How to Import Inventory Transfers into QuickBooks Desktop Using Dancing Numbers

Import Inventory Transfers into QuickBooks Desktop

Importing was never so easy but Dancing Numbers made it simple and quick. Get Import Inventory Transfers automatically. The filters attribute gives you more accurate data to import as you want.

You can easily Import Inventory transfers from Excel to your QuickBooks Desktop directly through Dancing Numbers (Desktop). This tool is built exclusively for QuickBooks Desktop.

Dancing Numbers (Desktop) support 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.

Steps for Importing Inventory Transfers 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
Transfer Inventory Ref Number	It needs to be in Text and length should not be more than 11 Characters	Reference number related to the Inventory Transfer.
Transfer Date*	Date	The date on which transfer is done
Transfer From Location*	Text & max character should be of max 31 characters	Site from which transfer is done
Transfer to Location*	Text, max length is 31 characters	The site which will receive the item
Product/ Service Name*	Reference Text	Inventory Item Name( You can also provide custom field value or external field reference through the settings)
From Inventory Bin*	Text, not more than 31 characters	Bin from where the transfer occurs
To Inventory Bin*	Text, equal to or less than 31 characters	Bin which receives or collect the item
Quantity to Transfer*	Decimal	The Quantity which is transferred
Serial Number	Alphanumeric	Unique Identifier number of product
Memo	Text ( Max length should be 4095 characters)	Notes related to Inventory Transfers

Import Settings

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

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Many users would have some questions while moving data to your QuickBooks Desktop. Some of the questions are mentioned below: