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

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.

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 data file 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 Name	Format	Description
Ref No	21 Characters	Mention the reference number of the transaction.
Payee	Characters	You have to provide the Payee name which can be anyone (Employee / Customer / Vendor) for the related transaction.
Account	Characters	Name of the Bank / Credit Card / Cash Account for this transaction.
Payment Date	Date	The date entered by the user when this transaction occurred.
Memo	4000 Characters	Mention a note that is related to the bill transaction.
Category Account	Characters	Reference to the Expense Account Name associated with the billing.
Category Description	4000 Characters	Free form text description of the Expense.
Category Line Amount	Decimal	Mention the category line amount in this field for the item.
Category Billable Status	Boolean	In the field if TRUE then it is Billable, If FALSE then it is Not Billable.
Category Markup Percent	Decimal	Provide the category markup value for the expense transaction.
Category Customer	Characters	Reference to the Customer associated with the expense.
Category Class	Characters	Mention the category class for the product.
Category Taxable	Boolean	It if it is TRUE that means you are taxable.
Line Item or Product/Service	Characters	If you have any references then mention them here.
Line Item Description or Product/Service Description	4000 Characters	Description of the Item. It will be populated from the Item description entered in QuickBooks Online.
Line Item Quantity or Product/Service Quantity	Decimal	In this field mention the quantity of product / service or item.
Line Item Rate or Product/Service Rate	Decimal	Write down the Line item or product / service rate.
Line Item Amount or Product/Service Amount	Decimal	Provide 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 Status	Boolean	If it is TRUE then it is Billable; If it is FALSE then it is Not Billable.
Line Item Taxable or Product/Service Taxable	Boolean	If you show it TRUE then apply the tax here.
Line Item Markup Percent or Product/Service Markup Percent	Decimal	Mention the line item markup value or percentage for the product or item.
Line Item Customer or Billable Customer: Product/Service	Characters	You have to provide the customer name for the item or product / service.
Line Item Class or Product/Service Class	Characters	Provide the class name for the item or product / service.
Location	Characters	You have to write the transaction’s location.
Currency Code	Characters	Mention the transaction’s currency code here.
Exchange Rate	Decimal	Provide 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.

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