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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 […]

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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.

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

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 NameFormatDescription
NameStr 100Mention the class name in this field.
Parent RefStrThe parent of the class can be multiple levels
Full Qualified NameStrProvide the full name of the class that includes parents i.e. West Coast: California: Mountain View
ActiveBoolCheck that the class is enabled in your QuickBooks or not that mentions the values false or true.
Sub ClassBoolMention 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.

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
+1-347-428-6831 or chat with experts.



Frequently Asked Questions (Faqs)

Can Anyone use the Dancing Numbers Online Software?

The users who are using QuickBooks Online can use Dancing Numbers Online by using login credentials. The users who are using QuickBooks Desktop can use Dancing Numbers Desktop to import, export, or delete data to and from the QuickBooks account.

Which File Formats are Supported by Dancing Numbers Online to Import Classes into QuickBooks Online using Dancing Numbers Online?

The file formats that are supported by Dancing Numbers Online are .xls, .txt, and .xlsx files. If you have files in any other format then change the format and then do import them easily.

What if I didn’t Import Classes into QuickBooks Online using Dancing Numbers Online?

The classes are important as it represents the product lines and store departments of the company. You can use classes to filter data whenever required if you have added classes to your QuickBooks account.

How to use Classes in QuickBooks after Importing Classes into QuickBooks Online using Dancing Numbers Online?

After importing turn on the feature of classes into your QuickBooks account. After that, you can assign the classes to the transactions so that you can get the filtered data on the basis of classes.

Why use the Class for Tracking that Influence You to Import Classes into QuickBooks Online using Dancing Numbers Online?

The class tracking uses to track the following things such as:

A. Separate properties
B. Account balances by department
C. Business office or location
D. Any other breakdown related to your business.

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

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

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

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

Dancing Numbers: Case Study

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.

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