How to Import Employee List into QuickBooks Online using Dancing Numbers Online?

Setting an employee list in QuickBooks Online is easy with Dancing Numbers. Looking for a convenient method? Import the information of employees from the CSV file.

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Importing employees in QuickBooks Online is a task when you want to import it in bulk. It took a lot of time if you do it manually. The easy way to do it is automatically and also in multiple numbers. The automatic way is to import the employee list into QuickBooks Online using Dancing Numbers Online software. Dancing Numbers Online software helps you to do it automatically after providing the required data. The time it takes is less than the time of the manual process. In Dancing Numbers Online software the total time depends on the size or number of data you are importing.

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 Online. Utilize import, export, and delete services of Dancing Numbers software.

What are the Requirements Before Processing the Import Process?

Connect QuickBooks Online to Dancing Numbers Online via QuickBooks AppStore. Just click on “Get App Now” to start using the Dancing Numbers Online application program. You can also start the 7 Days Free Trial if you are not subscribed for Dancing Numbers Online yet.

Steps to Import Employee List into QuickBooks Online using Dancing Numbers Online

For importing employee lists properly and automatically follow the below-mentioned process. After this process, it automatically imports the data into your QuickBooks Online account.

  • Upload: After signing in to Dancing Numbers Online using your QuickBooks Online credentials, you have to click on the Import button to start the import process. Select option Employee after that choose the file of the employee list to upload the excel file.
  • Mapping: It is required to map the rows and columns of data according to QuickBooks Online data format so that all the data is imported in the right place.
  • Import: When done with the above process, click on the Import button and it automatically imports the employee list into QuickBooks Online.

Dancing Numbers Online Fields of Importing Employee List

Field NameFormatDescription
TitleCharactersMention the employee’s title.
First Name25 CharactersProvide the employee’s first name.
Middle Name25 CharactersWrite down the employee’s middle name.
Last Name25 CharactersMention the employee’s last name or family name in this field.
Suffix10 CharactersMention the suffix if any used for the employee name.
Display Name As100 CharactersThe Display name of the employee or organization must be unique from all other employees, employees, customers, and any other names.
Print On Check As100 CharactersMention the employee or organization name that is printed on the check. If you won’t mention it then it is populated from the Display Name.
Address Line 1500 CharactersThis is the 1st line to mention your Billing address where you are living.
Address Line 2500 CharactersThis is the 2nd line to mention your Billing address where you are living.
Address Line 3500 CharactersThis is the 3rd line to mention your Billing address where you are living.
Address City255 CharactersWrite down the city name where you are living.
Address Postal Code31 CharactersWrite the Postal code that is the zip code for Canada or USA.
Address Country255 CharactersProvide the Country name in which you are living.
Address State255 CharactersMention the state in which you are living. For example Province name for Canada or State name for the USA.
Phone21 CharactersProvide the telephone number if any in free form.
Mobile21 CharactersMention the mobile number of employees in free form.
Fax21 CharactersWrite the fax machine number in free form.
Other21 CharactersAny other information like phone number, email, address, etc.
Email100 CharactersEnter the email address of the employee.
Employee Number99 CharactersEmployee’s ID of organization.
SSNCharactersMention the Employee’s SSN (Social Security number). In case the SSN is already set then masked it in the response with XXX-XX-XXXX. If it is sent in the update or creates a request then you can be ignored and its old value is preserved. This is the attribute that is not passed into the request when the QuickBooks Payroll is enabled.
Billable TimeBooleanThis Employee is currently enabled for use by QuickBooks.
Billable RateDecimalThe amount that is not paid or the open balance of the employee is written here.
GenderCharactersMention the gender correctly of the employee.
Notes2000 CharactersEmployee’s description is the free form text.
Hired DateDateEmployee’s hire date on which you hire the employee into your organization.
Released DateDateMention the Release date of the employee correctly.
Birth DateDateWrite the Date of birth of the employee.

Let’s import the Employee list altogether automatically. For any queries connect with the expert team via email at support@dancingnumbers.com or LIVE CHAT to fix them quickly.

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
+1-347-428-6831 or chat with experts.


Does Dancing Numbers Online Support multiple Employee data Imports into QuickBooks Online?

Yes, Dancing Numbers Online does import employee lists with multiple data at the same time. It saves time so that you can invest this time in any other things.

Is it important to Import the Employee List into QuickBooks Online using Dancing Numbers Online?

Yes, it is important to import the employee list into a QuickBooks Online account so that you can easily do all the accounting stuff related to employees easily. Adding them with the help of Dancing Numbers Online software saves your time and money.

Why is it Required to Map Items While Importing the Employee List into QuickBooks Online using Dancing Numbers Online?

Mapping is the step when you import the employee list into a QuickBooks Online using Dancing Numbers Online. As you have to check that the data is in the form according to the QuickBooks format so you have to map the data accordingly before starting the import process.

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

Dancing Numbers: Case Study

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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