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

The invoices are important to track all your sales of your organization. So you have to collect it in a single place like your QuickBooks account. This helps QuickBooks to generate the correct reports and provide you with accurate data at the end of the year. For this, you have to import all your multiple invoices which is too much time taking if you do it manually. So the best way is to import invoice transactions into QuickBooks Online using Dancing Numbers online. As it is the best automatic way that transfers all your invoice transactions in one go.

Pre-requisites that is Required Before Processing the Import Process

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 Invoice list into QuickBooks Online using Dancing Numbers Online

Here are the steps for importing the invoice list data into QuickBooks Online

• Upload: In this, you have to upload the invoice transaction file that must be in excel format. Also, the file must not be damaged or corrupted. You have to Browse for the file then select it and click on upload.
• Mapping: According to QuickBooks Online File Format map the fields of your uploaded file. Then check the data you want to import and move on to the next step.
• Import: In this step, you have to preview the data and then import it by clicking on the import button. The rest of the work is done automatically. Then you get the notification on your screen.

Furthermore, if there are any issues in importing then it won’t import the transactions until or unless it is resolved 100% or you have to remove that data for later on. When your file is error-free only then does the data got imported into the QuickBooks Online account.

Dancing Numbers Online Invoice Fields

Field Name	Format	Description
Invoice No	21 Characters	The transaction’s reference number. By default, Dancing Numbers(Online) uses this value only for internal processing, and QuickBooks creates a new value. In the import options, you can adjust this.
Customer	Characters	Mention the name of the customer for the invoice.
Invoice Date	Date	Write the invoice date of the transaction.
Due Date	Date	Date when the payment of the transaction is due. If the date is not provided, the number of days specified in the SalesTermRef added to the transaction date will be used.
Shipping Date	Date	The date for the delivery of goods or services.
Ship Via	30 Characters	References to the Ship Method associated with the transaction.
Tracking No	30 Characters	Shipping provider’s tracking number for the delivery of the goods associated with the transaction.
Terms	Characters	If any terms are related to the invoice then mention them here.
Billing Address Line 1	500 Characters	It is the first line of the billing address for the invoice.
Billing Address Line 2	500 Characters	It is the second line of the billing address for the invoice.
Billing Address Line 3	500 Characters	It is the third line of the billing address for the invoice.
Billing Address City	255 Characters	Mention the name of the city for your billing address.
Billing Address Postal Code	31 Characters	Mention the zip code of your billing address mentioned above.
Billing Address Country	255 Characters	Mention the name of the country for your billing address.
Billing Address State	255 Characters	Mention the name of the state for your billing address.
Shipping Address Line 1	500 Characters	It is the first line of the shipping address for the invoice.
Shipping Address Line 2	500 Characters	It is the second line of the shipping address for the invoice.
Shipping Address Line 3	500 Characters	It is the third line of the shipping address for the invoice.
Shipping Address City	255 Characters	Mention the name of the city for your shipping address.
Shipping Address Postal Code	31 Characters	Mention the zip code for your shipping address.
Shipping Address Country	255 Characters	Mention the name of the country for your shipping address.
Shipping Address State	255 Characters	Mention the name of the state for your shipping address.
Memo	4000 Characters	Organization-private note about the transaction. This note will not appear on the transaction records by default.
Message displayed on invoice	1000 Characters	User-entered message to the customer; this message is visible to end-user on their transactions.
Email	100 Characters	Email address. The address format must follow the RFC 822 standard.
Email CC	100 Characters	CC Email address. The address format must follow the RFC 822 standard.
Email BCC	100 Characters	BCC Email address. The address format must follow the RFC 822 standard.
Print Status	Boolean	Write the status of print here.
Email Status	Boolean	Write the status of email here.
Shipping	Decimal	The shipping amount for this transaction.
Sales Tax Code	Characters	The tax code associated with the sales tax for this transaction.
Sales Tax Amount	Decimal	Total tax amount for this transaction.
Discount Amount	Decimal	The discount amount. You may enter either a discount percent or a discount amount. If the percent is specified, it will override the amount.
Discount Percent	Decimal	Percentage by which the amount due is reduced, from 0% to 100%. To enter a discount of 8.5% use 8.5, not 0.085. You may enter either a discount percent or a discount amount. If the percent is specified, it will override the amount.
Discount Account	Characters
Apply Tax after Discount	Boolean	If false or null, calculate the sales tax first, and then apply the discount. If true, subtract the discount first and then calculate the sales tax.
Service Date	Date	Date when the service is performed.
Product/Service	Characters	Provide the Product/Service name here.
Product/Service Description	4000 Characters	Provide the Product/Service description here.
Product/Service Quantity	Decimal	Provide the Product/Service quantity here.
Product/Service Rate	Decimal	Provide the Product/Service rate here.
Product/Service Amount	Decimal	Provide the Product/Service amount here.
Product/Service Taxable	Boolean	If TRUE, marks the line amount for Tax calculation.
Product/Service Class	Characters	The Class name is associated with this line.
Deposit	Decimal	The deposit made towards this invoice.
Location	Characters
Show Sub Total	Boolean	If TRUE, It will add Sub Total Line
Custom Field Name (1)	15 Characters	Name of the custom field.
Custom Field Value (1)	31 Characters	Value of the custom field.
Custom Field Name (2)	15 Characters	Name of the custom field.
Custom Field Value (2)	31 Characters	Value of the custom field.
Custom Field Name (3)	15 Characters	Name of the custom field.
Custom Field Value (3)	31 Characters	Value of the custom field.
Currency Code	Characters	Reference to the Currency in which all amounts on the associated transaction are expressed.
Exchange Rate	Decimal	The default is 1, applicable if multi-currency is enabled for the company. The number of home currency units it takes to equal one unit of currency is specified by the Currency Code field.
Enable Online Payment	Boolean	Set True to enable Online Payment
Enable Intuit Payment	Boolean	Set True to enable Intuit Payment
Enable CreditCard Payment	Boolean	Set True to enable Credit card Payment
Enable ACH Payment	Boolean	Set True to enable ACH Payment

Let’s import the invoice list altogether automatically. For any queries connect with the expert team via email at support@dancingnumbers.com or live chat to fix them quickly.

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