How to Import Receive Payments into QuickBooks Desktop using Dancing Numbers?

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.

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 to Import Receive Payments 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
Customer	Text	Name of the customer
Date	MM/DD/YYYY	The date on which transactions occurred
Reference #	Numerical	Reference number related to the transaction
Total Amount	Numerical	The total due amount for payment
Payment Method	Text	Mode of the payment
A/R Account	Text	Accounts Receivable
Memo	Alphanumerical	Additional notes if any
Deposit to Account	Text	Inform whether the amount is deposited to the account or not
Applied to	Alphanumeric	Customer Invoice Reference Number
Amount	Numeric	Total Amount Received
Balance Amount	Numeric	The remaining amount needs to pay
Unique ID	Internal QuickBooks ID	Unique Number Assigned by QuickBooks

Import Settings

To make your file more customizable, the set of tools is available with Import Settings at the top right-hand side corner.

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