Pinterest

How to Import Bills into QuickBooks Online using Dancing Numbers Online?

Are you looking for the automated process to batch import bills into your QuickBooks Online account? This article is what […]


Free Trial Dancing Numbers Online
Voiced by Amazon Polly

Are you looking for the automated process to batch import bills into your QuickBooks Online account? This article is what all about. The bills can be imported with multiple lines and have information in each line such as bill number, date, and supplier. You have to import the bills into QuickBooks Online to track your sales tax and other reports.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.

Import bills Into QuickBooks online using Dancing Numbers Online software. this provides you with an automated process that helps you to save time and money that can be used anywhere else. The whole process is mentioned here and before that, you have to take care of the prerequisites that are required to run the software so that you can easily transfer your data without facing any kind of issues.

Things Required Before Starting the Bills 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.

What is the Process to Import Bills into QuickBooks Online using Dancing Numbers Online?

To process the Import procedure you have to connect the Dancing Numbers Online account to QuickBooks online. After that, you can start the process of importing data with an automated procedure by clicking on the Import button. The steps to process bills are as follows:

  • Upload: Upload the Bills file that has all the data stored in a manner. The file must be an excel spreadsheet or a text file. Click on the Upload button and then Browse the file and then open it to upload it. Now proceed to the next step to continue.
  • Mapping: When uploading is done correctly, map all the fields in a data file format so that you won’t lose any data or it won’t create any confusion or issues while or after importing.
  • Import: Now, review the mapped data and make changes accordingly if required. Then click on the Import button to start the automatic import process.

You have to let it be done and do your own things side by side. It let you know by notifying you when done. In the case of any error or issues, it shows on your screen so that you can fix them and proceed with the import process.

Import Bills Fields in Dancing Numbers Online

Field NameFormatDescription
Bill No21 CharactersMention the Bill Number for the transaction done. This number is used internally by QuickBooks for processing internally. After that, QuickBooks auto-generates the new value and you can change it in the import settings.
VendorCharactersMention the vendor’s name for the transaction done.
Bill DateDateThe bill date is mentioned by the user after happening the transaction.
Due DateDateProvide the due date for the payment to remember when the transaction is due.
Terms4000 CharactersMention reference that is related Reference to the terms for the Bill.
Mailing Address Line 1500 CharactersIt is the first line of the Mailing address for the invoice.
Mailing Address Line 2500 CharactersIt is the second line of the Mailing address for the invoice.
Mailing Address Line 3500 CharactersIt is the third line of the Mailing address for the invoice.
Mailing Address City255 CharactersMention the city’s name for your Mailing address.
Mailing Address Postal Code31 CharactersMention the zip code for your Mailing address.
Mailing Address Country255 CharactersMention the name of the country for your Mailing address.
Mailing Address State255 CharactersMention the name of the state for your Mailing address.
Memo4000 CharactersMention a note that is related to the bill transaction.
Category AccountCharactersReference to the Expense Account Name associated with the billing.
Category Description4000 CharactersFree form text description of the Expense.
Category Line AmountDecimalMention the category line amount in this field for the item.
Category Billable StatusBooleanIn the field if TRUE then it is Billable, If FALSE then it is Not Billable.
Category Markup PercentDecimalProvide the category markup value for the expense transaction.
Category CustomerCharactersReference to the Customer associated with the expense.
Category ClassCharactersMention the category class for the product.
Category TaxableBooleanIt if it is TRUE that means you are taxable.
Line Item or Product/ServiceCharactersIf you have any references then mention them here.
Line Item Description or Product/Service4000 CharactersDescription of the Item. It will be populated from the Item description entered in QuickBooks Online.
Line Item Quantity or Product/Service QuantityDecimalIn this field mention the quantity of product / service or item.
Line Item Rate or Product/Service RateDecimalWrite down the Line item or product / service rate.
Line Item Amount or Product/Service AmountDecimalProvide the Line item amount or the product / service amount according to the current price. The Total Amount of the Item. Not required if the Line Item Quantity & Line Item Rate is present.
Product/Service Expense AccountCharactersYou have to provide the expense account name or number that you have used in the product creation.
Line Item Billable Status or Product/Service Billable StatusBooleanIf it is TRUE then it is Billable; If it is FALSE then it is Not Billable.
Line Item Taxable or Product/Service TaxableBooleanIf you show it TRUE then apply the tax here.
Line Item Markup Percent or Product/Service Markup PercentDecimalMention the line item markup value or percentage for the product or item.
Line Item Customer or Billable Customer: Product/ServiceCharactersYou have to provide the customer name for the item or product / service.
Line Item Class or Product/Service ClassCharactersProvide the class name for the item or product / service.
LocationCharactersYou have to write the transaction’s location.
Currency CodeCharactersMention the transaction’s currency code here.
Exchange RateDecimalProvide the exchange rate of the currency you have for the home currency.

Bills files are essential to make correct reports and track your payments that are paid or due. You have to properly import bills into QuickBooks Online using Dancing Numbers Online. If you are facing any issues then contact the Dancing Numbers Online helpdesk team via email support@dancingnumbers.com or do a live chat with experts.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.


Frequently Asked Questions (Faqs)

Are there any Important Fields to be included in the Excel or Text File before Importing Bills into QuickBooks Online using Dancing Numbers Online?

Few fields that are required are mentioned here:

Bill Number
Bill Date
Supplier
Line Amount
Due Date
Line Tax Code
Account.

What can be Imported When You Import Bills into QuickBooks Online using Dancing Numbers Online?

Multiple line items can be easily imported.
The sales tax codes are mapped so you don’t have to change them for importing bills.
It supports multicurrency.

What if I have New Accounts or Suppliers in my Bill Transactions List? Can I Import Bills into QuickBooks Online using Dancing Numbers Online directly?

In this case, you are required to create or add the new account or supplier and then do process the import steps for transferring all the data properly.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

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

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

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

Dancing Numbers: Case Study

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.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Close X
Call Now+1-800-596-0806
Dancing Number

We value your privacy and are strongly against any kind of phishing, spam, and malware. We collect your information for our legitimate business purpose only. This information is safe with our in-built security.

X



    Top