How to Import Other Names into QuickBooks Desktop?

Import Other Names into QuickBooks Desktop Importing was never so easy but Dancing Numbers made it simple and quick. Import […]

Import Other Names into QuickBooks Desktop

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

Import other names automatically. The filters attribute gives you more accurate data to import as you want.

You can easily Import Other Names from Excel to your QuickBooks Desktop directly through Dancing Numbers (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.

*No credit card required

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 For Importing Other Names 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








Name of the customer

First Name


First Name of the customer

Company Name


Name of the company

Middle Name


Middle name of the customer

Last Name


Last name of the customer



Phone number of the customer

Alt Phone


Alternate Phone number of the customer



Fax Number of the customer



Email address of the customer



Contact Name of the customer

Alt Contact


Alternate Contact Phone Number

Account Number


Bank Account of the customer



Additional Notes for the customer

Address Line 1


First line of the address

Address Line 2


Second line of the address

Address Line 3


Third line of the address

Address Line 4


Fourth  line of the address

Address Line 5


Fifth line of the address



City of the Customer



State of the Customer

Postal Code


Postal code of the customer

Is Active


If customer 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
Accounting Professionals

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.

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 or visit our dedicated Support Center at for a quick answer.

Will Your Application Supports Multiline Transactions?

Yes however, the same Sales tax group name should be use to get together the tax code.

close btn

Get Your Case Study

Call Now+1-800-596-0806