How to Import an Excel File into QuickBooks?

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.

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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

Supported Entities/Lists

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

Technical Details

Pricing

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.

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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.

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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.

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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.

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Which file types are supported by Dancing Numbers?

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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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