How to Import Expenses into QuickBooks Online using Dancing Numbers Online?

For accurate reports import expenses into QuickBooks Online using Dancing Numbers Online software.

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Expenses are the things that you have done for your organization that help customers to get better products or services. Expenses are most important for creating income and expense reports, profit and loss, balance sheets, and many more reports. For accurate reports import expenses into QuickBooks Online using Dancing Numbers Online software. The implementation of importing process is mentioned below in detail. You are required to follow it and start the automatic process. Dancing Numbers Online helps you to import the expenses transactions whether they are single form or in bulk form. Your expenses file must be in a text file or in an excel spreadsheet so that it can be done easily.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.

Prerequisites that are Important to Proceed with the Import Process using Dancing Numbers Online

Connect QuickBooks Online to Dancing Numbers Online via QuickBooks AppStore. Just click on “Get App Now” to start using the Dancing Numbers Online application program. You can also start the 7 Days Free Trial if you are not subscribed for Dancing Numbers Online yet.

Steps to Import the Expenses into QuickBooks Online using Dancing Numbers Online

It is a 3 step process to import expenses into QuickBooks Online using Dancing Numbers Online. Do follow it and start importing expenses automatically so that you can save the cost and time. Login Dancing Numbers Online with QuickBooks Online and then the steps are as follows:

  • Upload: Choose import and then the first step is Upload. Click on upload and then browse the file of expenses that you want to import. The file must be in text or excel format. After uploading, go to the next step to continue.
  • Mapping: Mapping is the next step in which you have to map the field of your data according to the QuickBooks online format. This helps to transfer the data properly to its correct position. Then proceed further after mapping the fields.
  • Import: You have to now review the data you are going to import and when everything is good. Click on the Import button to start the import process. After this, the process runs automatically and you can invest this time in some other important works.

When any problem or error happens then it shows on your screen so that you can fix them and continue with the process to import Expenses into the QuickBooks account using Dancing Numbers.

Import Expense Fields in Dancing Numbers Online

Field NameFormatDescription
Ref No21 CharactersMention the reference number of the transaction.
PayeeCharactersYou have to provide the Payee name which can be anyone (Employee / Customer / Vendor) for the related transaction.
AccountCharactersName of the Bank / Credit Card / Cash Account for this transaction.
Payment DateDateThe date entered by the user when this transaction occurred.
Memo4000 CharactersMention a note that is related to the bill transaction.
Category AccountCharactersReference to the Expense Account Name associated with the billing.
Category Description4000 CharactersFree form text description of the Expense.
Category Line AmountDecimalMention the category line amount in this field for the item.
Category Billable StatusBooleanIn the field if TRUE then it is Billable, If FALSE then it is Not Billable.
Category Markup PercentDecimalProvide the category markup value for the expense transaction.
Category CustomerCharactersReference to the Customer associated with the expense.
Category ClassCharactersMention the category class for the product.
Category TaxableBooleanIt if it is TRUE that means you are taxable.
Line Item or Product/ServiceCharactersIf you have any references then mention them here.
Line Item Description or Product/Service Description4000 CharactersDescription of the Item. It will be populated from the Item description entered in QuickBooks Online.
Line Item Quantity or Product/Service QuantityDecimalIn this field mention the quantity of product / service or item.
Line Item Rate or Product/Service RateDecimalWrite down the Line item or product / service rate.
Line Item Amount or Product/Service AmountDecimalProvide the Line item amount or the product / service amount according to the current price. The Total Amount of the Item. Not required if the Line Item Quantity & Line Item Rate is present.
Line Item Billable Status or Product/Service Billable StatusBooleanIf it is TRUE then it is Billable; If it is FALSE then it is Not Billable.
Line Item Taxable or Product/Service TaxableBooleanIf you show it TRUE then apply the tax here.
Line Item Markup Percent or Product/Service Markup PercentDecimalMention the line item markup value or percentage for the product or item.
Line Item Customer or Billable Customer: Product/ServiceCharactersYou have to provide the customer name for the item or product / service.
Line Item Class or Product/Service ClassCharactersProvide the class name for the item or product / service.
LocationCharactersYou have to write the transaction’s location.
Currency CodeCharactersMention the transaction’s currency code here.
Exchange RateDecimalProvide the exchange rate of the currency you have for the home currency.

Perform the automatic process to import Expenses into QuickBooks Online using Dancing Numbers Online. It helps you to import single as well as bulk lists and transactions to and from your QuickBooks Online account. You get all the error details as well if any. You can save a lot of time that can be invested anywhere else where you want to.

For any grievances, contact the Dancing Numbers customer helpdesk via email at support@dancingnumbers.com or you can also do a live chat for instant solutions. The team is available 365 days a year so that they can help you in resolving your problems and provide you with solutions by understanding your concern. This way you can quickly transfer your data into your QuickBooks Online account.

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.


What are the Few things to Check before Starting the Process to import Expenses into QuickBooks Online using Dancing Numbers Online?

Here are the things to check and verify in your file before starting the import process:

You have to leave all the cells blank if there are 0s in them.
Check the format of the date; all the dates must be in the same format that is dd/mm/yyyy.
There is a number in the column of description in all transactions.

Are there any kinds of Import Settings to be done to Import Expenses into QuickBooks Online using Dancing Numbers Online?

Yes, Here are a few settings for the import process that you have to do and take care of what can be done or not.

Does every Item or Product/service Required to Pay tax as I have to Fill in fields while Importing Expenses into QuickBooks Online using Dancing Numbers Online?

It totally depends on the product/service or item about which you are doing this process. If the predict/service or item is eligible then you have to mention the tax if not then no worries.

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

Dancing Numbers: Case Study

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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