How to Import Deposits into QuickBooks Online using Dancing Numbers Online?

When users do the deposits then these transactions are also a part of your financial things so they must be […]

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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.

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.

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

Field NameFormatDescription
Deposit No21 CharactersReference number for the transaction that is also used internally by the software.
Deposit To AccountCharactersProvides the account to which the amount comes in.
DateDateProvide the date according to the transaction when it takes place.
Memo4000 CharactersThe Note about the Bill Transaction that is not displayed on the bill.
AccountCharactersReference to the Account Name associated with the Deposit.
Received FromCharactersCustomer or Vendor or Employee
Line Description4000 CharactersMention the description related to the item / product / service in the field Line description.
Line Payment MethodCharactersMethod in which deposits were received.
Line Ref NoCharactersThe 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 AmountDecimalYou 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 ClassCharactersProvide the class name for the item or product / service.
Cash Back Goes ToCharactersMention the cash back account that goes to the customer for deposits.
Cash Back Memo4000 CharactersProvide the description for the cash back memo.
Cash Back AmountDecimalProvide the amount of cash back that is applied to the deposits that you are importing.
Currency CodeCharactersWrite the reference for the currency where the amounts are expressed on the associated transactions.
Exchange RateDecimalThe home currency unit number is equal to one unit of the currency that is specified by the field of currency code.
Linked Transaction typeCharactersYou have to link the transaction type which can be invoices, sales receipts, journal entries, payments, and transfers.
Linked Transaction NumberCharactersMention 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 support@dancingnumbers.com 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.

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.

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

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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