How to Import Customer and Jobs into QuickBooks Desktop?

by James Antonio

QuickBooks provides you the one of the best assistance to work in an organized way with the help of the latest tools and advanced features. QuickBooks provides you with many features using which anyone especially small and medium-sized business owners can efficiently manage the business. Sometimes import customers/jobs into QuickBooks Desktop can be a big question for everyone. No worries below information can help you to import Customer/Jobs into QuickBooks Desktop. Let’s get into the steps.

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Steps to import Customer/Jobs into QuickBooks Desktop

Importing of customers/jobs into QuickBooks Desktop can be done through two ways data mapping and copy and paste. Let’s see both methods one by one.

Method 1: Creating Data Mapping

Customers and jobs can be added in bulk into QuickBooks with data mapping features. Its features allow for data from a .csv file to e uploaded directly into QuickBooks. But before proceeding initial setup for creating the mapping template.

How to Create Initial Data Mapping

  • Export the data from MyVR(for customers, use financial summary or contacts )
  • Now open the QuickBooks desktop file
  • Choose the Customer to drop down through the navigation >>> select Customer Center
  • Now choose the excel under the customer center through the navigation bar
  • Select option Import from excel option from excel dropdown
  • Select No when the system will ask for the multiple list entries
  • Select Advanced report option available on the right side when another window will appear
  • Now, select the Browse option in Import a file model, and select the file which you want to import
  • Select the option Choosing a mapping and click Add new
  • Give the name to the mapping, make sure to give a descriptive name so that it can be easily searched mapping again
  • Now select the import option type option
  • Choose the column name under the import data column from the import which needs to be mapped to QuickBooks column
  • Now save the mapping
  • Finally, click on import

Reusing the Data Mapping

As long the imported files have the same column headers data mapping can be used again and again.

  • Locate and select the import the excel option from excel dropdown
  • Select no when a new window will appear asking about the multiple entries
  • Now select the Advanced import available on the right-hand side when a new model will appear
  • Choose the browse option and select the location the file which you want to import, under the import a file modal
  • Now select the mapping you want from choosing a mapping dropdown
  • Finally, click on import.

Method 2: Using Copy and Paste

Using copy and paste is another way for adding the customer or jobs in bulk to QuickBooks. Copy and paste is also a good option if QuickBooks customer fields are used.

  • Export the data from MyVR
  • Now open the QuickBooks Desktop file
  • Now go to navigation bar >>>customer drop-down and select customer center option
  • Select paste from the option under excel dropdown
  • Now select the list which needs to be added
  • Select customized column
  • Now inside the Customized columns, check the data columns data to match the data column from the file from where data has been copied
  • Select ok once the column matched
  • Now paste the data
  • Now finally, click save changes.

Mapping QuickBooks Fields

Fields Name

Format

Description

Customer Name

Text Format (Maximum length can be of 41 Characters)

Name of the Customer

Company Name

Should be in text format (Maximum length could be 41 Characters)

Name of the Company

Parent Customer

Text (Max length 41 Characters)

The immediate Parent of the Customer

Title

Text (Max length 15 Characters)

Title of the Customer (Mr./Mrs./Ms.)

First Name

Needs to be Text (Maximum  length 25 Characters)

First Name of the Customer

Middle Name

Text (Max length 5 Characters)

Middle Name of the Customer

Last Name

Should be Text (Max length not more than 25 Characters)

Last Name of the customer

Currency

Text (Max length 64 Characters)

Currency code for Customer Transactions

Account Number

Text (Max length 99 Characters)

Account Number

Customer Type

It should be Text (Not more than 159 Characters)

Type of the Customer

Open Balance Date

Date

Date of Open Balance

Opening Balance

Decimal

The opening balance amount or the amount which is unpaid by the customer

Tel Phone

Text (Max length 21 Characters)

A Telephone Number in free form

Main Phone

Text (Max length 21 Characters)

Main Contact number in free form

Job Title

Title should be in Text (Max length is 41 Characters)

Title of Job

CC email

Text (Max length 1023 Characters)

Carbon Copy Email address

Work phone

Text (Max length 21 Characters)

Work Space Contact Telephone Number

Main Email

Text (Max length 1023 Characters)

Primary Email Address

Fax

Text (Max length 21 Characters)

Fax Machine Telephone Number in free Form

Mobile

Text (Max length 21 Characters)

Mobile Number in free form

   

Billing Address 2

Text (Max length 41 Characters)

The Second Line of Billing Address

Billing Address 1

Text (Max length 41 Characters)

The First Line of Billing Address

Billing Address Country

The Billing Address should be Text (Max length not more than 31 Characters)

Name of the Country

Billing Address Postal Code

Text (Max length 13 Characters)

Postal Code (Zip Code for USA and Canada)

Billing Address City

Billing Address City should be in Text (Max length 31 Characters)

City Name

Billing Address State

Text (Max length 21 Characters)

The Region with a Country

Shipping Address Line 1

Text (Max length 41 Characters)

First Line of shipping address

Shipping Address Line 2

Text (Max length 41 Characters)

Second Line of shipping address

   

Shipping Address Country

Shipping Address should be in Text  and not more than 31 Characters

Name of the Country for Shipping Address

Shipping Address State

Text (Max length 21 Characters)

The Region within a Country

Shipping Address Postal Code

It should be in Text (Not more than 13 Characters)

Postal Code (Zip code for USA and Canada) for Shipping Address

Shipping Address City

Needs to be entered in Text (Max length should be 31 Characters)

City Name for Shipping Address

Preferred Payment Method

Text (Max length 31 Characters)

Preferred Payment Method

Preferred Delivery Method

Text (Max length 31 Characters)

Preferred Delivery Method

Price Level

Text (Max length 31 Characters)

Name of the Price Rule

Credit Limit

Decimal

 

Sales Rep

 

Name of sales representative connected to this customer

Jobs Description

Text

 

Job Type

Text

 

Job Status

Text

 

Job Start Date

Date 

Job Projected End date

Date

 
Job End date

Date

 

Class

Text (Max length 159 Characters)

 

Credit Card Number

Text

Credit Card Number is the Unique Number Imprinted on a Credit Card.

Resale no

Text (Max length 15 Characters)

 

Credit Limit

Decimal

Credit Limit is the Maximum Amount of Credit

Credit card Postal Code

Code should be in Text (Max length not should be more than 21 Characters)

Credit Card Postal Code is the ZIP Code Associated with a Credit Card’s Billing Address.

Credit Card Address

Text (Max length 41 Characters)

Billing Address is the Address Associated with Your Credit Card

Name on Card

Text (Max length 41 Characters)

Name on the Credit Card

Expiry year

Number

Credit Card Expiry Year

Expiry month

Number

Credit Card Month of the Expiry

Import Settings:

With import settings a host of powerful customization as per your requirement for your data is available. This may be available directly under the “Edit” menu in the menu bar. Some of the useful settings lists include below:

  • Pre-import Validation – You can easily validate the complete file before importing to QuickBooks, through turning on this message only after clearing all issues file rows will be imported in the file. Do remember that it may delay the report
  • Action when a matched list found – If there is an existing list found with the given name the related action needs to be taken. You can easily select the show warning/update an existing transaction in the QuickBooks.

Importing jobs/customers into QuickBooks is quite easier using the above steps. Importing the data make your work easy and save you time as you don’t have to start from the beginning. If this helps you drop your comments and reviews.

Accounting Professionals, CPA, Enterprises, Owners

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 1800-689-5491 or chat with experts.

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

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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

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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