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How to Import Credit Memo into QuickBooks Online using Dancing Numbers Online?

The Credit memo is used to track all the credits that you used to send your credit to the customer. […]


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The Credit memo is used to track all the credits that you used to send your credit to the customer. This way it becomes easy to keep track of it. It is also an essential thing to import into your QuickBooks account. So do automatic import credit memo into QuickBooks Online using Dancing Numbers Online. Implement the automatic process by just uploading the file of the credit memo. Also, provide the required information for the import process, and you are done. Let’s get started with the import process below after fulfilling the prerequisites.

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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.

Pre-requisites that is Required Before Processing the 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 the Credit Memo list into QuickBooks Online using Dancing Numbers Online

Follow the process to implement the import process without any issues:

  • Upload: Upload the credit memo transaction file into the Dancing Numbers Online then continue to the next step.
  • Mapping: After uploading the file, map the fields of your file according to the QuickBooks file format and also remove the fields that are not required.
  • Import: Now, review the data of the file that you are importing known as a preview. When everything is ok then clicks on the Import button to start the automatic import process.

Dancing Numbers Online Credit Memo Fields

Field NameFormatDescription
 No.21 CharactersMention the transaction number here. This is used for internal processing by default and QuickBooks also autogenerates the new value. You can also change it using the import settings.
CustomerCharactersMention the customer name in this field.
 DateDateProvide the date of the transaction for which you make the credit memo.
Memo4000 CharactersIt is the private note of the organization for the transaction. This memo note won’t be visible by default on your transaction records.
ShippingDecimalFor your transaction, provide the shipping amount here.
Sales Tax CodeCharactersMention the sales tax code that is related to this transaction.
Sales Tax AmountDecimalWrite the Sales tax amount that is related to the credit memo transaction.
Discount AmountDecimalHere mention the discount amount that you applied on the invoice. You can mention the amount or the percentage also if specified as it overrides the amount.
Discount PercentDecimalYou have to provide the discount percentage here by which the amount is decreased, from 0% to 100%. If you want to mention 5.5% then write 5.5, not 0.055. You can mention the amount or the percentage also if specified as it overrides the amount.
Discount AccountCharactersMention the discount account here.
Service DateDateYour service date from when the service is performing.
Product/ServiceCharactersMention the product / service name that you are taking.
Product/Service Description4000 CharactersWrite about the product / service you have taken.
Product/Service QuantityDecimalMention the quantity of the product / service in numbers.
Product/Service RateDecimalMention the rate of your product or service you are assigning a credit memo for.
Product/Service AmountDecimalIn this field, mention the total amount of your product / service for which you are creating a credit memo.
Product/Service TaxableBooleanIn this field, if it’s true then you have to mark the line amount for tax calculation.
Product/Service ClassCharactersMention the class name that is associated with this line.
Print StatusBooleanThis shows the print status.
Email StatusBooleanThis shows the Email status.
Message displayed on1000 CharactersThis shows the user-entered message to the customer and this message is visible to the end-user on the transactions.
LocationCharactersIf the location is provided or you can enter the location here.
Email100 CharactersMention the Email address and the format for this must be in RFC 822 standard.
Apply Tax After DiscountBooleanIn this field, if false or null then you have to calculate the sales tax. After that, apply discount. But if true then subtract the calculated sales tax.
Custom Field Name (1)15 CharactersMention the custom field name here.
Custom Field Value (1)31 CharactersMention the custom field value here.
Custom Field Name (2)15 CharactersMention the custom field name here.
Custom Field Value (2)31 CharactersMention the custom field value here.
Custom Field Name (3)15 CharactersMention the custom field name here.
Custom Field Value (3)31 CharactersMention the custom field value here.
Currency CodeCharactersWrite the currency reference where the amounts are expressed on the associated transactions.
Exchange RateDecimalIn this field the 1 is the default. It applicable when the multi-currency is shown for the company. The home currency unit number is equal to one unit of the currency that is specified by the field of currency code.

Importing a credit memo is also important if you have given it to any of your customers whose invoice is open for any reason. So, upload the file of the credit memo then click on import to automatically import it into your QuickBooks Online using Dancing Numbers Online. Feel free to connect with the expert team via email at support@dancingnumbers.com or LIVE CHAT to help in resolving issues or help you to easily do the import process.

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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.


What if I Miss any Credit Memo While Importing Credit Memos into QuickBooks Online using Dancing Numbers Online?

In this case, you are unable to track one of your open invoices whose credit memo data won’t import into your QuickBooks account. You can import it again using the same process.

How can I Check the Data before Importing to Know that I am Importing the Correct Data?

You can easily check it in the Preview step that came after mapping and before importing the data. In this you can check all the data and also can do changes as well. When you think that everything is good then imports the data into your QuickBooks Online account using Dancing Numbers Online.

Does it is Important that the Credit Memo File must be in Excel Format to Import Credit Memo into QuickBooks Online using Dancing Numbers Online?

Yes, It is important as Dancing numbers Online only supports Excel File formats. Such as .xlsx or .xls. If you have any other file format then first convert it and then import it.

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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