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How to Import Journal Entries into QuickBooks Online using Dancing Numbers Online?

The journal entries allow you to correct the information that is inaccurate in your financial accounting database. You can also […]


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The journal entries allow you to correct the information that is inaccurate in your financial accounting database. You can also add transactions for which you are not able to add in any other sections. It is important to import journal entries into QuickBooks Online using Dancing Numbers Online. Dancing Numbers software helps you to import bulk lists and transactions with an automatic process. It saves you a lot of time and money.

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.

Let’s go through the sections below that are import process followed by requirements to be fulfilled before starting the process.

Things Required Before Starting the Journal Entries 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 Journal Entries into QuickBooks Online using Dancing Numbers Online

Before proceeding with the automatic import process, there are several steps that you have to complete. These guidelines help you focus on other work as it does transfer data for you without any problems or errors. If there is any issue, then it will notify you after importing other data which might need fixing. With this guideline, you can import bulk lists or individual transactions, and here are 3 main steps:

  • Upload: Uploading is the first step to importing journal entries into QuickBooks Online. Search for and select your file to upload, and then click the following button in order to finalize the process.
  • Map: You can choose to edit the file data according to the QuickBooks Online program and help import it, you can save the mapping settings for later imports. After mapping proceeds toward the next step.
  • Import: The third step has to do with reviewing the data that will be imported. It can be done in a number of different ways like clicking “View import database” or viewing the auto-completed database. After reviewing all the data to import, you would click on the “Import” button and then wait for it to finish. Once that’s done, you’ll get an alert telling you it’s finished.

When you are finished importing information, the top left of your screen will display a message indicating that you have completed the import process. Additionally, it displays what was imported and offers indicators for any errors with advice on how to correct them.

Import Journal Entries Fields in Dancing Numbers Online

Field NameFormatDescription
Journal No21 CharactersProvide the Journal no. for this transaction that must be unique. The software uses this value only for internal processing. QuickBooks auto-generates a new value with this reference number. You can use the import setting to change it.
Journal DateDateProvide the Journal entry transaction date on which it is done.
Memo4000 CharactersIn this field, the private note of the organization can be written related to the transaction. This not is not going to be visible on the record of the transaction.
AccountCharactersMention the Account name for which you have done the journal entry transaction.
AmountDecimalWrite the amount of line in which the debits are mentioned as the positive value and the credits are mentioned as the negative values.
NameCharactersMention the name of the Customer, Vendor, or Employee associated with the line, if any. If the Account is Accounts Payable, the Debit line must have a Vendor. If the Account is Accounts Receivable, the Debit line must have a Customer.
LocationCharactersYou have to write the transaction’s location.
ClassCharactersProvide the class name for the item or product / service.
Exchange RateDecimalIn this field the 1 is the default. It is applicable when the multi-currency is shown for the company. The home currency unit number is equal to one unit of the currency that is specified by the field of currency code.
Is AdjustmentBooleanMention the adjustment value for the journal entry in this field.

Import bulk journal entries with an automatic method and save your time. It helps you to import data correctly and also do the mapping to transfer data in alignment. This helps you to easily get the data located whenever required. If you are facing any issues while importing journal entries into QuickBooks Online using Dancing Numbers Online then connect with professionals via live chat or email at support@dancingnumbers.com. The Dancing Numbers helpdesk team is available all around the clock.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

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
+1-800-596-0806 or chat with experts.


Frequently Asked Questions (Faqs)

What if there are Some Entries that I won’t like to Import while Processing Import Journal Entries into QuickBooks Online using Dancing Numbers Online?

In this case, you have to check the data after uploading the file and select the data that you want to import into your account. It imports only selected data.

Can it Import Journal Entries into QuickBooks Online using Dancing Numbers Online with multiple lines?

Yes, it does import journal entries into QuickBooks Online using Dancing Numbers Online with multi-lines easily without facing or creating any issues or problems.

What if I did import Journal Entries into QuickBooks Online using Dancing Numbers Online and now Want to Change Import settings but don’t know How?

You can easily go to import settings and make the changes you want to do. Still, not able to change import settings and then connect with Dancing Numbers professionals via email at support@dancingnumbers.com or do live chat for an instant solution.

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

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

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

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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