts automatically. The filters attribute gives you more accurate data to import as you want.

You can easily Import Chart of Accounts from Excel to your QuickBooks Desktop directly through Dancing Numbers (Desktop).

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.

*No credit card required

This tool is built exclusively for QuickBooks Desktop.

Supported Version: QuickBooks Desktop Premier, Pro, Accountant, and Enterprise editions.

You can download a Free Trial of the software easily from the Dancing Numbers Website. Follow the below-mentioned steps to get step by a step installation procedure.

Steps for Importing Chart of Accounts into QuickBooks Desktop

Now, it’s easier to Import with Dancing Numbers with the powerful and simplified wizard. To start the bulk import of your files data to QuickBooks follows the mentioned steps.

First of all click Import (Start) button available on the home screen.

Step 1 – File Selection: For the selection of a file click “Select Your File“, you can also click “Browse File” to browse and choose the desired file from the local computer, alternatively you can click the “View Sample File” to go to the Dancing Numbers sample file.

Step 2 – Mapping: Now in the second step set up the mapping of the file column related to QuickBooks fields. Dancing Numbers template file do this step automatically, to use it download the Dancing Numbers template file

Step 3 – Review and Import: To review your file data on the preview screen, just click on “Next” which shows your file data before Importing to QuickBooks.

For more detailed instructions on the steps go through this article.

Mapping QuickBooks Fields

Field Name





Account Name

Account Type


Category of the account

Account Number


Reference to Account Number

Bank Account Number


Bank Account Number



Account description

Opening Balance


Opening Balance of the account

Opening Balance Date


The Date on which the opening balance is noted

Currency Code


Currency Code  e.g. USD, CAD

Import Settings

To make your file more customizable, the set of tools is available with Import Settings at the top right-hand side corner.

Many users would have some questions while moving data to your QuickBooks Desktop. Some of the questions are mentioned below:

Will Your Application Support Multi-Line Transactions?

Yes, However, the same Credit Reference Number is required to be mentioned in multiple lines to group the lines.

I made Some Mistakes in the Import Process and my QuickBooks Reports have been Corrupted. Can I undo or Revert my Import?

It is possible to undo the import partially/ completely with the Delete feature available.

Does Your App Support Taxes?

Yes, It supports.

My File has Dome Specific Date Format. I don’t want to Change the File. Will Your Product Support all Date Formats?

No. It needs to specify the specific date format as MM/DD/YYYY.

Do You have Any Sample Templates?

Yes, We do have. Sample Template.

File Types Supported by Your Application?

XLS, XLSX, etc are Supported File Formats

Where to Contact if I am Stuck?

Feel free to drop an email to or visit our dedicated Support Center at for a quick answer.

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