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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.
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.
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.
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 |
|
| 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 |
1st line of Home address |
|
Home Address Line 2 | Alphanumeric |
2nd line of Home address |
|
Home Address Line 3 | Alphanumeric |
3rd line of Home address |
|
Home Address Line 4 | Alphanumeric |
4th 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.
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.
+1-800-596-0806