How to Import Payment Items into QuickBooks Desktop using Dancing Numbers?

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

Voiced by Amazon Polly

Import Payment Items into QuickBooks Desktop

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

Import Payment Items automatically. The filters attribute gives you more accurate data to import as you want.

You can easily Import Payment Items 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 Payment Items to 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

Name

Text

Item Name

Description

Text

Item’s Description

Payment Method

Text

Payment method for the item

Deposit To

Text

Deposit to account for the payment which received

Is Active

True/False

Indicates whether it is Payment 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.



FAQ’s

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.

My File has some Specific Date Format. I don’t want to Change the File. Will Your Product Support all Date Formats?

No, It needs to specify the specific date format as MM/DD/YYYY

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 support@dancingnumbers.com or visit our dedicated Support Center at https://www.dancingnumbers.com/support/ for a quick answer.

Does Your App Support Taxes?

Yes, it is.

Call Now+1-800-596-0806
Top