The checks are created manually or when you have done any purchases with a hand-written check. These hand-written checks need to be entered into the QuickBooks account. So if you have any data on these kinds of checks offline then import checks into QuickBooks Online using Dancing Numbers Online. You can import bulk checks much quicker without facing any issues.
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.
Importing checks helps you in keeping your account up to date which helps you in making your reports with accurate data. Do import by following the steps mentioned below and before that fulfill all the requirements to run the Dancing Numbers software.
Things Required Before Starting the Checks 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.
Steps to Import Checks into QuickBooks Online using Dancing Numbers Online
For importing checks into QuickBooks Online using Dancing Numbers Online, here is the process explained in 3 main steps. Follow it to transfer your data whether it is in bulk or a single transaction.
Open Dancing Numbers Online software then connect it with your Intuit’s QuickBooks Online account. Further, follow the steps mentioned here to get it started:
- Upload: To import checks, go to your transaction list and choose the checks option. Next, click on the Browse option to search for the file of checks that you want to import. If a file already exists, select it and click on the Open button to upload a file into the software.
- Map: Fill in the fields according to the QuickBooks Online file format and then save your mapping settings for further use. Then repeat for a specific account.
- Import: You have to review all the data before importing it. There’s an Import button on the left of the screen that starts a data import process. With this button, you can choose accounts to view in detail.
If you see the Successfully Imported message, then you know that all of your checks transactions are successfully imported. If some imports fail and have red text, they must be fixed before importing into QuickBooks Online using Dancing Numbers Online. Once those imports are done, you’ve imported everything ready to start using against your company.
Import Checks Fields in Dancing Numbers Online
|Check No||21 Characters||Provide the check no that must not be similar to any other number. It must be unique that help you in locating the check into your account.|
|Payee||Characters||You have to mention the name of the payee that can be an employee, vendor, or customer for this transaction.|
|Account||Characters||Type the bank account, cash account, or credit card account name here in this field for the specific transaction.|
|Payment Date||Date||The date entered by the user when this transaction occurred.|
|Mailing Address Line 1||500 Characters||It is the first line of the Mailing address for the invoice.|
|Mailing Address Line 2||500 Characters||It is the second line of the Mailing address for the invoice.|
|Mailing Address Line 3||500 Characters||It is the third line of the Mailing address for the invoice.|
|Mailing Address City||255 Characters||Mention the city’s name for your Mailing address.|
|Mailing Address Postal Code||31 Characters||Mention the zip code for your Mailing address.|
|Mailing Address Country||255 Characters||Mention the name of the country for your Mailing address.|
|Mailing Address State||255 Characters||Mention the name of the state for your Mailing address.|
|Memo||4000 Characters||Type a note that is related to the check transaction and is not going to display on your check.|
|Category Account||Characters||Provide the reference to the Category Account Name associated with the checks.|
|Category Description||4000 Characters||In this field you have to mention the description for the category of checks.|
|Category Line Amount||Decimal||Mention the category line amount in this field for the check.|
|Category Billable Status||Boolean||In this field, if it is TRUE then it is Billable and If it is FALSE then it is Not Billable.|
|Category Markup Percent||Decimal||In this field, mention the check transaction’s category markup percent that is in decimal format.|
|Category Customer||Characters||Customer reference for the check to whom it is related.|
|Category Class||Characters||Type the class of the check that you are importing.|
|Category Taxable||Boolean||If the taxable category is TRUE then you are taxable.|
|Line Item or Product/Service||Characters||Mention the line item here in this field related to checks.|
|Line Item Description or Product/Service Description||4000 Characters||Provide the description of product / service or item for which you have created the check.|
|Line Item Quantity or Product/Service Quantity||Decimal||Provide the quantity of product / service or item for which you have created the check.|
|Line Item Rate or Product/Service Rate||Decimal||Provide the rate of product / service or item for which you have created the check.|
|Line Item Amount or Product/Service Amount||Decimal||Provide the amount of product / service or item for which you have created the check according to the current price. The Total Amount of the Item. Not required if the Line Item Quantity & Line Item Rate is present.|
|Line Item Billable Status or Product/Service Billable Status||Boolean||In this field, you get to know about the status with the following- If it is TRUE then it is Billable; If it is FALSE then it is Not Billable.|
|Line Item Taxable or Product/Service Taxable||Boolean||If you show it TRUE then apply the tax here for the item / product / service.|
|Print Status||Characters||In case the check is paid, complete, done, or paid completely then mark it TRUE to enable the option To be printed|
|Line Item Markup Percent or Product/Service Markup Percent||Decimal||Mention the line item markup value or percentage for the product or item.|
|Line Item Customer or Billable Customer: Product/Service||Characters||Mention the name of the customer for whom you created the check for the item or product / service.|
|Line Item Class or Product/Service Class||Characters||Provide the class name for the check transaction.|
|Location||Characters||Mention the location according to the checks you are importing.|
|Currency Code||Characters||Write the currency reference where the amounts are expressed on the associated transactions.|
|Exchange Rate||Decimal||Write the given currency’s exchange rate that is against the home currency.|
After the automated process is finished, review the data. While the automatic process is running, you can invest your time in other important things related to your business. If there are any issues or glitches with the process, connect with the Dancing Numbers expert team. If you want to invest your time in other important tasks, then use this platform for processing a large number of deposits in minutes. Connect with experts whenever required via email at firstname.lastname@example.org or do a live chat for instant solutions.
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)
Can Anyone use the Dancing Numbers Online Software?
The users who are using QuickBooks Online can use Dancing Numbers Online by using login credentials. The users who are using QuickBooks Desktop can use Dancing Numbers Desktop to import, export, or delete data to and from the QuickBooks account.
Can I use Any Edition of QuickBooks Online with Dancing Numbers Online?
Yes, you can use any edition of QuickBooks Online with Dancing Numbers Online whether you want to import, export, or delete the data to and from QuickBooks Online.
When Can I use the Online Version of Dancing Numbers with QuickBooks Online?
You can use Dancing Numbers Online with QuickBooks Online whenever you want to import, export, or delete the data to and from your QuickBooks account. It helps you in the bulk transfer or deletes data with customizations or using filters. This results in the successfully transferring of data without having any duplicate data or errors.
In Dancing Numbers Online Which File Format is Supported while Importing Checks into QuickBooks Online using Dancing Numbers Online?
In Dancing Numbers Online, the file type supported is a text file or Microsoft Excel file format. In case you have any other file formats then convert them and then use them with Dancing Numbers Online software.