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 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.

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 Data 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 Name	Format	Description
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.
Email	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 support@dancingnumbers.com 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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