How to Import Credit Memos into QuickBooks Desktop using Dancing Numbers

Import Credit Memos into QuickBooks Desktop You can easily import Credit Memos from Excel to your QuickBooks Desktop directly through […]

Import Credit Memos into QuickBooks Desktop

You can easily import Credit Memos from Excel to your QuickBooks Desktop directly through Dancing Numbers (Desktop). This tool is built exclusively for QuickBooks Desktop.

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

Dancing Numbers Importer 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.

Steps for Importing Credit Memos to 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 follow the mentioned steps.

First of all click Import (Start) button available on the home screen.

Step 1 – For the selection of files 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 Numbers 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 Name

Format

Description

Customer

It should be in text and the max length is 41 characters

Customer name for the transactions

Date

Date

The date on which transactions have happened.

Credit No

Needs to be Numeric

Reference number related to the transaction. By default, this value is used for internal processing by Dancing Numbers (Desktop), & QuickBooks auto-generate the new value which can be changed in import settings.

A/R Account

It should be in Text

Payments which the company received from the customers who purchased goods or services from the company.

Tax

It is in text

The tax which is paid

Memo

Text

The internal note is for the organization.

Customer Message

Text

Message from customer

Customer Tax Code

Text

Code of the tax given by the customer

Total Amount

Numeric

Amount paid by the customer

Billing Address Line 1

Text

The first line of address

Billing Address Line 2

Text

The second line of address

Billing Address Line 3

Text

The third line of address

Billing Address Line 4

Text

The fourth line of address

Billing Address Line 5

Text

The fifth line of address

Billing City

Text

City of Billing address

Billing State

Text

State of the billing address

Billing Postal Code

Numeric

Zip code

Billing Country

Text

Country of billing address

Billing Note

Text

To mention special comments

Ship Address Line 1

Text

The first line of shipping address

Ship Address Line 2

Text

The second line of shipping address

Ship Address Line 3

Text

The third line of shipping address

Ship Address Line 4

Text

The fourth line of shipping address

Ship Address Line 5

Text

The fifth line of shipping address

Ship City

TextCity of the shipping address
Ship StateText

State of the shipping address

Ship Postal Code

Numeric

Postal code of shipping address

Ship Country

TextCountry of Shipping address
Ship NoteText

Any additional comments related to shipping

Item

AlphanumericItem name
DescriptionAlphanumeric

Details of the item mentioned

Quantity

NumericNumber of the items related to the transaction
U/MNumeric

Unit of Measure

Amount

NumericAmount of the product/Item
Item TaxTax/Non Tax

Tax Associated/Applicable for the Item/Service

Rate

NumericalPer Unit rate of the item
Unique IDInternal QuickBooks ID

A 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 Credit Memos including Credit Memos Numbers from the File. Will it be supported?

Yes. It will be supported.

Will your application support Multi-Line Transactions?

Yes. However, the same Credit Memos Number is required to be mentioned in multiple lines to group the lines.

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 Credit Memos, 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

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