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 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.

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 Name	Format	Description
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 support@dancingnumbers.com or do a live chat for instant solutions.

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