How to Import Checks into QuickBooks Desktop Using Dancing Numbers?

Import Checks into QuickBooks Desktop You can easily import Checks from Excel to your QuickBooks Desktop directly through Dancing Numbers […]

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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.

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 Desktop. Utilize import, export, and delete services of Dancing Numbers software.

*No credit card required

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

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.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

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

Call Now+1-800-596-0806