Import Sales Orders into QuickBooks Desktop
Importing was never so easy but Dancing Numbers made it simple and quick.
Import Sales Orders automatically. The filters attribute gives you more accurate data to import as you want.
You can easily Import Sales Orders 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 to Import Sales Orders 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
The date on which transaction occurred
Sales Order Transaction Reference Number
Area name for which tax need tax required to be paid
Internal notes related to the transaction
Additional notes are given for the customer
Customer Tax Code
Sales Tax Code
Total Paid Amount
Billing Address Line 1
First Line of the Billing Address
Billing Address Line 2
Second Line of the Billing Address
Billing Address Line 3
Third Line of the Billing Address
Billing Address Line 4
Fourth Line of the Billing Address
Billing Address Line 5
Fifth Line of the Billing Address
City of Billing Address
State of the Billing Address
Billing Postal Code
Zip Code of the Billing Address
Country of the Billing Address
Internal notes related to Billing
Ship Address Line 1
First Line of Shipping Address
Ship Address Line 2
|Text||Second Line of Shipping Address|
Ship Address Line 3
Third Line of Shipping Address
Ship Address Line 4
Fourth Line of Shipping Address
Ship Address Line 5
Fifth Line of Shipping Address
City of the Shipping Address
State of the Shipping Address
Ship Postal Code
Zip Code of the Shipping Address
Country of the Shipping Address
Any additional notes related to Shipping
Name of the item /product
Details of the item mentioned
Number of the items
Unit of Measure
Per Unit rate of the item
The amount requires to pay
Item tax Code
Tax Associated /applicable for item/Service
|Internal QuickBooks ID|
A unique number assigned by the 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 a Sales order with Sales order 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 Sales Order Number is required to be mentioned in multiple lines to group the lines.
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
Que: I don’t want to create products automatically for my invoices; also I am unable to create products before each upload. Will it be supported?
Ans: Yes. It is. You can do auto-create unavailable products/ services or you can also skip it during the Import process.