How to Import Credit Card Charges into QuickBooks Desktop using Dancing Numbers

Import Credit Card Charges into QuickBooks Desktop

You can easily import Credit Card Charges from Excel to your QuickBooks Desktop directly through Dancing Numbers (Desktop). This tool is built exclusively for QuickBooks Desktop.

Dancing Numbers Importer supports QuickBooks 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 Credit Card Charges to 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 below mentioned steps.
First of all click Import (Start) button available on the home screen.

Step 1 – For the selection of file clicks “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 details instruction of the steps goes through this article.

Mapping QuickBooks Fields

Field Name	Format	Description
Reference No	Text should be of Max Length: 20 Characters	Reference number for the transaction. By default, this value is used only for internal processing by Dancing Numbers (Desktop), and QuickBooks auto-generates a new value. It can be changed in the import settings.
Vendor*	Text should be in Max Length: of 41 Characters	Name of the Vendor / Customer / Employee for the transaction. Reference can be checked by Full Name, First Name, Company Name, Account NO., Tax Id, Custom Field, Look up (configured via Import Settings)
Date	Date	Date on which transaction happen.
Due Date	Date	Due date of the payment.
Term		Related to the terms for the transactions.
Address Line 1	Max text length of 41 characters	Address’s first line
Address Line 2	Should be in Text  and Max Length is 41 Characters)	Address’s Second.
City	Need to be in Text and Max Length of 31 Characters	City name.
Country	It should be in text & Max Length is  21 Characters	Country name.
State	Text and Max Length  is 21 Characters	Region in a country.
Postal Code	Text  with Max Characters  Length 13	Postal code
Credit Card Account*	Reference Text (Max Length should be of 159 Characters)	Name of the  Credit Card Account for the transaction.
Memo	Need to be in text and Max Length is 4095 Characters	Transaction’s note
Expense Account**	Reference Text  and Max Length of 159 Characters	Expense Account Name related with the billing.
Expense Amount**	Decimal	Expense related with amount.
Expense  Memo	Text (Max Length: 4095 Characters)	The Note of the expense.
Expense Customer	Reference Text with Max Length of 41 Characters	Customer associated with the expense. Customer reference can be checked by Full Name, First Name, Company Name, Account NO., Resale NO., Custom Field, Look up(configured via Import Settings)
Expense Billable	Billable, HasBeenBilled , NotBillable,	Billable status of the expense.
Expense Class	Reference Text  and Max Length of 159 Characters	Class for the Expense.
Expense Sales Rep	Reference Text (Max Length: 5 Characters)	Reference to the Sales rep related with expense
Product/Service**	Reference Text	Reference to the Item. It can be checked by Full Name, Look up, Custom Field, (it can be configured through Import Settings)
Inventory Site	Reference Text (Max Length: 31 Characters)	Related to the Item Site
Inventory BIN	Reference Text (Max Length: 31 Characters)	Related to the Item BIN referenced to the Site. Should be specified in the Site: BIN format.
Unit of Measure	Reference text	Measuring unit of Product
Product/Service Quantity	Decimal	Quantity of the Item.
Product/Service Rate	Decimal	Unit Price of the Item.
Product/Service Amount**	Decimal	Total Amount of the Item. It is not required if Line Item Quantity & Line Item Rate is available.
Serial No	Reference to text and numbers	Serial number of product
Lot No	Reference to text	Identification number assigned to a particular quantity
Product/Service Description	Text (Max Length should be: 4095 Characters)	Description of the Item
Product/Service Customer	Reference Text (Max Length needs to be of 41 Characters)	Reference to the Customer related  with the expense.
Product/Service Billable	Billable, HasBeenBilled,  NotBillable,	The billable status of the line item.
Product/Service Sales Rep	Reference Text (Max Length: 5 Characters)	Reference to the Sales rep related to Product
Product/Service Class	Reference Text (Max Length: 159 Characters)	Class name for the Item.
Exchange Rate	Decimal	Exchange rate of the product
Currency	Text Currency Code	Currency Related with the product

Import Settings

A host of powerful customizations for your file data is available with Import Settings on the Top Right Corner.

FAQ’s

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

Que. I want to import Credit Card Charges including Credit Card Charges Numbers from the File. Will it be supported?
Ans. Yes. It will be supported.

Que. Will your application support Multi-Line Transactions?
Ans. Yes. However, the same Credit Card Charges Number required to mention in multiple lines to group the transactions.

Que. I made some mistakes in the Import process and my QuickBooks reports have been corrupted. Can I undo or revert my Import?
Ans. It is possible to undo the import partially/ completely with the Delete feature available.

Que. Does your app support taxes?
Ans. Yes. It supports

Que. I don’t want to create products automatically for my invoices , also I am unable to create products before each upload. Will it be supported?
Ans. Yes. It is. You can do auto-create unavailable products/ services or you can also skip it during the Import process.

Que. My file has some specific date format. I don’t want to change the file. Will your product support all date formats?
Ans. No. It needs to specify the specific date format as MM/DD/YYYY

Que. Do you have any sample templates?
Ans. Yes. We do have. Sample Template

Que. File types supported by your application?
Ans. XLS, XLSX, etc are Supported File Formats

Que. Where to contact if I am stuck?
Ans. Feel free to drop an email to support@dancingnumbers.com

Features of Dancing Numbers for QuickBooks Desktop

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Technical Details

Pricing

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.

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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.

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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.

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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.

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Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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