Importing was never so easy but Dancing Numbers made it simple and quick.
You can now Import Transactions automatically. The filters attribute gives you more accurate data to import as you want.
It’s very easy to Import Transactions 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.
Basic Import Steps
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.
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 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: 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: Does your app support taxes?
Ans: Yes, it does.