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

by James Antonio

Import Credit Card Credits into QuickBooks

You can easily import Credit Card Credits 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 Credits to QuickBooks

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 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 details instruction of the steps goes through this article.

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.

Credit Card Account*

 

Reference Text  which needs to be of Max Length 159 Characters

Name of the Credit Card Account of 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 of Max Length 159 Characters

Class name for the Product.

Exchange Rate

Decimal

Exchange rate of the product

Currency

Text Currency Code

Currency Related with the product

Tax Inclusive

Boolean ( True or False)

Tax calculation method. True if tax included in amount

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 Credits including reference 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 Credits payments Number required mentioning 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 Credit Card Credits; 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

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

img

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

img

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

img

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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