Pinterest

How to Import Credit Card Credits into QuickBooks Online using Dancing Numbers Online?

Credit card credits are done for the charge and the payments both whenever you choose the credit card line item. […]


Free Trial Dancing Numbers Online
Voiced by Amazon Polly

Credit card credits are done for the charge and the payments both whenever you choose the credit card line item. You have to create this account to record it in case you receive credit card credits from anyone. So, you have to import Credit Card Credits into QuickBooks Online using Dancing Numbers. With this process, you can transfer your data conveniently and automatically. You are required to follow the procedure that is mentioned in this article and save your time. Make sure that you can connect the QuickBooks with Dancing Numbers to import the data easily.

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.

Let’s get started with the time-saving software that has 3 basic steps to get it done.

Things Required Before Starting the Credit Card Credits 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.

How to Import Credit Card Credits into QuickBooks Online using Dancing Numbers Online?

To start this process connects Dancing Numbers Online with your QuickBooks Online. Now, go to the Import button to get into importing process. To import your credit card credits for future use and accurate reports, follow the steps mentioned here:

  • Upload: In order to import the credit card credits file, you have to choose Transactions and then click on Credit Card Credits. Then under “Browse” find the file and click on Open. In your software, open the file and let it compute your numbers.
  • Map: Fill out the mandatory fields to input your information. After that, you can choose the appropriate fields according to the QuickBooks Online Data File Format. Once it is set up and ready, be sure to save it before moving on.
  • Import: You need to check that the file you want to import is geared towards the task before running it. After that, click on the Import button and the automatic process begins.

Check the success of the import by reviewing lines written in red. Any issues that arise during the import process should be removed and addressed before continuing. After importing credit card credits into QuickBooks Online using the Dancing Numbers Online process successfully, you get notified within the import screen.

Import Credit Card Credits Fields in Dancing Numbers Online

Field NameFormatDescription
Ref No21 CharactersMention the transaction’s number as ref no. of the credit card credits.
PayeeCharactersProvide the name of the vendor for this transaction.
AccountCharactersName of the Bank / Credit Card / Cash Account for this transaction.
Payment DateDateThe date entered by the user when this transaction occurred.
Memo4000 CharactersThe Note about the Bill Transaction.
Expense AccountCharactersReference to the Expense Account Name associated with the billing.
Expense Description4000 CharactersFree form text description of the Expense.
Expense Line AmountDecimalThe amount of the line item.
Expense Billable StatusBooleanThe billable status of the expense. TRUE if Billable, FALSE If Not Billable.
Expense Markup PercentDecimalThe Markup value in Percentage for the Expense.
Expense CustomerCharactersReference to the Customer associated with the Expense.
Expense ClassCharactersReference to the Class for the Expense.
Expense TaxableBooleanApply the tax if it is TRUE.
Line Item or Product / ServiceCharactersIf you have any references then mention them here.
Line Item Description or Product / Service Description4000 CharactersDescription of the Item. It will be populated from the Item description entered in QuickBooks Online.
Line Item Quantity or Product / Service QuantityDecimalIn this field mention the quantity of product / service or item.
Line Item Rate or Product / Service RateDecimalWrite down the Line item or product / service rate.
Line Item Amount or Product / Service AmountDecimalProvide the Line item amount or the product / service amount according to the current price. The Total Amount of the Item. Not required if the Line Item Quantity & Line Item Rate is present.
Line Item Billable Status or Product / Service Billable StatusBooleanIf it is TRUE then it is Billable; If it is FALSE then it is Not Billable.
Line Item Taxable or Product / Service TaxableBooleanIf you show it TRUE then apply the tax here.
Line Item Markup Percent or Product / Service Markup PercentDecimalMention the line item markup value or percentage for the product or item.
Line Item Customer or Billable Customer: Product / ServiceCharactersYou have to provide the customer name for the item or product / service.
Line Item Class or Product / Service ClassCharactersProvide the class name for the item or product / service.
LocationCharactersYou have to write the transaction’s location.
Currency CodeCharactersMention the transaction’s currency code here.
Exchange RateDecimalProvide the exchange rate of the currency you have for the home currency.

You can easily import credit card credits into QuickBooks Online using Dancing Numbers. The content must be damage-free, error-free, and able to be read by retail partners. Online support is available 365 days a year. You can connect with them via email at support@dancingnumbers.com or do a live chat with professionals to get your issues resolved.

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.


Frequently Asked Questions (Faqs)

What if there is an Error Saying no Product/service/item match found in the process Import Credit Card Credits into QuickBooks Online using Dancing Numbers Online?

In this, check 2 things:

a. Import setting for Auto-Create List Entities that must be Turned On.
b. Check the product name that must be valid.

What are the Settings that I have to Change for not getting Business Validation Errors related to Customers While Running Import Credit Card Credits into QuickBooks Online using Dancing Numbers Online?

For this, go to the import settings and enable the make expenses and items that are billable. After that, enable the track of the expenses and items by the customer.

Can I Import Bulk Data of Credit Card Credits into QuickBooks Online using Dancing Numbers Online in any file format?

Yes, you can easily import bulk data using the Dancing Numbers Online software. The file type that is supported to import, export, or delete your data using this software is a text file or excel file format.

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

img

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

img

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

img

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

img

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.

Close X
Call Now+1-800-596-0806
Dancing Number

We value your privacy and are strongly against any kind of phishing, spam, and malware. We collect your information for our legitimate business purpose only. This information is safe with our in-built security.

X



    Top