How to Import Discount Items into QuickBooks Desktop?

by James Antonio

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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.

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.

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

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 a detailed description of Mapping fields before beginning the import setting.

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

Field

FormatDescription

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 ValueStr 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 the 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.

Accounting Professionals, CPA, Enterprises, Owners

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 1800-689-5491 or chat with experts.

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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