How to Import Estimates into QuickBooks Online from Excel/CSV?

by James Antonio

Import estimates help to know about the trends of the trading business. The significance of your business data in the market is very high as this information is the source of global market analysis. Excel/CSV files are simple text files containing tabular data. Each section in the file is separated from the next. Most of the spreadsheets support simple format until you can edit the CSV files with any text editor. This blog provides complete information about “How to Import Estimates into QuickBooks Online from Excel/CSV” including all required information.

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Things you need to do before importing

Users need to connect the QuickBooks online accounts to any integrated applications from the QuickBooks application store. To import estimates into QuickBooks Online from Excel/CSV, the user has to perform the below-mentioned steps:

  • The first thing you have to do click on the Upload File menu and then upload the file
  • Choose the file and spreadsheet which has estimates that you need to import
  • The next step is to choose the QuickBooks entity as estimates
  • Now, you have to set up the mapping of the columns in the estimate file to the corresponding section in QuickBooks
  • Hit the next click on the “Import” and “Estimates” that you will be straightforwardly added to the QuickBooks company

An important step in the import you need to perform to map the file headers to the QuickBooks field. This mapping helps to import estimates into QuickBooks online from excel/CSV. In the mapping screen, you can visualize the current mappings of the QuickBooks screen with your file holders.

Benefits of Importing Estimates into QuickBooks Online

Accuracy: Another significant perspective when you import information from different systems is the scope of possible accuracy values in both the source and the destination system.

Fast Access: It helps improve the performance of a local database and in all other accountancy programs to reduce the complexities. It will also help to create a secure environment in a multiuser network.

The above-mentioned information concludes all data which help to resolve the import estimates into the QuickBooks from excel/CSV. But make sure, you have to create a backup file and know about the recovery strategy because if anything goes wrong you can easily go back to the beginning point. So, you should easily able to import estimates into QuickBooks online from Excel/CSV.

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How can I Upload more Estimates into QuickBooks online?

Open the import tab and then upload the excel file or paste the google drive link. Hit the next click on the Next button. Now, you have to choose the correct sheet for the estimates entity. The next thing you have to choose the company file that you need to import and you are all done with this program.

How can I Import CSV into QuickBooks online Quickly?

Hit the click on the “Upload” button. Then, you have to view for “Import a statement” option and then move forward to the “upload a bank file” to upload the created CSV file. Hit the next click on the Next button. Then, you have to choose an account in QuickBooks to import and click on the Next button and you are all finished with this program.

What are the Essentials of the Mapping Estimates Import File?

QuickBooks field and business importer name are the most essentials user required. These sections include the document number, estimate number, attachment, transaction date, estimates date, customer memo, bill address, print status, bill status, email status, shipping tax, and all mandatory data.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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