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.
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.
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.
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.
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.
+1-800-596-0806