How to Import Journal Entries into QuickBooks Desktop Using Dancing Numbers

Import Journal Entries into QuickBooks Desktop

Importing was never so easy but Dancing Numbers made it simple and quick.

Import Journal Entries automatically. The filters attribute gives you more accurate data to import as you want.

You can easily Import Journal Entries from Excel to your QuickBooks Desktop directly through Dancing Numbers Importer.

This tool is built exclusively for QuickBooks Desktop.

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 to Import Journal Entries into 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
Date	MM/DD/YYYY	Date on which transactions happens
Entry Number	Alphanumeric	Journal Entry Number
Account	Text	Account Name related to the transaction
Debit	Numerical	Debited Amount from the account
Credit	Numerical	Credited Amount from the account
Memo	Alphanumeric	Additional Notes
Name	Text	Customer, Vendor, Other Name or an Employee associated with the Journal Entry, if there is. If there is Accounts Payable, the Particular line must have a Vendor. If there is Accounts Receivable, the Particular line must have a Customer.
Billable	Billable, Not Billable or HasBeenBilled	Billable Status of the Customer (Name)
Unique ID	Internal QuickBooks ID	A Unique Number Assigned by QuickBooks

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: