How to Import Customer List into QuickBooks Online using Dancing Numbers Online?

Let’s learn how to Import a Customer list into QuickBooks Online using Dancing Numbers Online in a convenient and automated […]

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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.

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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.
Field NameFormatDescription
TitleCharactersWrite the title for the customer so that customer understands it.
Company50 CharactersMention the company association name connected with the customer.
First Name25 CharactersMention the customer’s first name.
Middle Name25 CharactersMention the customer’s middle name.
Last Name25 CharactersMention the customer’s last name.
Suffix10 CharactersSuffix of the name.
Display Name As100 CharactersYou 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 As100 CharactersName of the Customer or organization as printed on a check. If it is not provided, this is populated from Display Name.
Customer Type100 CharactersMention customer types such as Basic, Premium, etc.
Is ProjectBooleanTRUE: If it is a Project
Billing Address Line 1500 CharactersIt is the first line of the billing address to mention the address.
Billing Address Line 2500 CharactersIt is the second line of the billing address to mention the address.
Billing Address Line 3500 CharactersIt is the third line of the billing address to mention the address.
Billing Address City255 CharactersName of your City.
Billing Address Postal Code31 CharactersMention your zip or postal code for Canada and USA.
Billing Address Country255 CharactersCountry Name according to your address.
Billing Address State255 CharactersWrite state or region within your country. For Ex: State Name for the USA, Province name for Canada.
Shipping Address Line 1500 CharactersIt is the first line to mention the Shipping Address.
Shipping Address Line 2500 CharactersIt is the second line to mention the Shipping Address.
Shipping Address Line 3500 CharactersIt is the third line to mention the Shipping Address.
Shipping Address City255 CharactersMention Shipping Address City in this field.
Shipping Address Postal Code31 CharactersFor Shipping Address mention Postal code (Zip code for USA and Canada).
Shipping Address Country255 CharactersName of the country for Shipping Address.
Shipping Address State255 CharactersRegion within a country. Ex: State Name for the USA, Province name for Canada.
Phone21 CharactersMention the number of the telephone in free form.
Mobile21 CharactersMention the mobile number in free form.
Fax21 CharactersMention the fax machine number in free form.
Other21 CharactersAny other contact information if any.
Website1000 CharactersMention the URL of your Website.
Email100 CharactersMention your correct email address.
TermsCharactersIn this mention reference that is related to the customer.
Preferred Payment MethodCharactersChoose the payment method that you want to use.
Tax Resale No15 CharactersMention the Tax Resale no of the customer.
Tax CodeCharactersWrite down the Tax code (Default) of the customer.
Preferred Delivery MethodCharactersChoose the way of delivery you preferred.
Bill With ParentBooleanMention TRUE or FALSE. TRUE, when you bill the customer with the parent. FALSE, when you bill the customer without a parent.
Parent Customer NameCharactersType the Parent Customer Name or you can also type the customer name that is attached with the project.
BalanceDecimalIn the Balance field, enter the unpaid amount by the customer or the open balance amount of the customer.
Open Balance DateDateMention Open Balance Date.
Notes2000 CharactersDescribe the customer in free form text.
This customer is taxableBooleanThe customer is taxable if it is written as TRUE.
Currency CodeCharactersIn this you, you get the customer transaction’s currency code.
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.


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.

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