How to Import Deposits into QuickBooks Desktop using Dancing Numbers

Import Deposits into QuickBooks Desktop You can easily import Deposits from Excel to your QuickBooks Desktop directly through Dancing Numbers […]

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Import Deposits into QuickBooks Desktop

You can easily import Deposits from Excel to your QuickBooks Desktop directly through Dancing Numbers (Desktop). This tool is built exclusively for QuickBooks Desktop.

Dancing Numbers (Desktop) support QuickBooks Premier, Pro, Accountant, and Enterprise editions.

You can download a free trial of the software easily from the Dancing Numbers Website. Follow the below-mentioned steps to get step by a step installation procedure.

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 Desktop. Utilize import, export, and delete services of Dancing Numbers software.

*No credit card required

Steps for Import Deposits to QuickBooks Desktop

Now, it’s easier to import with Dancing Numbers with the powerful and simplified wizard. To start the bulk import of your files data to QuickBooks follows the mentioned steps.

First of all click Import (Start) button available on the home screen.

Step 1 – For the selection of file click “Select your file”, you can also click “Browse File” to browse and choose the desired file from the local computer, alternatively you can click the View Sample file to go to the Dancing Numbers sample file.

Step 2 – Mapping: Now in the second step set up the mapping of the file column related to QuickBooks fields. Dancing Numbers template file do this step automatically, to use it download the Dancing Numbers template file

Step 3 – Review and Import: To review your file data on the preview screen, just click on “next” which shows your file data before Importing to QuickBooks.

For more detailed instructions on the steps go through this article.

Import Deposits into QuickBooks Desktop

Mapping QuickBooks Fields

Field Name

Format

Description

Deposit To

Text

Reference number for the transaction

Date

Date

Date on which transaction is happened

Memo

Text

Notes related to transaction

Total Amount

Numerical

Total paid amount

Customer

Text

Name of the customer

Account

Text

Reference to Bank Account Number

Memo

Text

Notes related to the Deposit Line

Payment Method

Text

It defines the payment method through which payment is received

Amount

Numerical

Amount needs to pay

Payment Reference #

Numerical

Reference number associated with the payment

Unique ID

Internal QuickBooks ID

A unique number assigned by QuickBooks

Import Settings

A host of powerful customizations for your file data is available with Import Settings on the Top Right Corner.

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.


Many users would have some questions while moving data to your QuickBooks Desktop. Some of the questions are mentioned below:

Will Your Application Support Multi-Line Transactions?

Yes. However, the same Deposits Number required to be mentioned in multiple lines to group the lines.

I made Some Mistakes in the Import and my QuickBooks Reports have been Corrupted. Can I undo or Revert my Import?

It is possible to undo the import partially/ completely with the Delete feature available.

My File has some Specific Date Format. I don’t Want to Change the File. Will Your Product Support all Date Formats?

No. It needs to specify the specific date format as MM/DD/YYYY

Do You have Any Sample Templates?

Yes. We do have. Sample Template.

File Types Supported by Your Application?

XLS, XLSX, etc are Supported File Formats.

Where to Contact if I am Stuck?

Feel free to drop an email to support@dancingnumbers.com.

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