Let’s learn how to Import a Customer list into QuickBooks Online using Dancing Numbers Online in a convenient and automated way. Simple steps are mentioned in this article that helps you to import your customers’ details into your QuickBooks account. Importing of customer list is required when you have a list of customers or you have any previous software program, where you want to get your customer details/data from and bring that to your QuickBooks Online account.
Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.
What are the Requirements Before Processing the Import Process?
- Get the Dancing Numbers Online application by going to https://online.dancingnumbers.com/ from your web browser.
- Connect Dancing Numbers Online app with QuickBooks Online application.
Steps to Import Customers List into QuickBooks Online using Dancing Numbers Online
- Upload: After logging in to Dancing Numbers Online, click on the Import button to start the import process. Select option Customer after that choose the file of customers to upload the excel file.
- Mapping: It is required to map the fields according to QuickBooks Online application so that all the data is imported in right place.
- Import: When done with the above process, click on the Import button and it automatically imports the entire customer list into QuickBooks Online.
|Title||Characters||Write the title for the customer so that customer understands it.|
|Company||50 Characters||Mention the company association name connected with the customer.|
|First Name||25 Characters||Mention the customer’s first name.|
|Middle Name||25 Characters||Mention the customer’s middle name.|
|Last Name||25 Characters||Mention the customer’s last name.|
|Suffix||10 Characters||Suffix of the name.|
|Display Name As||100 Characters||You have to write down the organization or customer name that is going to display in your QuickBooks Online account. This name must be unique that won’t clash with anyone else. Or you can also mention your project name.|
|Print On Check As||100 Characters||Name of the Customer or organization as printed on a check. If it is not provided, this is populated from Display Name.|
|Customer Type||100 Characters||Mention customer types such as Basic, Premium, etc.|
|Is Project||Boolean||TRUE: If it is a Project|
|Billing Address Line 1||500 Characters||It is the first line of the billing address to mention the address.|
|Billing Address Line 2||500 Characters||It is the second line of the billing address to mention the address.|
|Billing Address Line 3||500 Characters||It is the third line of the billing address to mention the address.|
|Billing Address City||255 Characters||Name of your City.|
|Billing Address Postal Code||31 Characters||Mention your zip or postal code for Canada and USA.|
|Billing Address Country||255 Characters||Country Name according to your address.|
|Billing Address State||255 Characters||Write state or region within your country. For Ex: State Name for the USA, Province name for Canada.|
|Shipping Address Line 1||500 Characters||It is the first line to mention the Shipping Address.|
|Shipping Address Line 2||500 Characters||It is the second line to mention the Shipping Address.|
|Shipping Address Line 3||500 Characters||It is the third line to mention the Shipping Address.|
|Shipping Address City||255 Characters||Mention Shipping Address City in this field.|
|Shipping Address Postal Code||31 Characters||For Shipping Address mention Postal code (Zip code for USA and Canada).|
|Shipping Address Country||255 Characters||Name of the country for Shipping Address.|
|Shipping Address State||255 Characters||Region within a country. Ex: State Name for the USA, Province name for Canada.|
|Phone||21 Characters||Mention the number of the telephone in free form.|
|Mobile||21 Characters||Mention the mobile number in free form.|
|Fax||21 Characters||Mention the fax machine number in free form.|
|Other||21 Characters||Any other contact information if any.|
|Website||1000 Characters||Mention the URL of your Website.|
|100 Characters||Mention your correct email address.|
|Terms||Characters||In this mention reference that is related to the customer.|
|Preferred Payment Method||Characters||Choose the payment method that you want to use.|
|Tax Resale No||15 Characters||Mention the Tax Resale no of the customer.|
|Tax Code||Characters||Write down the Tax code (Default) of the customer.|
|Preferred Delivery Method||Characters||Choose the way of delivery you preferred.|
|Bill With Parent||Boolean||Mention TRUE or FALSE. TRUE, when you bill the customer with the parent. FALSE, when you bill the customer without a parent.|
|Parent Customer Name||Characters||Type the Parent Customer Name or you can also type the customer name that is attached with the project.|
|Balance||Decimal||In the Balance field, enter the unpaid amount by the customer or the open balance amount of the customer.|
|Open Balance Date||Date||Mention Open Balance Date.|
|Notes||2000 Characters||Describe the customer in free form text.|
|This customer is taxable||Boolean||The customer is taxable if it is written as TRUE.|
|Currency Code||Characters||In this you, you get the customer transaction’s currency code.|
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+1-800-596-0806 or chat with experts.
Can I Import the CSV Customer List into QuickBooks using Dancing Numbers Online?
Yes, you can import it but first, you need to open the .csv file save it as excel file. After that, you can import the customer list into QuickBooks Online using Dancing Numbers Online.
Is this a Manual way or an Automatic way When you Import a Customer List into QuickBooks Online using Dancing Numbers Online?
This is an automatic way when you do it using the Dancing Numbers Tool. you just have to log in to Dancing Numbers Online and QuickBooks Online. Then follow a few steps like upload, map, and then click import. The whole import process is done automatically.
How much time does Dancing Numbers Software take to Import a Customer List into QuickBooks Online?
The time for the import process depends upon the data you are importing. If you are importing a huge number of data then it may take a little longer than usual.