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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.

Save Time, Reduce Errors, and Improve Accuracy

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
+1-347-428-6831 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.

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

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

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.

On-time Support

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

Dancing Numbers: Case Study

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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