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 (Desktop) 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
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 on which transactions is done
Transaction Reference Number
Area name for which tax needs to be paid.
Internal notes related to transaction
Any note given to the customer
Customer Tax Code
Sales Tax Code
Total paid amount
Billing Address 1
First line of the address
Billing Address 2
Second line of the address
Billing Address 3
Third line of the address
Billing Address 4
Fourth line of the address
Billing Address 5
Fifth line of the address
City of the Billing address
State of the billing address
Billing Postal Code
Zip Code of the billing address
Country of the billing address
Additional comments related to Billing
Ship Address line 1
First line of Shipping address
Ship Address line 2
Second line of Shipping address
Ship Address line 3
Third line of Shipping address
Ship Address line 4
Fourth line of Shipping address
Ship Address line 5
Fifth line of Shipping address
City of the Shipping address
State of the Shipping address
Ship Postal Code
Zip code of the Shipping address
Country of Shipping Address
Additional notes for the shipping.
Product or item Description
Details of the item mentioned
Number of the items related to the transaction
Unit of Measure
Per Unit rate of the item
Amount needs to pay
Tax Associated/Applicable for the Item/Service
|Internal QuickBooks ID|
A unique number assigned by QuickBooks
A host of powerful customizations for your file data is available with Import Settings on the Top Right Corner.
Many users would have some questions while moving data to your QuickBooks Desktop. Some of the questions are mentioned below:
Que: I want to import Estimates including Invoice Numbers from the File. Will it be supported?
Ans: Yes. It will be supported.
Que: Will your application support Multi-Line Transactions?
Ans: Yes. However, the same Estimates Number required mentioning in multiple lines to group the lines.
Que: I made some mistakes in the Import process and my QuickBooks reports have been corrupted. Can I undo or revert my Import?
Ans: It is possible to undo the import partially/ completely with the Delete feature available.
Que: Does your app support taxes?
Ans: Yes. It supports
Que: 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?
Ans: Yes. It is. You can do auto-create unavailable products/ services or you can also skip it during the Import process.
Que: My file has some specific date format. I don’t want to change the file. Will your product support all date formats?
Ans: No. It needs to specify the specific date format as MM/DD/YYYY
Que: Do you have any sample templates?
Ans: Yes. We do have. Sample Template
Que: File types supported by your application?
Ans: XLS, XLSX, etc are Supported File Formats
Que: Where to contact if I am stuck?
Ans: Feel free to drop an email to firstname.lastname@example.org