Import Employees into QuickBooks Desktop
Importing was never so easy but Dancing Numbers made it simple and quick.
Import Employees automatically. The filters attribute gives you more accurate data to import as you want.
You can easily Import Employees 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 Employees 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
Title of the Name
First name of the Employee
The middle name of the Employee
Last name of the Employee
Job title of the Employee
Supervisor Name of the Employee
Department of the Employee
Target bonus of the Employee
Employee name to Be Printed on Checks
Phone number of the Employee
Mobile/Cell phone no of the Employee
Pager number of the Employee
PIN of the pager
Alternate phone number of the Employee
Fax number of the Employee
Social Security No.
Social Security Number of the Employee
Shows the gender of the Employee
Date of birth of the Employee
The employee is a US citizen or not
Email id of the Employee
It shows the employee Type
Part Or Full Time
Whether Employee is full time or part-time
The date on which Employee is hired
Original Hire Date
Employee Hiring Date
Adjusted Service Date
Adjusted Service Date
Release date of the Employee
Whether Employee is disabled or not
Description of the disability
Account number/Employee ID of the Employee
Primary contact name of the Employee
Secondary contact name of the Employee
Primary Contact Relation
Primary contact related to the Employee
Secondary Contact Relation
Secondary contact related to the Employee
Home Address Line 1
1st line of Home address
Home Address Line 2
2nd line of Home address
Home Address Line 3
3rd line of Home address
Home Address Line 4
4th line of Home address
City of the Home address
State of the Home Address
Home Postal Code
Postal Code of the Home address
Country of the Home address
Whether Employee is active or not
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