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 […]

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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.

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 Desktop. Utilize import, export, and delete services of Dancing Numbers software.

*No credit card required

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.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

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

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