How to Import Vendors into QuickBooks Desktop using Dancing Numbers?

Import Vendors into QuickBooks Desktop Importing was never so easy but Dancing Numbers made it simple and quick. You can […]

Import Vendors into QuickBooks Desktop

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

You can now Import Vendors automatically. The filters attribute gives you more accurate data to import as you want.

It’s very easy to Import Vendors from Excel to your QuickBooks Desktop directly through Dancing Numbers (Desktop).

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

*No credit card required

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 Vendors 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

Name

Text

Vendor Name

Company Name

Text

Company Name which is associated with the Vendor

Salutation

Text

Name Title

First Name

Text

First Name of the Vendor

Middle Name

Text

Middle Name of the Vendor

Last Name

Text

Last Name of the Vendor

Job Title

Text

Title of the Job

Main Phone

Numbers

Contact Phone Number

Alt Phone

Numbers

Alternate Phone Number

Fax

Numbers

Fax number of the Vendor

Email

Alphanumeric

Email id of the Vendor

CC Email

Alphanumeric

CC field of email

Account Number

Numbers

Account Number of the Vendor

Name On Check

Text

Name of the Vendor on the checks

Terms

Text

Terms related to Vendor

Credit Limit

Numbers

Credit Limit from the Vendor

Billing Rate

Numbers

Billing rate for the Vendor

Notes

Alphanumeric

Additional notes related to Vendor

Vendor Type

Text

Category of the Vendor

Vendor Tax Identifier

Alphanumeric

Tax id of the vendor or company

Balance

Numeric

Open Balance Amount

Is Vendor Eligible For 1099

True/False

It shows whether the vendor is applicable/eligible for 1099 or not

Shipping Address Line 1

Alphanumeric

1st Line of Shipping address

Shipping Address Line 2

Alphanumeric

2nd  Line of Shipping address

Shipping Address Line 3

Alphanumeric

2nd  Line of Shipping address

Shipping Address Line 4

Alphanumeric

2nd  Line of Shipping address

Shipping Address Line 5

Alphanumeric

2nd  Line of Shipping address

Shipping City

Text

City of the shipping address

Shipping State

Text

State of the Shipping State

Shipping Postal Code

Numeric

Postal code of the Shipping Address

Shipping Country

Text

Country of the Shipping Address

Shipping Note

Alphanumeric

Any additional notes related to Shipping

Vendor Address Line 1

Text

1st line of Vendor Address

Vendor Address Line 2

Text

2nd  line of Vendor Address

Vendor Address Line 3

Text

3rd  line of Vendor Address

Vendor Address Line 4

Text

4th line of Vendor Address

Vendor Address Line 5

Text

5th  line of Vendor Address

Vendor City

Text

City of the Vendor Address

Vendor State

Text

State of the Vendor Address

Vendor Postal Code

Numeric

Postal Code of the Vendor Address

Vendor Country

Text

Country of Vendor Address

Vendor Note

Alphanumeric

Additional notes for the Vendor

Is Active

True/False

It informs whether Vendor is active or not.

Import Settings

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

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.



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

I made Some Mistakes in the Import Process and my QuickBooks Reports have been Corrupted. Can I undo or Revert my Import?

It is possible to undo the import partially/ completely with the Delete feature available.

Do You have Any Sample Templates?

Yes, We do have. Sample Template

File Types Supported by Your Application?

XLS, XLSX, etc are Supported File Formats

Where to Contact if I am Stuck?

Feel free to drop an email to support@dancingnumbers.com or visit our dedicated Support Center at https://www.dancingnumbers.com/support/ for a quick answer.

Does Your App Support Taxes?

Yes, it does.

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