How to Import and Export QuickBooks Data with MS Excel Files?

by James Antonio

MS Excel is one of the main formats in which data is entered and you will often need to export or import the data in Excel format while using QuickBooks. So, let us see in the below write-up what are the options available for importing and exporting the data in QuickBooks in Excel format.

Importing Excel Files

There are several options for importing the MS excel data to and from QuickBooks like the standard option, advanced option, and Add/edit multiple lists. In this article, we will look into the standard option for importing the excel files:

To Import Customers, Vendors, Products

Step 1. First of all, go to File > utilities > import > and then excel files.

Step 2. Now select the type of data > a formatted excel spreadsheet will be opened > enter your data > save the file and close it> click on add my data now option.

Step 3. Review and verify the result and click on close.

To Import Chart of Accounts

Step 1. Click on List > Chart of Accounts > Accounts > click on Import from Excel.

Step 2. Click on Browse > choose the excel file you wish to import and click on Open > now the select the destination Excel sheet where you want your data to get imported.

Step 3. Now Map your accounts and select import and Yes to confirm the process.

Exporting the Excel Files

Customer/ Vendor/ Payroll List Export

Step 1. Click on customer /vendor / payroll centre > choose excel drop-down and choose the information you want to export.

Step 2. Now in the export window, choose whether you want to create the new worksheet or update an existing one. And at last, click on the export button.

Items Export

Step 1. Click on List > item list > Excel drop-down > choose export all items.

Step 2. Now in the export window, choose whether you want to create the new worksheet or update an existing one and click on the export button.


Is there some Data that cannot be imported when I import General ledger information from Excel to QuickBooks?

You will be able to import balances and details but individual transactions will not be imported.

Can Expenses be imported from Excel to QuickBooks?

Yes, you can import and track your expenses directly into QuickBooks Online.

What is the Process of Linking Excel to QuickBooks?

Click on QuickBooks Environment – production or sandbox and click Web login and sign in to QuickBooks, now choose a company to query data form and authorize Excel add-ins to access QuickBooks data.

Can I import (.qbb) Files in to Excel?

Click open the Excel > go to file > import > click on data tab ad choose from other sources option > click on ‘search for a…’ > and convert the QB file into excel and open the file.

How can I import (.qbm) Files without QuickBooks to Excel?

Click on Start on your computer > choose company file > choose the excel option to import the QBM file.

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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