How to Import Bank Transactions into QuickBooks Desktop?

by James Antonio

If you are looking for the process steps to import Bank transactions into QuickBooks Desktop, you are at the right place. Importing Bank transactions directly to QuickBooks Desktop will save you from a lot of manual efforts and errors attached therewith.

You can import bank transactions through the Bank feed feature in QuickBooks. You should go for importing transactions because it will let you process bank and credit card transactions efficiently in a seamless manner and will let you focus on other business-related needs.

Setting up of Bank feeds Account

Step 1. First of all, you need to click on Banking and then go to Bank feeds.

Step 2. In this step, you need to click on ‘Set up Bank feeds for an account’ and then you should enter your bank’s name.

Step 3. After that, you need to go to the ‘Link your Accounts’ screen and choose the bank account that you wish to add to the QuickBooks.

Step 4. In the last step, you should follow the on-screen instructions and it will lead to the completion of the process.

Import the Bank Transactions with the help of .QBO file

Step 1. First of all, you need to sign in to your bank account and download the transactions as .QBO file.

Step 2. Now you should go to the File menu in your QBDT.

Step 3. In this step, you should click on Utilities > Import and then click again on Web Connect Files. After this, click open the .QBO file that you saved earlier.

Step 4. Choose your Bank account and click on continue. Once you see the dialogue box that tells you that data is successfully read into QuickBooks, you should click on OK.

Step 5. After the fourth step, you can go to the Bank Feeds centre to see the imported transactions.


Can I import Bank Transactions manually in QuickBooks?

You can go to Banking / Transactions menu > click on Link account drop-down and upload the file> browse the file you downloaded from the bank and click on next > choose the bank account in QuickBooks bank account drop-down and click on next. You need to follow the on-screen instructions to match the column on the file with the correct fields on QuickBooks and click on Next and then Let’s go.

Can I link my Credit Card to the QuickBooks?

Yes, you can do so by going to the Banking menu > and connect your bank accounts and upload the bank transactions. Once you connect the account the QuickBooks will automatically download and categorize the bank and credit card transactions for you.

What is the Bank Feed Feature QuickBooks Desktop?

The Bank feed feature lets you connect with the financial institution with which you have the bank accounts that you can download the bank transactions and use other online features.

What does manually-added from Bank feeds Denote in QuickBooks Online?

If the transactions are showing under the ‘for review’ tab on the Banking screen, then they are downloaded from your bank. And if the transactions are showing in the register, it denotes they are manually created.

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

img

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

img

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

img

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

img

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.

Most Recent Updates

Top