How to Import a CSV File into QuickBooks Online?

by James Antonio

A CSV file or comma-separated file is used for importing bank transactions in QuickBooks Online. A CSV file is nothing but a text file consisting of data in a tabular format. Each field is separated by a comma. You can import CSV files in QuickBooks Online easily with the help of QuickBooks import Excel and CSV toolkit. So, for this purpose, first, we will have to install the QB import Excel and CSV toolkit and then proceed further.

Steps to Import the CSV file into QuickBooks Online

Step 1. First of all, open the toolkit download file window and click on save.

Step 2. Choose the location as your windows desktop and click onsave again

Step 3. In this step, double click on the .exe file so that the WinZip self-extractor window can get opened.

Step 4. Now click on browse and choose the location where you wish to install the toolkit and click on OK.

Step 5. After this step, click on unzip to extract the content and close the self-extractor window. And open the QuickBooks import excel and CSV folder from the location you saved it earlier.

Once you download the toolkit, there will be a PDF document in it for importing Excel and CSV files with all the instructions, best practices, and notes. Now let us refer to some frequently asked questions by the users to have more clarity around the topic and related things.


How can I manually Import Transactions into QuickBooks Online with the help of CSV file?

Yes, you need to first download the transfer file from your bank and from the banking centre, open the drop-down menu and click on File upload, now click on browse to choose the CSV file. After that, open QuickBooks and select the account you wish to upload the transactions into. Now check and verify the mapping and select the transactions for import and click on save.

What is the Process of Manual Account Reconciliation in QuickBooks Online?

You need to click on settings (gear icon) > Tools > and then reconcile. Now select the account for reconciliation by clicking on the drop-down menu against the account. Enter the ending balance and date based upon the bank statement information and match transactions to your bank statement manually.

What is the Process of Importing Credit Card Transactions in QuickBooks Online?

Click on Banking >Bank feeds > banking centre > click on the bank account you want to connect. Now click on download transactions to receive the list of transactions and click on synchronize and click on sync all for this bank, type your PIN or password, and click on OK.

How can I Reclassify Transactions in QuickBooks Online?

You can do so by clicking on the accountant tools icon in QuickBooks Online and then choose Reclassify transactions. Click on find transactions, choose the box of transactions you wish to change, and click reclassify, choose a new account to move the transaction, and click on apply.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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