Import Checks into QuickBooks Desktop
You can easily import Checks from Excel to your QuickBooks Desktop directly through Dancing Numbers (Desktop). This tool is built exclusively for QuickBooks Desktop.
Dancing Numbers (Desktop) support QuickBooks Premier, Pro, Accountant, and Enterprise editions.
You can download a free trial of the software easily from the Dancing Numbers Website. Follow the below-mentioned steps to get step by a step installation procedure.
Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.
Basic Steps Import Checks into QuickBooks Desktop
Now, it’s easier to import with Dancing Numbers with the powerful and simplified wizard. To start the bulk import of your files data to QuickBooks follows the mentioned steps.
First of all click Import (Start) button available on the home screen.
Step 1 – For the selection of file click “Select your file“, you can also click “Browse File” to browse and choose the desired file from the local computer, alternatively you can click the “View Sample file” to go to the dancing number sample file.
Step 2 – Mapping: Now in the second step set up the mapping of the file column related to QuickBooks fields. Dancing Numbers template file do this step automatically, to use it download the Dancing Numbers template file.
Step 3 – Review and Import: To review your file data on the preview screen; just click on “next” which shows your file data before Importing to QuickBooks.
For more detailed instructions on the steps go through this article.
Mapping QuickBooks Fields
|Bank Account*||Reference Text, the max length should be 159 characters||Name of the Bank / Credit Card / Cash Account for transaction needs to be done.|
You can give the Account Name or Number.
|Payee*||Reference Text (Max Length: 41 Characters)||Vendor / Customer / Employee name needs to be mentioned for this transaction.|
You can match reference by
First Name, Full Name, Company Name, Account NO., Tax Id, Custom Field, Lookup (configured via Dancing Numbers)
|Check No||Text (Max Length: 20 Characters)||Transaction’s reference number.|
By default, this value is used only for internal processing by Dancing Numbers Transactions (Desktop), and QuickBooks auto-generates a new value. This can be changed in the import settings.
|Date||Date||The Date on which transactions has happened|
|Memo||Text (Max Length: 4095 Characters)||Transaction note|
|Total Amount||Decimal||The Total Amount of the Item. It is not needed Line Item Rate & if Line Item Quantity is present.|
|Vendor Address Line 1||Text (Max Length: 41 Characters)||Address’s first line|
|Vendor Address Line 2||Text (Max Length: 41 Characters)||Address’s second line|
|Vendor City||Text (Max Length: 31 Characters)||City name.|
|Vendor State||Text (Max Length: 21 Characters)||State within a country.|
|Vendor Postal Code||Text (Max Length: 13 Characters)||Postal code|
|Vendor Country||Text (Max Length: 31 Characters)||Country Name|
|Vendor Note||It should be in Text and Max Length should be 4095 Character||Note related to transactions.|
|Expense Account**||Reference Text (Max Length: 159 Characters)||Expense Account Name associated with the billing.|
Name or Account Number can be given.
|Expense Amount**||Decimal||The amount associated with this expense.|
|Expense Memo||Text and Max Length is 4095 Characters||Note related to expense|
|Expense Customer||Reference Text (Max Length: 209 Characters)||Reference to the Customer associated with the expense.|
|Expense Billable||Billable, Not Billable, HasBeenBilled||Billable status of the expense.|
|Item**||It needs to be in text||Name of the item.|
Item reference can be matched through Full Name, Custom Field, Lookup (configured via Import Settings)
|Description||Should be in Text and Max Length should be 4095 Characters||Item Description|
|Cost||Decimal||The Unit Price of the Item|
|Item Amount**||Decimal||The Total Amount of the Item. It is Not required if Line Item Rate & Line Item Quantity is available.|
|Item Sales Tax Code||Reference Text||sales Tax-related with product or service|
|Item Customer||Reference Text (Max Length: 209 Characters)||Reference to the Customer associated with the expense.|
|Item Billable||Billable, Not Billable, HasBeenBilled||The billable status of the item.|
|Unique ID||Internal QuickBooks ID||A unique number assigned by QuickBooks|
A host of powerful customizations for your file data is available with Import Settings on the Top Right Corner.
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.
Many users would have some questions while moving data to your QuickBooks Desktop. Some of the questions are mentioned below:
I want to Import Checks Payments including Checks Payments Numbers from the File. Will it be supported?
Yes. It will be supported.
Will your Application Support Multi-Line Transactions?
Yes. However, the same Checks payments Number required to mention in multiple lines to group the transactions.
I made some Mistakes in the Import Process and my QuickBooks Reports have been corrupted. Can I undo or Revert my Import?
It is possible to undo the import partially/ completely with the Delete feature available.
Does your App Support Taxes?
Yes. It supports
I don’t want to Create Products automatically for my Checks Payments, also I am unable to Create Products before each upload. Will it be supported?
Yes. It is. You can do auto-create unavailable products/ services or you can also skip it during the Import process.
My file has some Specific Date Format. I don’t want to Change the File. Will your Product Support all Date Formats?
No. It needs to specify the specific date format as MM/DD/YYYY
Do you have any Sample Templates?
Yes. We do have. Sample Template
File Types Supported by your Application?
XLS, XLSX, etc are Supported File Formats
Where to Contact if I am Stuck?
Feel free to drop an email to firstname.lastname@example.org