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 Dancing Numbers (Desktop). This tool is built exclusively for QuickBooks Desktop.

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	Text	City of the shipping address
Ship State	Text	State of the shipping address
Ship Postal Code	Numeric	Postal code of shipping address
Ship Country	Text	Country of Shipping address
Ship Note	Text	Any additional comments related to shipping
Item	Alphanumeric	Item name
Description	Alphanumeric	Details of the item mentioned
Quantity	Numeric	Number of the items related to the transaction
U/M	Numeric	Unit of Measure
Amount	Numeric	Amount of the product/Item
Item Tax	Tax/Non Tax	Tax Associated/Applicable for the Item/Service
Rate	Numerical	Per Unit rate of the item
Unique ID	Internal 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.

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Many users would have some questions while moving data to your QuickBooks Desktop. Some of the questions are mentioned below: