Import Statement Charges into QuickBooks Desktop
Importing was never so easy but Dancing Numbers made it simple and quick.
Import Statement Charges automatically. The filters attribute gives you more accurate data to import as you want.
You can easily Import Statement Charges 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 Statement Charges 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
Reference number of the transaction. By default, this value is used for internal processing by Dancing Numbers Transactions (Desktop) & QuickBooks generates a new value automatically. You can change it in Import Settings.
The Date on which transactions occurred
Due date of the payment
Product or Service Name
|Unit of Measure||Alphanumeric|
The unit in which service or product will be measured
Warehouse/Store or any other location
Quantity of the item
Price Per Unit
Reference to Item Description
Amount of the product or service
Accounts Receivable account
The class assigned to the transaction
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 Statement Charges 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 Reference 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 Charges; 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.