How to Import Discount Items into QuickBooks Desktop?

by James Antonio

QuickBooks accounting software provides you the ease of importing and exporting data to save more time. You can easily import the Discount items from the supportable file formats into QuickBooks desktop through DancingNumbers software. Locate the website to get the direct link to download this useful software. In this article, you will understand in detail how to import the Discount items into QuickBooks Desktop. Don’t worry about the compatibility issue of the software; it supports all the latest QuickBooks editions.

Explore the information about the importing process of Discount Items in QuickBooks with this Productive Software:

Import Discount Items into QuickBooks Desktop

Here are the steps to import the Discount items with the software:

  • Firstly, you need to open the dashboard display and search in the file menu for the Import button and click on it
  • Then discover the File Selection button of the screen
  • After this choose QuickBooks Transaction Type option like Item Discount
  • Now Browse the file through clicking on Browse file button
  • Choose the file from the local system folder, or you can choose Sample templates if you want to view the default sample file in the local folder
  • The next step is to set up the Mapping of the file columns matching to QuickBooks fields; this mapping process will take place automatically if you use dancingnumbers template file.
  • Download the sample Template file
  • Once done all the above steps, now preview the file data through the Review Grid screen
  • After this, hit a click on Send to QuickBooks button for uploading the selected files into the company files of QuickBooks Desktop.

Go through the below table with detail description of Mapping fields before beginning the import setting.

Go ahead with Details of “Mapping Fields” through the Below-Given Table

Field

Format Description

Item Name

Str up to 31 Characters

It is a mandatory field-displaying name of the discount item without parent.

Parent Full Name

String

It contains the item parent name

Is Active

Bool

It displays the status of the item whether it is true or false

Class Ref Full Name

Str up to 159 characters

It displays the name of the class or category of an item appearing as in QuickBooks field

Sales Tax Code Full Name

Str 3

It shows whether the item is taxable or non-taxable for US editions

Description

Str up to 4095

It describes item utilized on the sale forms

Discount Rate Percentage

Decimal

It shows the percentage of the discount per item

Discount Amount

Decimal

It specifies the price in the dollar for instance dollar rate, i.e., 6 for a discount of $6

Account Full Name

Str up to 159 characters

This field describes the Full Account name associated with an item that to be stored against the rate of Goods Sold

Barcode Value Str up to 50 characters

Item’s Barcode

Perform the Import Settings:

Groups of customization are available along with import settings for your company data. You can discover them while reviewing your file, you have to click on import screen or directly hit below the Edit menu located in the menu bar. Here are some highlighting settings useful for the transaction:

  • Discover the Matching Transaction through an identifier used for locating the already existing transaction
  • If any matching transaction is found, then take action like you can click on any of the buttons as per your preference. The button is available to display Update/Warning of the already existing transaction.
  • Check the complete file before proceeding with the import process. You can enable the Pre-Import Validation function to let it clean the issue before importing the transactions. However, this might take your few minutes, but it smooth’s the import process.

That’s all about how to import the Discount items into QuickBooks Desktop. Hopefully, this information becomes a helping hand to make you more confident to begin the import process. Stay updated with DancingNumbers.com to get useful information on importing transactions into QuickBooks.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

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

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

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.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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