How to Import Sales Orders into QuickBooks Desktop using Dancing Numbers?

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.

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 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

Field Name	Format	Description
Customer*	Text	Customer’s Name
Date	MM/DD/YYYY	The date on which transaction occurred
S.O Number	Numerical	Sales Order Transaction Reference Number
Tax	Text	Area name for which tax need tax required to be paid
Memo	Alphanumeric	Internal notes related to the transaction
Customer Message	Text	Additional notes are given for the customer
Customer Tax Code	Text	Sales Tax Code
Total Amount	Numerical	Total Paid Amount
Billing Address Line 1	Text	First Line of the Billing Address
Billing Address Line 2	Text	Second Line of the Billing Address
Billing Address Line 3	Text	Third Line of the Billing Address
Billing Address Line 4	Text	Fourth Line of the Billing Address
Billing Address Line 5	Text	Fifth Line of the Billing Address
Billing City	Text	City of Billing Address
Billing State	Text	State of the Billing Address
Billing Postal Code	Numerical	Zip Code of the Billing Address
Billing Country	Text	Country of the Billing Address
Billing Note	Alphanumeric	Internal notes related to Billing
Ship Address Line 1	Text	First Line of Shipping Address
Ship Address Line 2	Text	Second Line of Shipping Address
Ship Address Line 3	Text	Third Line of Shipping Address
Ship Address Line 4	Text	Fourth Line of Shipping Address
Ship Address Line 5	Text	Fifth Line of Shipping Address
Ship City	Text	City of the Shipping Address
Ship State	Text	State of the Shipping Address
Ship Postal Code	Numerical	Zip Code of the Shipping Address
Ship Country	Text	Country of the Shipping Address
Ship Note	Alphanumeric	Any additional notes related to Shipping
Item	Text	Name of the item /product
Description	Text	Details of the item mentioned
Quantity	Numerical	Number of the items
U/M	Numeric	Unit of Measure
Rate	Numerical	Per Unit rate of the item
Amount	Numerical	The amount requires to pay
Item tax Code	Tax/Non-tax	Tax Associated /applicable for item/Service
Unique ID	Internal QuickBooks ID	A unique number assigned by the 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: