How to Import Employees into QuickBooks Desktop using Dancing Numbers?

In this article:

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.

Save Time, Reduce Errors, and Improve Accuracy

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.

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Supported Version: QuickBooks Desktop 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 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.

Import Employees into QuickBooks Desktop

Mapping QuickBooks Fields

Field Name	Format	Description
Salutation	Text	Title of the Name
First Name	Text	First name of the Employee
Middle Name	Text	The middle name of the Employee
Last Name	Text	Last name of the Employee
Job Title	Text	Job title of the Employee
Supervisor Ref	Text	Supervisor Name of the Employee
Department	Text	Department of the Employee
Description	Text	Description
Target Bonus	Text	Target bonus of the Employee
Print As	Text	Employee name to Be Printed on Checks
Phone	Number	Phone number of the Employee
Mobile	Number	Mobile/Cell phone no of the Employee
Pager	Number	Pager number of the Employee
Pager Pin	Number	PIN of the pager
Alt Phone	Number	Alternate phone number of the Employee
Fax	Number	Fax number of the Employee
Social Security No.	Number	Social Security Number of the Employee
Gender	M/F	Shows the gender of the Employee
Birth Date	MM-DD-YYYY	Date of birth of the Employee
US Citizen	Yes /No	The employee is a US citizen or not
Ethnicity	Text	Asian/American
Email	Alphanumeric	Email id of the Employee
Employee Type	Text	It shows the employee Type
Part Or Full Time	Text	Whether Employee is full time or part-time
Exempt	Text	Exempt/Non-Exempt
Key Employee	Text	Yes/No
Hired Date	MM-DD-YYYY	The date on which Employee is hired
Original Hire Date	MM-DD-YYYY	Employee Hiring Date
Adjusted Service Date	MM-DD-YYYY	Adjusted Service Date
Released Date	MM-DD-YYYY	Release date of the Employee
Disabled	Yes/No	Whether Employee is disabled or not
Disability Description	Text	Description of the disability
US Veteran	Text	Yes/No
Military Status	Text	Active/Reserve
Account Number	Numeric	Account number/Employee ID of the Employee
Primary Contact	Text	Primary contact name of the Employee
Secondary Contact	Text	Secondary contact name of the Employee
Primary Contact Relation	Text	Primary contact related to the Employee
Secondary Contact Relation	Text	Secondary contact related to the Employee
Home Address Line 1	Alphanumeric	1^st line of Home address
Home Address Line 2	Alphanumeric	2^nd line of Home address
Home Address Line 3	Alphanumeric	3^rd line of Home address
Home Address Line 4	Alphanumeric	4^th line of Home address
Home City	Text	City of the Home address
Home State	Text	State of the Home Address
Home Postal Code	Numeric	Postal Code of the Home address
Home Country	Text	Country of the Home address
Is Active	Yes/No	Whether Employee is active or not

Import Settings

To make your file more customizable, the set of tools is available with Import Settings at the top right-hand side 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 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?

Yes, It supports.

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

Where to Contact if I am Stuck?

Feel free to drop an email to support@dancingnumbers.com or visit our dedicated Support Center at https://www.dancingnumbers.com/support/ for a quick answer.