How to Import Customer Credit Notes into QuickBooks?

With QuickBooks Online, you can easily import credit notes so you can have more time for your business. Here are […]

With QuickBooks Online, you can easily import credit notes so you can have more time for your business. Here are the steps you need to take.

Users are struggling with how to import Customer Credit Notes into QuickBooks no need to worry; this guide makes it easy for you. In this guide, we will walk you through quick and simple steps so that you can save your time and focus on other work for your business.

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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.

Things can be Imported into QuickBooks

The below-listed are the following things that you can import into QuickBooks with much ease:

  •  Supports Multi-currency.
  •  For Each Invoice, Credit Notes can be imported with Several line items OR as a Complete Value.
  •  VAT Codes are mapped so there’s no need to Update the VAT Codes before Importing into QuickBooks VAT Code Formats.

Important Note: It is recommended that a maximum of 100 credit notes can be imported at one point of time.

Quick and Simple Steps to Import Customer Credit Notes into QuickBooks

Check out the appropriate steps to import your credit notes. It is advisable for you to follow the steps in the given sequence order only. If you missed out any steps or do not go with the sequence order then import might not happen successfully and might give you errors. So do perform the steps with lots of attention. The steps involved:

Step 1: Open Your Import Credit Notes Tool

Open your Import Credit Notes Tool
  • Initially, Open Your QuickBooks
  • Next, Go to Gear icon that you can see on the top
  • Now, Under the Tools section select “Import Data” using the Drop-down
  • At last, Choose the option named “Import Credit Notes

Step 2: Next, You have to Upload Your CSV file

Open your Import Credit Notes Tool
  • The very First step is to Preview the Credit Notes that you wish to Import
  • When you Verified all the Mandatory Fields are Correct
  • Then Select Browse and Choose the File with an Extension .csv

Note: If no item is present QuickBooks will populate this field with a generic item called “Sales”

  • Now, You can see that there is Auto-create option
  • You can Create New line Items or Customers
  • In case, if you want Auto Create Line Item and/or Customers then you can check out the Applicable option
  • Once Find then Hit the “Next” option

Step 3: Map Column Headings

Map column headings
  • Firstly, Make sure that the Mandatory Fields must be marked with an asterisk (*)
  • Along with that other required Field must not be Present or “Not Applicable” should be Selected
  • Now, Choose the Format of the Date, i.e. DD/MM/YYYY that you’ve used
  • Next, Choose the VAT option if relevant; Inclusive or Exclusive.
  • In case, if VAT option is not Available or not Set up in QuickBooks
  • Then Map Your VAT Code on the Final Page of Mapping
  • And then Click on the “Next” button
  • If any Mapping Problems will be illustrated at this Point so You can go Back and Fix them.

Step 4: Import Credit Notes

Import Credit Notes
  • Once You are Completed the Mapping Section then an Import Summary will Appear on Your screen
  • Now, Click on the “Start Import” and the Process will Start Importing
  • Once the Import Process Completed then an Import Summary Display on the screen
  • In case, Any Credit Notes Fail to Import then make a Note Why it Happens
  • Next, Hit the “All Done” and then you get a Final Overview of Your Completion
  • Finally, Press the “Ok” Button to Complete the Process.

So, You can perform the above-mentioned carefully steps and import Customer Credit Notes into QuickBooks at ease.

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.


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.

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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

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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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