How to Import Estimates into QuickBooks Desktop using Dancing Numbers

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.

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.

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Many users would have some questions while moving data to your QuickBooks Desktop. Some of the questions are mentioned below: