The estimates are used to create a quote, bid, or proposal and later on can be converted into the invoice or sales order. You have to import all your estimates into your QuickBooks Online account. To automatically import the estimates you have to link your QuickBooks Online account with the Dancing Numbers Online account. Then below are the steps that you have to follow to import Estimates into QuickBooks Online using Dancing Numbers Online.
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Pre-requisites that is Required 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 the Estimates into QuickBooks Online using Dancing Numbers Online
Here are the steps for importing the Estimates data into QuickBooks Online:
- Upload: In this, you have to upload the Estimates file that must be in excel format. Also, the file must not be damaged or corrupted. You have to Browse for the file then select it and click on upload.
- Mapping: According to the QuickBooks Online file format, you have to map the fields of the text or excel file you uploaded. Then check the data you want to import and move on to the next step.
- Import: In this step, you have to preview the data and then import it by clicking on the import button. The rest of the work is done automatically. Then you get the notification on your screen.
Still have issues then fix them by reading the mentioned messages for the problem. The messages are displayed on your file so that you can understand the problem and then resolve it. After fixing all the issues, the import process runs easily.
Import Estimates Fields in Dancing Numbers Online
|Estimate No||21 Characters||In this, you have to mention the estimate or reference number for this transaction done. This number is used internally by QuickBooks for processing internally. After that, QuickBooks auto-generates the new value and you can change it in the import settings.|
|Customer||Characters||Write the customer’s name to which you are sending the estimate.|
|Estimate Date||Date||Mention the date of the transaction when you are creating it.|
|Expiration Date||Date||Date by which estimate must be accepted before invalidation.|
|Billing Address Line 1||500 Characters||It is the first line of the billing address for the invoice.|
|Billing Address Line 2||500 Characters||It is the second line of the billing address for the invoice.|
|Billing Address Line 3||500 Characters||It is the third line of the billing address for the invoice.|
|Billing Address City||255 Characters||Mention the name of the city for your billing address.|
|Billing Address Postal Code||31 Characters||Mention the zip code for your billing address.|
|Billing Address Country||255 Characters||Mention the name of the country for your billing address.|
|Billing Address State||255 Characters||Provide the name of the state for your billing address.|
|Estimate Status||Characters||Status of the Estimate.|
|Accepted By||Characters||Name of the Customer who accepts the Estimate. Valid only if Estimate Status is “Accepted”.|
|Accepted Date||Date||Date estimate was accepted. Valid only if Estimate Status is “Accepted”.|
|Memo||4000 Characters||Organization-private note about the transaction. This note will not appear on the transaction records by default.|
|Message displayed on estimate||1000 Characters||User-entered message to the customer; this message is visible to end-user on their transactions.|
|100 Characters||Email address. The address format must follow the RFC 822 standard.|
|Print Status||Boolean||Write the status of print here.|
|Email Status||Boolean||Write the status of the email here.|
|Shipping||Decimal||The shipping amount for this transaction.|
|Sales Tax Code||Characters||The tax code associated with the sales tax for this transaction.|
|Sales Tax Amount||Decimal||Total tax amount for this transaction.|
|Discount Amount||Decimal||Mention the discount amount in decimal. You may enter either a discount percent or a discount amount. If the percent is specified, it will override the amount.|
|Discount Percent||Decimal||Percentage by which the amount due is reduced, from 0% to 100%. To enter a discount of 8.5% use 8.5, not 0.085. You may enter either a discount percent or a discount amount. If the percent is specified, it will override the amount.|
|Discount Account||Characters||Mention the discount amount in Characters. You may enter either a discount percent or a discount amount. If the percent is specified, it will override the amount.|
|Apply Tax after Discount||Boolean||If false or null, calculate the sales tax first, and then apply the discount. If true, subtract the discount first and then calculate the sales tax.|
|Service Date||Date||Date when the service is performed.|
|Product/Service||Characters||Provide the Product/Service name here.|
|Product/Service Description||4000 Characters||Provide the Product/Service description here.|
|Product/Service Quantity||Decimal||Provide the Product/Service quantity here.|
|Product/Service Rate||Decimal||Provide the Product/Service rate here.|
|Product/Service Amount||Decimal||Provide the Product/Service amount here.|
|Product/Service Taxable||Boolean||If TRUE, marks the line amount for Tax calculation.|
|Product/Service Class||Characters||The Class name is associated with this line.|
|Location||Characters||Provide the location if known so that you can also track it using the location name.|
|Ship Via||30 Characters||Mention the name of the Ship Method associated with the transaction that you are using to ship the product.|
|Ship Date||Date||Date for delivery of goods or services.|
|Shipping Address Line 1||500 Characters||It is the first line of the shipping address for the invoice.|
|Shipping Address Line 2||500 Characters||It is the second line of the shipping address for the invoice.|
|Shipping Address Line 3||500 Characters||It is the third line of the shipping address for the invoice.|
|Shipping Address City||255 Characters||Mention the name of the city for your shipping address.|
|Shipping Address Postal Code||31 Characters||Mention the zip code for your shipping address.|
|Shipping Address Country||255 Characters||Mention the name of the country for your shipping address.|
|Shipping Address State||255 Characters||Mention the name of the state for your shipping address.|
|Tracking No||30 Characters||Shipping provider’s tracking number for the delivery of the goods associated with the transaction.|
|Custom Field Name (1)||15 Characters||Provide the custom field name.|
|Custom Field Value (1)||31 Characters||Provide the custom field value.|
|Custom Field Name (2)||15 Characters||Provide the custom field name.|
|Custom Field Value (2)||31 Characters||Provide the custom field value.|
|Custom Field Name (3)||15 Characters||Provide the custom field name.|
|Custom Field Value (3)||31 Characters||Provide the custom field value.|
|Currency Code||Characters||Write the currency reference where the amounts are expressed on the associated transactions.|
|Exchange Rate||Decimal||In this field the 1 is the default. It is applicable when the multi-currency is shown for the company. The home currency unit number is equal to one unit of the currency that is specified by the field of currency code.|
Let’s import Estimates that are essential to make reports of all your finances. These receive payment transactions impact all your finances directly so you must import all the payment transactions that you have with you in the excel spreadsheet. Upload it and then import it with a few more clicks. If you are facing any glitches then connect with the Dancing Numbers Online expert team members by just sending an email at firstname.lastname@example.org or doing a live chat with them. The team is available to help you out with all your issues whenever required.
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+1-347-428-6831 or chat with experts.
Can I Track the things using Estimate into QuickBooks online After Importing it using Dancing Numbers Online?
Yes, you can easily track things using estimates if there are any in your QuickBooks Online account. So to track using estimates you have to import them using the automatic method with the help of Dancing Numbers Online software.
What about Entering Details in the Fields of Estimates while Importing Estimates into QuickBooks Online using Dancing Numbers Online?
You have to mention the data properly in the estimate transaction fields. This is the information that you are going to fill in to make the estimate to send it to your customer.
What about the Fields of Dancing Numbers while Importing Estimates into QuickBooks Online using Dancing Numbers Online?
While importing you have to provide some information that must be correct to properly import estimated transactions into your QuickBooks Online account. Also, check for the mapping and data you want to import and remove the unwanted data.