How to Import CSV into QuickBooks Desktop?

by James Antonio

CSV files can be understood as simple text files which include vital tabular data and each of its fields is at a distance with a comma separating them.

Similar to that of Google Spreadsheet or MS Excel Worksheet, CSV files can be pivotal for your business which brings in important data like transactions.

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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.

In QuickBooks, you can save CSV files, which has your important data and use them for the various activity or maintaining records. This article will help you to understand how to import CSV into QuickBooks Desktop.

What is Importing CSV into QuickBooks Desktop?

When it comes to maintaining data records for your business, CSV files becomes a vital element for the same. In QuickBooks, you would be able to import CSV files that include bank transactions, general journal entries, accountant’s changes, and batch transactions.

Few imports can also be that of your vendors and customers.

How to Import CSV into QuickBooks Desktop?

For importing a CSV format, the foremost thing to do is to start installing the QuickBooks Import Excel and CSV toolkit.

This QuickBooks Import Excel and CSV toolkit include a few of the important things that you would be needing for importing CSV files into QuickBooks Desktop.

Here’s what would you find in a typical QuickBooks Import Excel and CSV toolkit:

Import from Excel and CSV Manual:

Import from Excel and CSV Manual is a PDF formatted document that has various kinds of instructions, notes, and pointers on a few of the best practices.

CSV Examples Folder:

CSV Examples Folder would be containing 4 sample CSV files. Each CSV file in a CSV Examples Folder would be in respect to the type of list.

XLS Example Folder:

In an XLS Example Folder, you would find a sample Excel file which will an inclusive of 4 worksheets that belong to each type of list.

Allowed Fields:

Allowed fields can be understood as a reference guide which helps you to understand what kinds of fields are available for CSV import and Excel.

Now that you have an idea of what a QuickBooks Import Excel and CSV toolkit is all about, let’s get down to unlock the steps involved in how to import CSV into QuickBooks:

Steps to Import CSV Files into QuickBooks Desktop

Step 1: Click on the file download window for the toolkit and hit Save.

Step 2: Visit Windows Desktop and choose Save.

Step 3: Make a double click on QuickBooks_Import_Excel_and_CSV.exe and open the WinZip Self-Extractor window.

Step 4: Tap on Browse and locate the folder in which you wish to install the toolkit. Hit OK next to this.

Step 5: Choose to Unzip for extracting the contents and shut down the WinZip Self-Extractor window.

Step 6: Choose to open the QuickBooks Import Excel and CSV folder, which you shall find from the location where you had chosen to install the toolkit.

Alongside, importing CSV files into QuickBooks, it also gets important to understand how to export CSV files from QuickBooks.

Most often, you would be needing to export the list in the CSV format from QuickBooks when you don’t have MS Excel or you wish to view/edit the data with an alternative format. On QuickBooks, you can export three types of data, Customers and Vendors, Items, and Reports.

Steps to Export Customers and Vendors From QuickBooks

Step 1: Visit the Customer/Vendor Center.

Step 2: Hit the Excel drop-down and select Export Customer/Vendor list.

Step 3: Choose Export Transactions when you would be exporting transactions filtered by transaction type or name.

Step 4: Under the Export Window, select comma-separated values (.csv) file.

Step 5: Tap on Export and give the file a name and locate a destination to which you shall save the file. Once saved successfully, you can find it and edit it when needed.

Steps to Export Items

Step 1: Visit the Lists.

Step 2: Hit the Excel drop-down and select Export all Items.

Step 3: Under the Export Window, select comma-separated values (.csv) file.

Step 4: Tap on Export and give the file a name and locate a destination to which you shall save the file. Once saved successfully, you can find it and edit it when needed.

Steps to Export Reports

Step 1: Open Reports.

Step 2: Hit the Excel drop-down which you can easily locate at the top of the report.

Step 3:
Tap on Create New Worksheet.

Step 4: Under the Send Report to Export Window, select comma-separated values (.csv) file.

Step 5: Tap on Export and give the file a name and locate a destination to which you shall save the file. Once saved successfully, you can find it and edit it when needed.

Have you tried this before? If not, then it’s time to effortlessly import or export CSV files in QuickBooks.

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What types of Lists I can Import CSV Files into QuickBooks?

On QuickBooks, you can choose to import CSV files into QuickBooks for the following types of lists:

Chart of Accounts
Employees
Vendor types
Items
Shipping methods
To dos
Notes
Sales tax codes
Customers and customer: jobs
Other names
Classes
Payment terms
Customer messages
Sales reps
Vendors
Customer and job types
Payment methods
Budgets
Price levels

What types of Transactions I can Import CSV Files into QuickBooks?

On QuickBooks, you can import CSV files into QuickBooks for the following types of transactions:

Account beginning balances
Cash sales to customers
Checks
Deposits
Invoices
Account transfers of funds
Vendor bills
Cash refunds to customers
Credit card transactions
Estimates
Payments from customers
Vendor bill refunds
Credit card refunds to customers
Credit memos to customers
General journal entries
Purchase orders

Can I undo an Import once done on QuickBooks?

No. On QuickBooks, you cannot undo any information that you have imported and should consider keeping a backup in case you need 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

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

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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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

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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