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

The checks are created manually or when you have done any purchases with a hand-written check. These hand-written checks need […]

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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.

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.

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

Field NameFormatDescription
Check No21 CharactersProvide 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.
PayeeCharactersYou have to mention the name of the payee that can be an employee, vendor, or customer for this transaction.
AccountCharactersType the bank account, cash account, or credit card account name here in this field for the specific transaction.
Payment DateDateThe date entered by the user when this transaction occurred.
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 CharactersType a note that is related to the check transaction and is not going to display on your check.
Category AccountCharactersProvide the reference to the Category Account Name associated with the checks.
Category Description4000 CharactersIn this field you have to mention the description for the category of checks.
Category Line AmountDecimalMention the category line amount in this field for the check.
Category Billable StatusBooleanIn this field, if it is TRUE then it is Billable and If it is FALSE then it is Not Billable.
Category Markup PercentDecimalIn this field, mention the check transaction’s category markup percent that is in decimal format.
Category CustomerCharactersCustomer reference for the check to whom it is related.
Category ClassCharactersType the class of the check that you are importing.
Category TaxableBooleanIf the taxable category is TRUE then you are taxable.
Line Item or Product/ServiceCharactersMention the line item here in this field related to checks.
Line Item Description or Product/Service Description4000 CharactersProvide the description of product / service or item for which you have created the check.
Line Item Quantity or Product/Service QuantityDecimalProvide the quantity of product / service or item for which you have created the check.
Line Item Rate or Product/Service RateDecimalProvide the rate of product / service or item for which you have created the check.
Line Item Amount or Product/Service AmountDecimalProvide 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 StatusBooleanIn 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 TaxableBooleanIf you show it TRUE then apply the tax here for the item / product / service.
Print StatusCharactersIn 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 PercentDecimalMention the line item markup value or percentage for the product or item.
Line Item Customer or Billable Customer: Product/ServiceCharactersMention the name of the customer for whom you created the check for the item or product / service.
Line Item Class or Product/Service ClassCharactersProvide the class name for the check transaction.
LocationCharactersMention the location according to the checks you are importing.
Currency CodeCharactersWrite the currency reference where the amounts are expressed on the associated transactions.
Exchange RateDecimalWrite 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 support@dancingnumbers.com or do a live chat for instant solutions.

Accounting Professionals, CPA, Enterprises, Owners

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
+1-347-428-6831 or chat with experts.


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.

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

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

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

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

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

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.

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