When importing bill payments into QuickBooks Online, information such as number, date, customer, and so forth is recorded in each line. This way you can generate reports and track profits. To import bill payments without any difficulty, you need to fulfill certain prerequisites similar to the steps described here.
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Things Required Before Starting the Bill Payments Import Process
Connect QuickBooks Online to Dancing Numbers Online via QuickBooks AppStore. Just click on “Get App Now” to start using the Dancing Numbers Online application program. You can also start the 7 Days Free Trial if you are not subscribed for Dancing Numbers Online yet.
How to Import Bill Payments into QuickBooks Online using Dancing Numbers Online?
To import bill payments login Dancing Numbers Online with QuickBooks Online account credentials. After that choose the service Import and now follow the below-mentioned steps:
- Upload: It helps you to upload the bill payments file by clicking on the Browse button. Choose the bill payments file and then click on upload. Continue to the next step.
- Mapping: In mapping, you have to map the fields of the file you uploaded according to the QuickBooks file format. This helps the software to easily import all the data.
- Import: When done with mapping, review the data that you are going to import. After reviewing, you have to click on the import option that starts the automatic import process.
When the import bill payment into QuickBooks Online using the Dancing Numbers Online process is done then it notifies you. If there are any issues then it also notifies and mentions the problem statements so that you can fix them and then successfully import the data.
Import Bill Payments Fields in Dancing Numbers Online
|Ref No||21 Characters||You have to mention the reference number for the bill payment transaction.|
|Vendor||Characters||Provide the Vendor’s name for this transaction.|
|Payment Date||Date||Write down the payment date for the transaction that is mentioned by the user.|
|Bank or CC Account||Characters||Do type the credit Card account name or the bank account name that is used for the transaction.|
|Memo||4000 Characters||You have to mention the things in this memo field about the bill payments.|
|Bill No||Characters||Mention the reference number for the bills.|
|Amount||Decimal||The Total Amount of the Bill Payment.|
|Currency Code||Characters||The Currency Code for this Bill Payment.|
|Exchange Rate||Decimal||The Exchange Rate of the given currency against the home currency.|
|Print Status||Boolean||The Print Status of the Bill Payment.|
The bill payments are important for QuickBooks so you can easily track your cash flow and expenses that help make correct financial reports. Follow the procedure to import bill payments into QuickBooks online using Dancing Numbers. If you have any glitches then connect with the Dancing Numbers experts available via Live chat or email at email@example.com.
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+1-347-428-6831 or chat with experts.
What if it Shows the Error that the Currency is not Valid for the Account, Customer, or Vendor When you started the Import Bill Payments into QuickBooks Online using the Dancing Numbers Online process?
For this, you are required to update the currency according to the QuickBooks in the field of currency and then again try to import the process.
Why import Bill Payment in QuickBooks Online using Dancing Numbers Online?
Importing bill payments into QuickBooks Online helps in managing your cash flow. As it provides more flexibility that helps you to pay the bills directly from your QuickBooks account. Import it using Dancing Numbers Online software as it provides the automatic process that helps you to do it faster than the manual process.
What if I get an Error that says Unsupported Currency Type When You Import Bill Payments into QuickBooks Online using Dancing Numbers?
In this case, you have to mention the correct currency code according to the data. So do correct the currency code so that you won’t get any issues and the automatic bulk import process can be done conveniently.