How to Import Files into QuickBooks Desktop?

by James Antonio

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QuickBooks acts as the most trustworthy accounting software widely used by companies and users because of its useful tools to manage financial data securely. Among all features, the import and export feature plays a significant role in the functionality and productivity. It saves time and effort. This article rounded up with the information on the import files in QuickBooks desktop by following some easy steps.

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 Desktop. Utilize import, export, and delete services of Dancing Numbers software.

What is the Importing of Files?

Importing files referred to bring a particular file into a program. The process of using files and data created by another application in QuickBooks is known as importing data. It makes the accounting tasks simpler and saves time. So, instead of entering files from scratch, use an import option to transfer data into or from QuickBooks.

Types of Files, Transactions, and Lists you can Import into QuickBooks

Following are some highlighting files format, list, and transactions that user can import into QuickBooks Desktop:

Lists:

  • Budgets
  • Payment method
  • Vendor
  • Classes
  • Customer & customer jobs
  • Notes
  • Items
  • To-dos
  • Vendor types
  • Chart of Accounts

Transactions:

  • Cash sales to customers
  • Account beginning balances
  • Account transfers of funds
  • Vendor bills
  • Checks
  • Deposits
  • Invoices
  • Cash refunds to customers
  • Estimates
  • Payments from customers
  • Credit card transactions
  • Vendor bill refunds
  • General journal entries
  • Purchase orders
  • Credit card refunds to customers
  • Credit memos to customers

File formats:

  • IIF files
  • CSV files

How to Import IIF Files into QuickBooks?

IIF files stand for Intuit Interchange Format. These are Tab-separated value files with ASCII text support by QuickBooks to perform importing transactions, lists, or files. IIF files are compatible with many accounting software to transfer the information to and from them. Moreover, it is recognized as an ideal for managing accounting records in QuickBooks.

You can import IIF formatted files into QuickBooks. It includes journal entries, invoices, receipts, bank transactions, and more. Here are the steps that need to follow if you want to import IIF files in QuickBooks:

  • Ensure that you sign in company file as an Administrator mode
  • Before starting an import process, take the backup of the company file so that it is possible to restore data if you fail to import expected file
  • Navigate file and then Click Single User Mode
  • Choose Utilities then select Import and then IIF files
  • Browse preferred .IIF file and then outline it then Click on Open option
  • Hit on OK appearing on the pop-up window confirming you that your file has been imported.

CSV files:

These files are text files with tabular information. Fields in the CSV file is isolated with a comma. Several spreadsheets support this format. However, you can generate the CSV files through any text editor.

Steps to Import CSV File into QuickBooks

If you want to import the CSV formatted list, then you require installing QuickBooks Import Excel and CSV toolkit. Here are the steps to import:

  • Initially, you have to open the file download window located in a tool kit and then select Save
  • Navigate Window Desktop and then Click on Save
  • Locate QuickBooks_Import_Excel_and_CSV.exe, double click on it, A WinZip Self-Extractor window will display on the Window desktop
  • You have to click Browse option and then select the location or folder where you wish to install the toolkit
  • Click on Ok
  • Choose to Unzip for extracting the files and then Hit on Close to close the window named WinZip Self-Extractor Window
  • Locate QuickBooks Import Excel & CSV folder and open it.

Useful instructions to Edit an IIF file:

  • Locate Microsoft Excel; choose File and then Choose Open
  • Search your preferred IIF file that you want to edit
  • Navigate drop-down named File type and then choose All files
  • Click on IIF and then choose Open
  • Discover the Next option in displaying window called Text Import Wizard and then Click Next & Finish
  • Apply the modification to selected IIF file
  • Locate the File option and then save the applied changes by clicking on Save button
  • Hit on Yes
  • Close your Excel. There appears a prompt again to save the IIF again then Click Don’t Save

That’s all about import file into QuickBooks Desktop. IIF files are simple to import because QuickBooks Desktop itself formats the data and saves more time. Thus, start importing the IIF file instead of creating an IIF file from scratch. It will simplify the complex task of entering data directly into the software, which will enhance the functionality and productivity. Stay tuned and get an updated article on Import, Export, and Deleting Data in QuickBooks.

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 1800-689-5491 or chat with experts.


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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