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).
This tool is built exclusively for QuickBooks Desktop.
Supported Version: QuickBooks Desktop Premier, Pro, Accountant, and Enterprise editions.
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
Name of the customer
First Name of the customer
Name of the company
Middle name of the customer
Last name of the customer
Phone number of the customer
Alternate Phone number of the customer
Fax Number of the customer
Email address of the customer
Contact Name of the customer
Alternate Contact Phone 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 of the customer
If customer is active or not?
To make your file more customizable, the set of tools is available with Import Settings at the top right-hand side corner.
Many users would have some questions while moving data to your QuickBooks Desktop. Some of the questions are mentioned below:
Que: I made some 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 the Delete feature available.
Que: Do you have any sample templates?
Ans: Yes. We do have. Sample Template
Que: File types supported by your application?
Ans: XLS, XLSX, etc are Supported File Formats
Que: Will your application supports multiline transactions?
Ans: Yes however, the same Sales tax group name should be use to get together the tax code