How to Import Checks into QuickBooks Desktop Using Dancing Numbers?

by James Antonio

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.

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 number 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

Field NameFormatDescription
Bank Account*  Reference Text, the max length should be 159 charactersName 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  DateThe Date on which transactions has happened
Memo  Text (Max Length: 4095 Characters)  Transaction note
Total Amount  DecimalThe 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 CharacterNote 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**  DecimalThe amount associated with this expense.
Expense Memo  Text and Max Length is 4095 CharactersNote related to expense
Expense Customer  Reference Text (Max Length: 209 Characters)  Reference to the Customer associated with the expense.
Expense Billable  Billable, Not Billable, HasBeenBilledBillable 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 CharactersItem Description
Quantity  DecimalItem’s Quantity.
U/M  TextMeasuring Unit
Cost  DecimalThe Unit Price of the Item
Item Amount**  DecimalThe Total Amount of the Item. It is Not required if Line Item Rate & Line Item Quantity is available.
Item Sales Tax Code  Reference Textsales 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, HasBeenBilledThe billable status of the item.
Unique ID  Internal QuickBooks IDA unique number assigned by QuickBooks

Import Settings

A host of powerful customizations for your file data is available with Import Settings on the Top Right Corner.

FAQ’s

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 support@dancingnumbers.com

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

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.

Dancing Number

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