How to Import Employee Expense Reimbursement to be paid?

by James Antonio

Employee expense reimbursements requests are generally filled in the Excel spreadsheets by adding a summary option at the top of the form. The importing of the employee expense reimbursement that needs to be paid is a general task required in QuickBooks. You can easily import such files with expense reimbursement details into QuickBooks online. All you need is relevant guidance to proceed with the process. This blog contains information on how to import Employee Expense Reimbursement to be paid.

What is the Significance of Importing Employee Expense Reimbursement to be Paid?

Reimbursement expense is the fund paid to an employee as repayment for taxes, business expenses, or other costs. It includes travel expenses, food expenses, etc. when using the QuickBooks payroll to manage the salary or other funds of the employees. It generally needs to import the details of the employees, including expense reimbursement, to be paid into QuickBooks for quick access to the records.

Things need to Know Before importing Employee Expense Reimbursement to be paid:

  • The file required to be saved in excel compatible format such as CSV
  • Make sure the employee expense reimbursement files must be in a proper format
  • Check out the active file and existing codes in the spreadsheet
  • Take backup documentation of the expense reimbursement
  • Scan the backup file into a file with the beginning header with the employee’s code
  • Ensure that the backup document is identical to the imported document
  • The template should be handy

How to Import Employee Expense Reimbursement to be Paid?

Importing employee expense reimbursement files from a CSV file is an effective technique to quickly set up and manage employee data into QuickBooks Online. You can even import bulk updates of the employee reimbursement data. Here are the steps:

  • Open QuickBooks Online
  • Find the left-corner menu and choose Employee
  • Click on the drop-down that appears near the Add Employees option
  • Hit the Import Employees button
  • Choose Select File
  • Select the completed file of Employee Expense Reimbursement to be paid file
  • Click on Open
  • Choose Confirm Upload
  • Once the import process completes, the outcomes will be appeared on the screen describing the status of the updated employee details.

The Thing to Note:

When selected, automatically create missing locations. It will automatically detect the location or create the available locations according to the name listed in the locations columns and primary location set up in the system. If the settings are not chosen, there might popup import errors.

Here the write-up related to how to import Employee Expense Reimbursement to be paid completes! Expectedly the above information is advantageous to save more time. However, if you need to send the document in bulk, then download the Dancing Numbers tool. It is an awesome tool to perform importing, exporting, and deletion of the reimbursement-related file accurately and quickly.


What are the Fields Available in Employee Expense Reimbursement?

• REFNUMBER
• VENDER
• EXPENSEACCOUNT
• DUEDATE
• TXNDATE
• EXPENSE AMOUNT
• EXPENSEBILLABLENTITY
• EXPENSEBILLABLESTATUS
• EXPENSECLASS

Can I Import Employee Expense Reimbursement Files in bulk?

Yes, you can use the importer tool to import files in a batch and save your valuable time.

How I can Download a Template of the Employee Expense Reimbursement File in QuickBooks?

• Click Employees
• Choose the Payroll Settings button
• Click on Data extract appears below business Management
• Choose Employee Data and Empty Template under Data type
• Give a click on the file format to choose the correct format
• Hit Download button

How can I Delete a File with the Import Function in QuickBooks online?

If you need to use the import file to delete employee reimbursements to be paid from the employee records, in batch, use the clear (value) in the suitable fields on the import file.

How can I fix Incorrect Mapping while Importing Employee Reimbursement in QuickBooks online?

Ensure that you have selected the correct columns for the mapping process. Here are the things you need to do:

• Delete columns you do not require from the CSV to delete confusion. The mandatory required fields by QuickBooks are:
• Amount
• Description
• Date
• Modify the column names in the CSV to perform matching of the titles in QuickBooks online

How to view the Imported Employee Reimbursements in QuickBooks online?

• Click on the Report button
• Find transaction detail by Account
• Open the record to choose to customize at the top corner of the screen
• Locate the General section, click on the drop-down named Report Period to select the range of the transaction
• Click on the Rows/Column tab choose the Group By drop-down button
• Hit Employee
• Choose Filter section, click the Distribution Account named drop-down option to select Employee Reimbursement account
• Click on the drop-down which says Employee then select the employee name
• Click on the Run Report button

What are the compatible File Formats for Importing Employee Expense Reimbursement files to QuickBooks online?

• CSV File
• XLSX File

Why am I unable to Import the first row of the Spreadsheet with the Employee Expense Reimbursement File?

In QuickBooks online, the spreadsheet’s initial row is reserved for mapping. However, if you require the content of the first row of the file, integrate a header row to the spreadsheet before file import.

Can I Import a Spreadsheet of Employee Expense Reimbursement to be Paid File with 1020 rows?

You can import up to 1000 rows, so it is better to split the spreadsheets into small files and independently import them.

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

img

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

img

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

img

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

img

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.

Dancing Number

Kindly Provide The Following Information To Download The Dancing Numbers.

X





    Top