How to Import Bank Statements into QuickBooks Desktop Through Dancing Numbers?

by James Antonio

Import Bank Statements into QuickBooks Desktop

Now importing Bank statements into QuickBooks Desktop is easier. You can import your bank statements from Microsoft Excel to QuickBooks Directly through Dancing Number (Desktop) – which is one of the trusted bulk data automation tools created exclusively for QuickBooks.

Dancing Numbers (Desktop) supports editions such as QuickBooks Pro, Premier, Enterprise, and Accountant.

For the trial, you can download the trial version from the Dancing Numbers Website. To know more simply follow this article for installation steps.

Steps for Importing Bank Statements to QuickBooks Desktop

Enjoy Importing with Dancing Numbers Transaction with the help of our simplified and powerful Import wizard. Go ahead with and few simple step process to bulk import your file data to QuickBooks.

Click the Start button to Start Import process.

Click the Start button to Start

Step 1 – File Selection: “Select Your File” – You can either click “Browse File” to browse the file and after that select the file from the local computer folder or click “View Sample File” to go to Dancing Numbers sample file locally. Select “QuickBooks Transaction Type” as “Bank Statement” and Click Next to move further.

QuickBooks Transaction Type
  • Click OK to the message and Click Next
QuickBooks-Transaction-Type
  • The Next Screen will show you the File Preview and Click Next
File Preview and Click

Step 2 – Mapping: You can set up the mapping of the file columns related to QuickBooks fields available. This point will be automated for you if you use the Field Match Option or Load Map.

Map Fields For Bank Statement

Step 3 – Review & Import: You can review your file data in the Review Grid screen and you can make the necessary changes before Importing into QuickBooks.

File-Updates
  • Click Next to Import the Bank Statement into QuickBooks.

Note: If you’re Excel File has Missing Information such as Accounts, Names Etc. You will see another screen before the Import as Missing References to add/create new Accounts/Names Automatically. You can also click on Settings on the Top Right to set the Default.

Missing-References
Default Settings for missing items creation
Missing References Create Account
successfully imported
  • The last screen will show you the results of how many transactions were Imported and it will also show you the Error related to the Failed Transactions.

You can assume the below file format which needs to be import

file format

Save Log to see the records that did not Import

successfuly imported 19 of 20 Bank Statement

Make the changes required and Import Again

Make the changes required and Import Again

Finally, you are done.

Frequently Asked Questions

Most of us would have some questions while importing data to your QuickBooks Desktop. Some of them for your reference below:

Is it possible if I want to import Bank Statement with Check Numbers from the File? Will it be supported?
Yes. It is supported.

Will Dancing Numbers application support Multi-Line Transactions?
Yes. It will surely support Multi-Line Transactions.

I did some mistakes while Importing and my QuickBooks reports have been corrupted. Can I undo or revert my Import?
Yes, you can undo the import completely/partially with the Delete option.

Does Dancing Numbers support taxes?
Yes. It supports taxes.

My file contains a specific date format. However, I don’t want to change it. Will your product support all date formats?
No. You need to mention the date format is DD/MM/YYYY

Do you have any sample templates?
Yes. We do have. View Sample File

What are the various file types supported by your application?
File types supported by Dancing Numbers are CSV, XLS, XLSX, etc.

How do I report to you about issues if I am stuck?
Feel free to drop an email to support@dancingnumbers.com

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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