How to Import Vendor Credits into QuickBooks Desktop using Dancing Numbers?

Import Vendor Credits into QuickBooks Desktop

Importing was never so easy but Dancing Numbers made it simple and quick.

Import Vendor Credits automatically. The filters attribute gives you more accurate data to import as you want.

You can easily Import Vendor Credits 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 Vendor Credits 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
Vendor	Text	Vendor/Customer Name
A/P Account	Text	Name of the accounts payable for transaction
Date	MM/DD/YYYY	Date on which transactions happened
Memo	Text	Additional Notes related to transfer
Ref No	Numerical	Reference number for the transaction
Credit Amount	Numerical	Credit amount related to the transaction
Open Amount	Numerical	Initial amount of the transactions which is already paid
Expense Account	Numerical	Account from which all expense will be done
Expense Amount	Numerical	Amount of Expense
Expense Class	Numerical	Class or category of the expense
Expense Customer	Text	Customer name to which expense is done
Expense Memo	Text	Additional notes reference to expense
Expense Billable	Billable, NotBillable, HasBeenBilled	Billed Status of the Expense
Item	Alphanumeric	Product or service name
Description	Alphanumeric	Description of the product/ service
Quantity	Numeric	Number of the product
U/M	Numeric	Unit of measure
Cost	Numeric	Price of the Product/ Service
Item Amount	Numeric	Total amount of the Item /service
Item Class	Text	Category of the Item
Item Customer	Text	Customer name associated with the product/service
Item Billable	Billable, Not Billable, Has been billed	Billed Status, Non billable

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: