When users do the deposits then these transactions are also a part of your financial things so they must be countable. If you have any record related to the deposit transactions then you are required to transfer all its data into your QuickBooks Online account. Let’s get started with the import deposits into QuickBooks Online using Dancing Numbers Online. The process started by fulfilling its requirements and then proceeds further with the three steps. Then it runs the automatic process of Dancing Numbers Online to import deposits into the 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.
Things Required Before Starting the Deposits Import Process
Connect QuickBooks Online to Dancing Numbers Online via QuickBooks AppStore. Just click on “Get App Now” to start using the Dancing Numbers Online application program. You can also start the 7 Days Free Trial if you are not subscribed for Dancing Numbers Online yet.
Steps to Import Deposits into QuickBooks Online using Dancing Numbers Online
Main steps that you have to do before proceeding with the automatic import process. This process helps you to focus on other work as it does transfer data for you without any problems or errors. If there is any issue then it let you know after importing other data. Fix the issue and import it again. With this, you can import bulk as well as single lists or transactions. Here are the steps that you have to follow:
- Upload: You have to click on upload and then click on the Browse button to search for the deposit file that you want to import into QuickBooks Online using Dancing Numbers Online software. After successfully uploading the file proceed further to the next step.
- Map: You have to map the file data according to the formatting of QuickBooks. This helps the software import the data in the correct manner. You can also save the map setting for further imports. Now, proceed further.
- Import: This is the main steps in which you have to review the data and then import it. After reviewing all the data you want to import, you have to click on the Import button to start the automatic process. When the process is done then it notifies you.
When the import process is completed then on the top left side of the screen you are able to see a message “You have successfully imported…….“. It also shows you the data that is imported into your account. If there is any issue then the issue is written with the transaction in red color. Do correct it and then import that data.
Import Deposits Fields in Dancing Numbers Online
|Deposit No||21 Characters||Reference number for the transaction that is also used internally by the software.|
|Deposit To Account||Characters||Provides the account to which the amount comes in.|
|Date||Date||Provide the date according to the transaction when it takes place.|
|Memo||4000 Characters||The Note about the Bill Transaction that is not displayed on the bill.|
|Account||Characters||Reference to the Account Name associated with the Deposit.|
|Received From||Characters||Customer or Vendor or Employee|
|Line Description||4000 Characters||Mention the description related to the item / product / service in the field Line description.|
|Line Payment Method||Characters||Method in which deposits were received.|
|Line Ref No||Characters||The Reference Number must be mentioned here and is unique. It is used all the time whenever you want to search for a transaction or you want to use it.|
|Line Amount||Decimal||You have to enter the amount of the Tax that is for the expense line item. When you exclude the Global Tax Calculation then it can be applied.|
|Line Class||Characters||Provide the class name for the item or product / service.|
|Cash Back Goes To||Characters||Mention the cash back account that goes to the customer for deposits.|
|Cash Back Memo||4000 Characters||Provide the description for the cash back memo.|
|Cash Back Amount||Decimal||Provide the amount of cash back that is applied to the deposits that you are importing.|
|Currency Code||Characters||Write the reference for the currency where the amounts are expressed on the associated transactions.|
|Exchange Rate||Decimal||The home currency unit number is equal to one unit of the currency that is specified by the field of currency code.|
|Linked Transaction type||Characters||You have to link the transaction type which can be invoices, sales receipts, journal entries, payments, and transfers.|
|Linked Transaction Number||Characters||Mention the reference number of the transaction (Ex: If the transaction type is Invoice, this field must have the invoice number).|
When you are done with the automatic bulk import deposits into QuickBooks Online using Dancing Numbers Online process then check all the data. While running the automatic process, you can invest your time somewhere else in other important things. If you are facing any issues or glitches then connect with the Dancing Numbers helpdesk team via email firstname.lastname@example.org or do a live chat with experts. The team is available 365 days a year to help you in resolving all your issues.
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
+1-347-428-6831 or chat with experts.
How does Bulk Import Deposits into QuickBooks Online using Dancing Numbers Online help Saves Your Time?
Dancing Numbers Online software helps you to transfer bulk transactions or lists into QuickBooks Online which won’t let you do it manually. This leads to saving you a lot of time that can be invested in other things. So, import your lists or transactions using the automatic Dancing Numbers Online process.
Can I Import Any File Type into QuickBooks Online using Dancing Numbers Online?
Yes, You have to convert your files into text or excel file formats. These are the most supported file type used in Dancing Numbers software. If you have any other file type then converts it and then easily imports it automatically.
What if the Deposit Number goes Wrong while providing Details when Processing Import Deposits into QuickBooks Online using Dancing Numbers Online?
The deposit number is the unique reference number that must be correct and verified. This is used to locate the transaction or list whenever you want to go for a specific record. This is used by the software to maintain and track the related records. If you entered it incorrectly then it shows an error or you are not able to find this or its related transactions.