How to Import Statement Charges into QuickBooks Desktop using Dancing Numbers?

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.

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 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

Field Name	Format	Description
Statement Number	Text	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.
Customer	Text	Customer Name
Date	MM/DD/YYYY	The Date on which transactions occurred
Billed Date	MM/DD/YYYY	Invoice/Sale Date
Due Date	MM/DD/YYYY	Due  date of the payment
Product /Service	Text	Product or Service Name
Unit of Measure	Alphanumeric	The unit in which service or product will be measured
Inventory Site	Text	Warehouse/Store or any other location
Inventory Bin	Text	Bin Location
Quantity	Decimal	Quantity of the item
Rate	Decimal	Price Per Unit
Description	Text	Reference to Item Description
Amount	Numerical	Amount of the product or service
AR Account	Reference Text	Accounts Receivable account
Class	Text	The class assigned to the transaction

Import Settings

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

FAQ’s

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