How to Import an Excel File into QuickBooks?

by James Antonio

Sometimes while working in QuickBooks, you may come across a scenario where you will have to import the excel sheets into QuickBooks. In the below write-up, we will look into the ways to do it. You will need this option to import customer, vendor items, payroll list, and transactions from time to time.

Import of Excel Files with Advanced Import option

Step 1. First of all, click on File > Utilities > Import and then excel files.

Step 2. Now click on the Advance import option after clicking ‘No’ on Add/edit multiple list entries, after that you need to set up your account mapping.

Step 3. Now from the Import type drop-down, choose the data that needs to be imported. Match the columns between QuickBooks and import data and click on save.

Step 4. After setting up mapping and selecting the data for import, click on preview and verify the mapping and choose import to complete the process.

Import of Excel Files with Add/Edit Multiple lists option

Step 1. Click on lists > Add/edit multiple list entries.

Step 2. Now choose the List drop-down and select the list that you want to work with and filter the list to see a particular record.

Step 3. Now click on customize column button to choose the column you wish to see in Add/edit multiple list entries window. Or you can also select the default button to go back to the Pre-set columns.

Step 4. Now add or edit the entries by clicking the appropriate fields and save changes.

Frequently Asked Questions

How can I import Journal Entries from Excel to QuickBooks?

You need to go to the file menu > choose Utilities and then click on import > now select General journal entries. After that, you need to browse and select the QBJ file you saved and you will be able to see all journal entries posted by your accountant on Add General journal entries window.

How can I convert or open IIF files through Excel?

At first open excel files > click File and then click on open > now click browse and search for IIF file > now select the file and click on open. Now you just need to follow the instructions advised by mfaster.

How can I Convert Excel to QBJ format?

At first, review transactions before converting and set the company name and id if needed, and click on convert to create the QBJ file. You can then import this QBJ file to QuickBooks.

How can I open the QuickBooks file in Excel?

First of all, open QuickBooks and click on Open from the drop-down menu, and right-click on the QBW file that you want to open. After selecting the file that you want to open click on the ‘File in excel’ option. This will convert the QuickBooks file into excel.

How to Import Checks into QuickBooks?

Click on Accountant menu > click batch enter transactions > choose checks as transactions type and bank accounts > now enter the check date, account, and amount. And click on save.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

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

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

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.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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