Import Receive Payments into QuickBooks Desktop
Importing was never so easy but Dancing Numbers made it simple and quick.
Import Receive Payments automatically. The filters attribute gives you more accurate data to import as you want.
You can easily Import Receive Payments 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 Receive Payments 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
Name of the customer
The date on which transactions occurred
Reference number related to the transaction
The total due amount for payment
Mode of the payment
Additional notes if any
Deposit to Account
Inform whether the amount is deposited to the account or not
Customer Invoice Reference Number
Total Amount Received
The remaining amount needs to pay
|Internal QuickBooks ID|
Unique Number Assigned by QuickBooks
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 want to import Payments with reference Numbers from the File. Will it be supported?
Ans: Yes. It will be supported.
Que: Will your application support Multi-Line Transactions?
Ans: Yes. However, the same Payment reference Number is required to be mentioned in multiple lines to group the lines and the Total is supposed to Match.
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: Does your app support taxes?
Ans: Yes. It supports
Que: My file has some specific date format. I don’t want to change the file. Will your product support all date formats?
Ans: No. It needs to specify the specific date format as MM/DD/YYYY
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