Import Customers/Jobs into QuickBooks Desktop
Importing was never so easy but Dancing Numbers made it simple and quick.
Import Customer/Jobs automatically. The filters attribute gives you more accurate data to import as you want.
You can easily Import Customers/ Jobs from Excel to your QuickBooks Desktop directly through Dancing Numbers (Desktop).
This tool is built exclusively for QuickBooks Desktop.
Supported Version: QuickBooks Desktop Premier, Pro, Accountant, and Enterprise editions.
Steps for Importing Import Customers/Jobs 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 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
Name of the company
Title of the Customer’s name
Customer First name
Customer Middle name
Customer Last name
Title of Job
Alternate Phone Number
Name of the person to be contacted
Customer Account Number/Customer ID
Credit limit of the account
Customer Type Ref
Customer’s Account Balance
Sales Rep/Employee assigned to the Customer
Sales Tax Code
Area Sales Code
Item Sales Tax Code
Sales tax code for the item
Reference number used for reselling
Preferred Payment Method
Payment Method want to use
Current Status of the job
Job Start Date
Date on which the job has been started
Job Projected End Date
Date on which the job will be accomplished
Job End Date
Actual Date on which the job accomplished/Completed
Description of the job
Type of category of the job
Preferred Delivery Method
Delivery method want to use
Price Level assigned to the Customer
Primary Customer/Company Name
Shipping address 1st line
Shipping address 2nd line
Shipping address 3rd line
Shipping address 4th line
Shipping address 5th line
Shipped city name
Shipped State name
Ship Postal Code
Postal/Zip Code of shipping address
Shipping Country name
Additional notes reference to Shipping
Billing address 1st line
Billing address 2nd line
Billing address 3rd line
Billing address 4th line
Billing address 5th line
City name of billing address
State of Billing address
Bill Postal Code
Postal Code of the billing address
Country name of the Billing address
Additional notes related to Billing
Credit Card Number
Number of the credit card
Expiry month of the card
Expiry year of the card
Name On Card
Name available on the card
Credit Card Address
Address mentioned for the credit card
Credit Card Postal Code
Postal code of the credit card address
Indicates if Customer is Active/Inactive
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:
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: 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