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 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.

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 file 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 Name	Format	Description
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 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.

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