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 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).

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.

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