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 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.

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	Format	Description
Salutation	Text	Mr/Ms/Mrs
Name	Text	Name of the customer
First Name	Text	First Name of the customer
Company Name	Text	Name of the company
Middle Name	Text	Middle name of the customer
Last Name	Text	Last name of the customer
Phone	Numbers	Phone number of the customer
Alt Phone	Numbers	Alternate Phone number of the customer
Fax	Numbers	Fax Number of the customer
Email	Alphanumeric	Email address of the customer
Contact	Text	Contact Name of the customer
Alt Contact	Numeric	Alternate Contact Phone Number
Account Number	Numbers	Bank Account of the customer
Notes	Alphanumeric	Additional Notes for the customer
Address Line 1	Alphanumeric	First line of the address
Address Line 2	Alphanumeric	Second line of the address
Address Line 3	Alphanumeric	Third line of the address
Address Line 4	Alphanumeric	Fourth  line of the address
Address Line 5	Alphanumeric	Fifth line of the address
City	Text	City of the Customer
State	Text	State of the Customer
Postal Code	Numbers	Postal code of the customer
Is Active	Yes/No	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.

---

---

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