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.
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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.
Steps for Importing Credit Card Credits to QuickBooks
Now, it’s easier to import using Dancing Numbers with the powerful and simplified wizard. To start the bulk import of your files data to QuickBooks follow the below-mentioned steps.
First of all click Import (Start) button available on the home screen.
Step 1 – For the selection of files 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
| The 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*
| The 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, Lookup (configured via Import Settings) |
|
Date
| Date | The 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 to the billing. |
|
Expense Amount**
| Decimal | The expense is related with the 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, Lookup(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.
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.
Many users would have some questions while moving data to your QuickBooks Desktop. Some of the questions are mentioned below:
I want to Import Credit Card Credits including reference Numbers from the File. Will it be Supported?
Yes. It will be Supported.
Will your application support Multi-Line Transactions?
Yes. However, the same Credit Card Credits payments Number required mentioning in multiple lines to group the transactions.
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?
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?
Yes. It is. You can do auto-create unavailable products/ services or you can also skip it during the Import process.
My file has some 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
