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 (Desktop) 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. |
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. |
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. |
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
