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Import Estimates into QuickBooks Desktop
You can easily import Estimates from Excel to your QuickBooks Desktop directly through Dancing Numbers (Desktop). This tool is built exclusively for QuickBooks Desktop.
Dancing Numbers Importer support QuickBooks Premier, Pro, Accountant, and Enterprise editions.
You can download a free trial of the software easily from the Dancing Numbers Website. Follow the below-mentioned steps to get step by a step installation procedure.
Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.
Steps to Import Estimates into QuickBooks Desktop
Now, it’s easier to import with Dancing Numbers with the powerful and simplified wizard. To start the bulk import of your files data to QuickBooks follows the mentioned steps.
First of all click Import (Start) button available on the home screen.
Step 1 – For the Selection of File: Click “Select Your File”, you can also click “Browse File” to browse and choose the desired file from the local computer, alternatively you can click the “View Sample file“ to go to the Dancing Numbers sample file.
Step 2 – Mapping: Now in the second step set up the mapping of the file column related to QuickBooks fields. Dancing Numbers template file do this step automatically, to use it download the Dancing Numbers template file.
Step 3 – Review and Import: To review your file data on the preview screen, just click on “Next” which shows your file data before Importing to QuickBooks.
For more detailed instructions on the steps go through this article.
Mapping QuickBooks Fields
|
Field Name | Format |
Description |
|
Customer | Character |
Reference to the customer name. It can be matched with Full Name, First name, company name, Account no, Resale no, Custom field, Look Up |
|
Date | Date |
Date on which transactions is done |
|
Estimate # | Numerical |
Transaction Reference Number |
|
Tax | Characters |
Area name for which tax needs to be paid. |
|
Memo | Characters |
Internal notes related to transaction |
|
Customer Message | Characters |
Any note given to the customer |
|
Customer Tax Code | Characters |
Sales Tax Code |
|
Total Amount | Numerical |
Total paid amount |
|
Billing Address 1 | Characters |
First line of the address |
|
Billing Address 2 | Characters |
Second line of the address |
|
Billing Address 3 | Characters |
Third line of the address |
|
Billing Address 4 | Characters |
Fourth line of the address |
|
Billing Address 5 | Characters |
Fifth line of the address |
|
Billing City | Characters |
City of the Billing address |
|
Billing State | Characters |
State of the billing address |
|
Billing Postal Code | Numerical |
Zip Code of the billing address |
|
Billing Country | Characters |
Country of the billing address |
|
Billing Note | Characters |
Additional comments related to Billing |
|
Ship Address line 1 | Characters |
First line of Shipping address |
|
Ship Address line 2 | Characters |
Second line of Shipping address |
|
Ship Address line 3 | Characters |
Third line of Shipping address |
|
Ship Address line 4 | Characters |
Fourth line of Shipping address |
|
Ship Address line 5 | Characters |
Fifth line of Shipping address |
|
Ship City | Characters |
City of the Shipping address |
|
Ship State | Characters |
State of the Shipping address |
|
Ship Postal Code | Numerical |
Zip code of the Shipping address |
|
Ship Country | Characters |
Country of Shipping Address |
|
Ship Note | Characters |
Additional notes for the shipping. |
|
Item | Characters |
Product or item Description |
|
Description | Characters |
Details of the item mentioned |
|
Quantity | Numerical |
Number of the items related to the transaction |
|
U/M | Numeric |
Unit of Measure |
|
Rate | Numerical |
Per Unit rate of the item |
|
Amount | Numerical |
Amount needs to pay |
|
Item Tax | Tax/Non Tax |
Tax Associated/Applicable for the Item/Service |
|
Unique ID | Internal QuickBooks ID |
A unique number assigned by QuickBooks |
Import Settings
A host of powerful customizations for your file data is available with Import Settings on the Top Right Corner.
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
+1-800-596-0806 or chat with experts.
Many users would have some questions while moving data to your QuickBooks Desktop. Some of the questions are mentioned below:
I want to Import Estimates including Invoice Numbers from the File. Will it be Supported?
Yes. It will be supported.
Will Your Application Support Multi-Line Transactions?
Yes. However, the same Estimates Number required mentioning in multiple lines to group the lines.
I made some Mistakes in the Import Process and my QuickBooks Reports have been Corrupted. Can I undo or Revert my Import?
It is possible to undo the import partially/ completely with the Delete feature available.
Does Your App Support Taxes?
Yes, It supports.
I Don’t want to Create Products Automatically for my Estimates, also I am unable to Create Products before Each Upload. Will it be Supported?
Yes. It is. You can do auto-create unavailable products/ services or you can also skip it during the Import process.
My File has some Specific Date Format. I don’t want to Change the File. Will Your Product Support all Date Formats?
No. It needs to specify the specific date format as MM/DD/YYYY.
Do You have Any Sample Templates?
Yes. We do have. Sample Template.
File Types Supported by Your Application?
XLS, XLSX, etc are Supported File Formats
Where to Contact if I am Stuck?
Feel free to drop an email to support@dancingnumbers.com
+1-800-596-0806