How to Import an Excel File into QuickBooks Point of Sale Software

by James Antonio

QuickBooks is the improvised solution for any accounting requirement or business requirement or any purpose of record keeping. The accuracy and efficiency are the most appreciated features. Whether the business is a start up or on a budding stage or has full fledged growth to count for. With the help of QuickBooks, you can do the calculation of millions just like that. Steps to import an excel file into QuickBooks Point of Sale.

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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.

When you are going to make collective changes in the existing data within your company file, then you can always import and export information. And what better integrated tool than Excel in your file. This is another best and most efficient way of updating your data. You would not choose to do it manually inside the software.

Steps to Updating Your Data in your Company File

In order to do this task successfully, you should follow the templates and formats in order to prevent errors when updating or transferring a data file:

Step 1: Sign into the QuickBooks account.

Step 2: You need to click on the “File” from the menu bar at the top.

Step 3: Then you need to click on the “Utilities options” visible in the drop-down menu.

Step 4: You need to choose the “Import action” to launch the Data Import Wizard and click “Next button.

Step 5: After this, you should select the option button that corresponds with the type of data in the Excel spreadsheet. With this step, you will be getting the three choices which are as follows:

  • Inventory Items
  • Vendors
  • Customers

Step 6: You need to click “Next” in order to proceed further.

Step 7: Then, you need to choose the option button labeled “Custom file.” With this approach, your flexibility will be increased at the time of translating spreadsheet headers to QuickBooks fields. Then you need to click “Next button” again.

Step 8: Locate and click on the “Browse button.” Then you can navigate and select your Excel workbook.

Step 9: Choose “Data is on sheet:” from the drop down labeled box and then you need to select the sheet that you want to import.

Step 10: If your chosen Excel sheet’s first row contains column headers, type “2.” Then you must enter a number in the box labeled as “Data starts on row.

Step 11: You need to click the drop-down box labeled and choose file mapping.”Then, you need to click” to open the Mappings dialog box. With the help of this box, you can get all the suggestions for fields of your Excel file template.

Step 12: Click the drop-down boxes in the “Import Data:” column to select fields from the Excel spreadsheet. For example, QuickBooks “Item Description” field may correspond with your Excel sheet’s “Desc.” field.

Step 13: Click “Save” to close the Mappings dialog box. Then you need to click the “Next key” twice for opening the wizard’s final screen.

Step 14: Click “Import.

Tip of the Day: Importing the data through the excel file requires the usage of the Default Template. It can be exported from POS. You can also import up to 65,000 rows at a time.

In addition to this, you can also convert .csv files to excel files. All you need to do is to just open the .csv file then you need to go to File menu and press Save as button. After this, you can choose Excel Workbook in Save as type drop-down.

Here is the lists that can be easily exported from QuickBooks Desktop Point of Sale to Excel:

  • Inventory Items
  • Employees
  • Customers
  • Vendors
  • Departments
  • Export data

Requirements for the Import Excel without Errors:

  • In your excel file, there should be no dashes or any of the empty excel fields
  • You can sort and remove empty rows and columns
  • In case you wish to keep the hidden columns, it is better to keep a copy of the record sand remove the hidden columns from the one file.
  • There should be no usage of formulas, hyperlinks, and special characters i.e.: @,#,$,%,&,*
  • A smart choice will be to use “clear contents” rather than using deleting info separately
  • If you have difficulty importing specific columns from your spreadsheet, then the first thing is to verify that the column cells are formatted correctly to work with the Data Import wizard.
  • You also need to freeze the headers of the spreadsheet to scroll down while viewing headers
  • Using Page Up and Page Down keys will be another wise choice instead of scrolling with mouse

Process of Import Excel File into QuickBooks Point of Sale

  • In QuickBooks Desktop Point of Sale, first of all you need to go to File
  • Then you need to click on the Utilities and then hit the Import button.
  • It will bring forth the Data Import Wizard and you can select the Next.
  • Then you need to select the type of data in order to import then click on Next button again.
  • Choose the Default template on how you wish to import the data and then you can open the Import Template.

If you wish to have a Different Excel file Template for Importing the Data

Then you need to choose the Custom file and then hit the Next action tab.

To use a custom made template, you need to locate your saved template. Then you need to ensure to select the correct worksheet tab and the correct row where the data was initiated.

For this, here’s the path:

  • Select Choose File Mapping
  • Add or Select Mapping
  • Manage Mappings.
  • After mapping is completed, select Save.
  • Choose the Next button and you will be taken forward with the help of the prompt to start the import.
  • You again have to select Next and follow the prompt to take you to the required popup.
  • After the import wizard checks the import file, select Import.
  • Close the wizard.

Accounting Professionals, CPA, Enterprises, Owners

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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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