How to Import Deposits into QuickBooks from Excel/CSV?

by James Antonio

A deposit is referred to as the fund held at a bank. It is a type of transaction used for transferring funds to another account. If your bank allows downloading deposits to a CSV format, you can easily download it and easily import it into QuickBooks Online. The QB is compatible with CSV files which are formatted in terms of the column. In this article, you will learn how to import Deposits into QuickBooks from Excel or CSV files.

Why Require Importing Deposits?

Accounting book management can be very time-consuming; especially if it involves manual data entry. So to ease the process, boost accuracy, and time-saving, the import feature is used. The majority of accountants and organizations use the technique of importing deposits to ensure speed and reducing error.

Things you need to do Before Importing Deposits into QuickBooks Online:

  • Avoid writing special characters in the CSV file; QuickBooks does not support symbols and characters
  • Do not use the brackets to display negative amounts
  • Ensure you write amount without currency symbol
  • Check the date format; it should be date/month/year
  • Do not use commas for separating figures in the amount
  • If you require entering figure with O, then you leave that field vacant
  • Don’t write words such as value or amount in the credit or debit columns

What CSV File Layout is compatible in QuickBooks Online?

QuickBooks Online supports a CSV/EXCEL file with up to 4 columns. However, more than four columns may pop up an error message. Make sure you properly format file or mapped the fields of the QuickBooks to prevent error messages.

How to Import Deposits into QuickBooks from Excel/CSV?

Here are Steps to Import deposits from a Comma Separated Value (CSV) File:

  • Open your QuickBooks online
  • Locate the Banking section from the left corner of the screen
  • Click on the Banking button
  • Hit the drop-down list named Update and then select File Upload
  • Verify if none of the connected accounts appears, then give a click on Upload deposits/transactions manually
  • Choose Browse and then click on the CSV file
  • Select the Next button and then choose the account on which you need to upload the transactions from the drop-down option, which says account
  • Hit Next and then place a mark on the check box named Transaction
  • Give a click on Next
  • Hit Yes to begin the import process
  • Wait for some time till the process complete
  • After this hit, let’s go

Review the Imported Transaction:

You can easily view the imported transactions via the review window. Also, make the needed modifications.

The step mentioned above provided you the solution of how to Import Deposits into QuickBooks from Excel/CSV. For saving valuable time and accuracy, you can use the importer tool to import deposits in bulk.


What type of File do you need to save Deposits for the Import Process?

Xls, xlsx, text files (csv, txt), IIF or xml

Can I Download a Sample Template for Import?

Yes, you can download the sample templates for an import process.

What are the Steps to Upload the Deposit File in QuickBooks online?

• Click on the Banking option
• Select Upload transactions option
• Choose Browse and then hit the deposit file
• Click on the account you need to upload the deposit file from the drop-down named QuickBooks account.
• Follow the instructions on the screen and then give a click on the Next button.
• Once you are prepared, hit Lets Go

Can I Import Deposits in Bulk into QuickBooks online from Excel?

Yes, you can import deposits in batch with the help of QuickBooks compatible importer tools. This utility is available across the internet, for example, Dancing Numbers importer.

What are the things you need to Consider Before Selecting an Importer tool?

• Ensure it is fully functional in regards to workflow
• It should allow template customization
• Should allow multiple line transactions
• It permits update data after import
• Should be compatible with QuickBooks versions
• Auto-create entities
• Skip the duplicate fields
• Should keep the documents in sequence
• Ease of testing
• Allow imports undo
• Supports custom fields

What are the Benefits of the Batch Entry Feature in the Import Process?

It helps in saving more time and does not have any restriction on the number of rows and columns for the import process.

How can I Resolve a Banking Deposit Issue in QuickBooks online?

• Locate Reports appears at the top corner
• Click on Customers & receivables
• Select Transaction list by customer
• Hit customize report option
• Click on the filter button
• Find the transaction type and choose deposit
• Click on the OK option

How can I Prevent Importing Issues in QuickBooks online?

Make sure you are using the correct format of the spreadsheet, avoid using special characters, semicolons, special characters, etc.

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

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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