How to Import Estimates into QuickBooks Online using Dancing Numbers Online

The estimates are used to create a quote, bid, or proposal and later on can be converted into the invoice […]

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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.

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.

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

Field NameFormatDescription
Estimate No21 CharactersIn 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.
CustomerCharactersWrite the customer’s name to which you are sending the estimate.
Estimate DateDateMention the date of the transaction when you are creating it.
Expiration DateDateDate by which estimate must be accepted before invalidation.
Billing Address Line 1500 CharactersIt is the first line of the billing address for the invoice.
Billing Address Line 2500 CharactersIt is the second line of the billing address for the invoice.
Billing Address Line 3500 CharactersIt is the third line of the billing address for the invoice.
Billing Address City255 CharactersMention the name of the city for your billing address.
Billing Address Postal Code31 CharactersMention the zip code for your billing address.
Billing Address Country255 CharactersMention the name of the country for your billing address.
Billing Address State255 CharactersProvide the name of the state for your billing address.
Estimate StatusCharactersStatus of the Estimate.
Accepted ByCharactersName of the Customer who accepts the Estimate. Valid only if Estimate Status is “Accepted”.
Accepted DateDateDate estimate was accepted. Valid only if Estimate Status is “Accepted”.
Memo4000 CharactersOrganization-private note about the transaction. This note will not appear on the transaction records by default.
Message displayed on estimate1000 CharactersUser-entered message to the customer; this message is visible to end-user on their transactions.
Email100 CharactersEmail address. The address format must follow the RFC 822 standard.
Print StatusBooleanWrite the status of print here.
Email StatusBooleanWrite the status of the email here.
ShippingDecimalThe shipping amount for this transaction.
Sales Tax CodeCharactersThe tax code associated with the sales tax for this transaction.
Sales Tax AmountDecimalTotal tax amount for this transaction.
Discount AmountDecimalMention 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 PercentDecimalPercentage 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 AccountCharactersMention 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 DiscountBooleanIf 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 DateDateDate when the service is performed.
Product/ServiceCharactersProvide the Product/Service name here.
Product/Service Description4000 CharactersProvide the Product/Service description here.
Product/Service QuantityDecimalProvide the Product/Service quantity here.
Product/Service RateDecimalProvide the Product/Service rate here.
Product/Service AmountDecimalProvide the Product/Service amount here.
Product/Service TaxableBooleanIf TRUE, marks the line amount for Tax calculation.
Product/Service ClassCharactersThe Class name is associated with this line.
LocationCharactersProvide the location if known so that you can also track it using the location name.
Ship Via30 CharactersMention the name of the Ship Method associated with the transaction that you are using to ship the product.
Ship DateDateDate for delivery of goods or services.
Shipping Address Line 1500 CharactersIt is the first line of the shipping address for the invoice.
Shipping Address Line 2500 CharactersIt is the second line of the shipping address for the invoice.
Shipping Address Line 3500 CharactersIt is the third line of the shipping address for the invoice.
Shipping Address City255 CharactersMention the name of the city for your shipping address.
Shipping Address Postal Code31 CharactersMention the zip code for your shipping address.
Shipping Address Country255 CharactersMention the name of the country for your shipping address.
Shipping Address State255 CharactersMention the name of the state for your shipping address.
Tracking No30 CharactersShipping provider’s tracking number for the delivery of the goods associated with the transaction.
Custom Field Name (1)15 CharactersProvide the custom field name.
Custom Field Value (1)31 CharactersProvide the custom field value.
Custom Field Name (2)15 CharactersProvide the custom field name.
Custom Field Value (2)31 CharactersProvide the custom field value.
Custom Field Name (3)15 CharactersProvide the custom field name.
Custom Field Value (3)31 CharactersProvide the custom field value.
Currency CodeCharactersWrite the currency reference where the amounts are expressed on the associated transactions.
Exchange RateDecimalIn 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 support@dancingnumbers.com or doing a live chat with them. The team is available to help you out with all your issues whenever required.

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.


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.

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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