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

The classes in QuickBooks help users to filter the data and get specific results. For this, classes are important attributes that must be present in the data entered in QuickBooks. Import classes into QuickBooks Online using Dancing Numbers. This helps you to import classes in bulk so that you can save time and get them to transfer easily without any issues.

If you have any files of classes and want to import them then here, you get to know the process of importing and the prerequisites that are required to import all the data.

Things Required Before Starting the Classes 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 Classes into QuickBooks Online using Dancing Numbers Online

To import classes into the QuickBooks Online account, you have to follow the process that is mentioned below in detail. Follow it and perform bulk import class data without wasting time, save money, no duplicate data, and without facing any issues.

Before proceeding to the import’s first step you have to sign in to Dancing Numbers Online with QuickBooks Online by clicking on Sign in with Intuit. After that click on the Import process and start following the below steps:

• Upload: To start the import process, click on the option Lists radio button then from the Other List heading, click on the Class option to move further. After this, click on the Browse option to open the file of the class list you want to import. Hit on the Open button. If there are multiple sheets then you have to choose the sheet named classes and click next to proceed further.
• Map: Now you have to map the fields as per the QuickBooks Online data file format. You have to fill the fields and then save the map settings for future importing. You can also click on the Auto match option to match the fields. Still, if some fields are empty then fill them out.
• Import: You can review the data that you are going to import from the selected file. After reviewing it you have to click on the Import button to start the import process.

When the import is done it shows you that “You have successfully imported class records in QuickBooks“. If there are any issues then it shows issues written in red color so that you can fix them. If not then click on done and you are all set. This way importing classes into QuickBooks Online using Dancing Numbers Online is an easy and time-saving process.

Import classes Fields in Dancing Numbers Online

Field Name	Format	Description
Name	Str 100	Mention the class name in this field.
Parent Ref	Str	The parent of the class can be multiple levels
Full Qualified Name	Str	Provide the full name of the class that includes parents i.e. West Coast: California: Mountain View
Active	Bool	Check that the class is enabled in your QuickBooks or not that mentions the values false or true.
Sub Class	Bool	Mention that the class is a subclass by mentioning the value true or false.

When you are done with the import classes into QuickBooks Online using Dancing Numbers Online then check all the data and make sure that you have imported your bulk data into the QuickBooks account. If you are facing any glitches while processing the software then connect with the Dancing Numbers helpdesk team. The team is here to help you 365 days a year. You can get in touch with professionals via email at support@dancingnumbers.com or do a live chat with them.

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