How to Import General Ledger into QuickBooks Desktop & Online?

by James Antonio

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The Main Book of your accounting system, also known as the General Ledger, is a record that contains individual accounts that display your account transactions. It is essentially a set of accounts that provides information about your transactions in relation to each of your accounts. As a consequence, the General Ledger shows you the outcome of all your transactions in chronological order by date. Learn steps to Import General Ledger into QuickBooks Desktop & Online.

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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.

You may need to import the general ledger from Excel into QuickBooks Desktop for a complete count, which is quite achievable. If you want to learn how to import general ledger into QuickBooks Desktop or QuickBooks Online using Excel, we can help. The steps to import general ledger into QuickBooks Desktop and online are listed below.

How to Import General Ledger into QuickBooks Desktop & Online?

You may import many sorts of lists and transactions into your QuickBooks account. Furthermore, you may import data in a variety of file formats, including IIF, CSV, and MS Excel files. You may import General Ledger using one of two methods. One way is to import your data into QuickBooks using an Excel sheet. The alternative way necessitates the installation of the QB Import Excel and CSV toolbox. You may then import the data in CSV format.

In this article, you will learn how to import general ledger into QuickBooks Desktop and QuickBooks Online in two methods in the following discussion.

Step 1: Using an Excel Spreadsheet, Import General Ledger data into QuickBooks Online and Desktop

To complete this step, just open QuickBooks and continue to import data using the Excel sheet. The steps to import general ledger into QuickBooks Desktop or Online are as follows:

  • Access your “QuickBooks” account.
  • Then, select the “Gear icon.” It should be in the upper right corner.
  • Click on the “Import Data” button to the right.
  • Then, pick the “Accounts” option.
  • You may now navigate to the excel sheet and submit it to QuickBooks.

Note: General Ledger begins importing the Excel sheet into your account as soon as you submit it. Please keep in mind that following methods apply to QuickBooks Online, QuickBooks Desktop, Pro, and Enterprise versions.

Step 2: QuickBooks General Ledger Import Excel and CSV Import Toolkit

This approach necessitates the installation of the QuickBooks Import Excel and CSV tools. This allows you to quickly import the list in CSV format. It should be mentioned that these steps are irreversible. It is also recommended that you create a backup of QuickBooks.

To import general ledger into QuickBooks Desktop from Excel, use the QuickBooks Import Excel and CSV toolbox as follows:

  • Save the file to your computer’s desktop after installing “QuickBooks Import Excel and CSV tools.
  • Then, double-click the “QuickBooks Import Excel and CSV.exe” file to launch it. This will open the “WinZip Self-Extractor” window.
  • Select “Browse” from the menu.
  • Now, navigate to the location where you want to install the toolkit.
  • Then, click the “OK” button.
  • Then, select “Unzip” from the drop-down menu. The contents will be extracted as a result of this.
  • Choose the “Close” option.

NOTE: This will close the “WinZip Self-Extractor” window

  • Then, navigate to the “QuickBooks Import Excel and CSV” folder you previously selected.

Note: This is how the QuickBooks Import Excel and CSV tools work. When you unzip the file, you will be able to extract all of its contents. You will be able to import transactions and lists into QuickBooks Desktop as a result of this.

The information in this article helps you in importing general ledger into QuickBooks Desktop and Online. However, following the steps outlined above one by one will ensure that you import general ledger into QuickBooks Desktop and online. Are you still unable to resolve the problem? If any of your questions remain unanswered, please contact the Dancing Numbers helpdesk, and the team members will assist you as they are available 365 days a year.

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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.


Where can I locate the Gear Icon in QuickBooks both on the Desktop and Online?

The settings menu is represented by the Gear symbol. You may access a variety of functions to do certain tasks by clicking on the gear button. Furthermore, you may use this icon to manage charts of accounts, edit corporate files, check recurring transactions, and configure goods and services.

However, the Gear symbol in QuickBooks frequently vanishes. As a result, users are unable to access the tool menu that the gear symbol offers. This might happen for a variety of reasons. However, you may make the gear symbol visible on your screen by refreshing the QuickBooks account.

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.

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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:
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  • 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.

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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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