How to Import Invoices into QuickBooks Desktop Using Dancing Numbers?

by James Antonio

Import Invoices into QuickBooks Desktop

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

Dancing numbers (Desktop) supports QuickBooks Premier, Pro, Accountant and Enterprise editions.

Free trial of the software can be downloaded easily from Dancing Numbers Website. Follow below mentioned steps to get step by step installation procedure.

Steps to Import Invoices into QuickBooks Desktop

Now, it’s more easy to import with dancing numbers with powerful and simplified wizard. To start the bulk import of your data files to QuickBooks follow below mentioned steps.

First of all click Import (Start) button available on the home screen.

Step 1 – For selection of 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 View Sample file to go to dancing numbers sample file.

Step 2 – Mapping: Now in second step set up the mapping of file column related to QuickBooks fields. Dancing number template file do this step automatically, to use it download Dancing Numbers template file

Step 3 – Review and Import: To review your file data in preview screen, just click on “next” which imports your file data to QuickBooks.

For more details instruction of the steps goes through this article.

Import Invoices in to QuickBooks Desktop

Mapping QuickBooks Fields

Field NameFormatDescription
Invoice NoText should be Max : 11 CharactersReference number for the transaction. By default, this value is used only for internal processing by dancing numbers Transactions, and QuickBooks auto-generates a new value. It can be changed in the import settings.
Customer *Reference Text Max Length should be 41 CharactersReference to the customer.
Customer reference can be matched through Full Name, First Name, Company Name, Account NO., Resale NO., Custom Field, Look up (configured through (Import Settings)
Invoice DateDateTransactions date
Due DateDateDate on which transactions payment is due
TermsText max length should be: 11 CharactersPayment Terms
PO NoReference TextPurchase Order number
Ship DateDateDate on which the item is shipped.
Shipping Address Line 1Text (Max Length should be : 41 Characters)First line of the shipping address.
Shipping Address Line 2Text (Max Length needs to be 41 Characters)Second line of the shipping address.
Shipping Address Line 3Text (Max Length should be: 41 Characters)Third line of the shipping address.
Shipping Address CityText (Max Length needs to be : 31 Characters)Shipping address – City
Shipping Address StateText (Max Length: 21 Characters)Shipping address – Should be mentioned State or Province
Shipping Address – Postal CodeText (Max Length: 13 Characters)Shipping address with the Postal Code
Shipping Address – CountryText (Max Length: 41 Characters)Shipping address including Country
FOBText ( Max Length : 13 Characters)The destination of FOB
Billing Address Line 1Text (Max Length: 41 Characters)Billing address’s first line.
Billing Address Line 2Text (Max Length: 41 Characters)Second line of billing address.
Billing Address Line 3Text (Max Length: 41 Characters)billing address third line
Billing Address CityText (Max Length: 31 Characters)Billing address having City
Billing Address StateText (Max Length: 21 Characters)Billing address with State or Province
Billing Address Postal CodeText (Max Length: 13 Characters)Billing address having Postal Code
Billing Address CountryText (Max Length: 41 Characters)Billing address as Country
Sales RepReference TextSales rep associated with the transactions
Shipping MethodReference TextShipping method associated with the transaction
Print LaterBoolean (True/False)Print Status
Email LaterBoolean (True/False)Email Status
MemoText(Max Length ; 4095 Characters)A written message
Customer MessageReference TextA message given to the customer available from the list in QuickBooks
ClassReference Text (Max Length: 31 Characters)The class of transaction
Product/Service *Reference Text (Max Length: 31 Characters)Item with below options such as Item Look up Strategies including Import Settings- Full Name, Look up and Custom Field
Product/Service QuantityDecimalQuantity of the product
Product/Service RateDecimalRate of the product
Unit Of MeasureReference TextMeasuring Unit in which product is being measured
Product/Service DescriptionText (Max Length: 4095 Characters)Description of the product or service
Product/Service Service DateDateDate when the service or product is fulfilled
Product/Service ClassReference Text (Max Length: 31 Characters)Class in which product or service lies
Product/Service Sales TaxReference TextSales Tax associated with product or service
OtherText (Max Length: 29 Characters)Description
Other 1Text (Max Length: 29 Characters)Description
Other 2Text (Max Length: 29 Characters)Description
Sales TaxReference TextSales tax code transaction
Customer Sales Tax CodeReference TextTax Code related  to Transaction
TemplateReference TextTemplate related to Invoice
AR AccountReference TextAccounts Receivable account related to this Invoice
Product/Service Inventory SiteReference TextRelated to the product site
Product/Service Inventory BINReference TextRelated to BIN item reference to the site. It need to mentioned on the site BIN format    
Amount ReceivedDecimalThe amount which is received
CurrencyTextReference to the Currency in which amounts with the associated transaction are mentioned
Exchange RateDecimalDefault is 1, it is applicable when multi company option is enabled for company. Number of home currency units leads to equal to one unit of currency mentioned under currency
Tax InclusiveBoolean (True/False)

Tax calculation method.

Import Settings

A host of powerful customizations for your file data is available with Import Settings on the Top Right Corner.

FAQ’s:

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

Que: I want to import Invoices including Invoice Numbers from the File. Will it be supported?
Ans: Yes. It will be supported.

Que: Will your application support Multi Line Transactions?
Ans: Yes. However same Invoice Number required mentioning in multiple lines to group the transactions.

Que: I made some of the 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 Delete feature available.

Que: Does your app support taxes?
Ans: Yes. It supports

Que: I don’t want to create products automatically for my invoices; also I am unable to create products before each upload. Will it be supported?
Ans: Yes. It is. You can do auto-create unavailable products/ services or you can also skip it during the Import process.

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: CSV, XLS, XLSX etc are Supported File Formats

Que: Where to contact if I am stuck?
Ans: Feel free to drop an email to support@dancingnumbers.com

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Dancing Number

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