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How to Import Purchase Orders into QuickBooks Online using Dancing Numbers Online?

The purchase orders are used to record the database that is further used to send the order details to the […]


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The purchase orders are used to record the database that is further used to send the order details to the vendor or supplier. This way they receive the goods and services on time. You have to import purchase orders into QuickBooks Online using Dancing Numbers online. This article talks about the process of using Dancing Numbers Online software to import purchase orders into QuickBooks Online. The purchase orders can be imported with multiple lines and have information in each line such as number, date, customer, etc.

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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.

You need to import the purchase orders into QuickBooks Online in order to do reports and track profits. The whole process is laid out here; before that, you need to fulfill the prerequisites that are required in order for you to run this software without having any difficulty.

Things Required Before Starting the Purchase Orders 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.

How to Import Purchase Orders into QuickBooks Online using Dancing Numbers Online?

Here are the 3 basic steps that you must follow to start the import process. Before proceeding towards steps, you have to connect your QuickBooks Online account with Dancing Numbers Online. Then make sure that the file is placed in the correct place and won’t be expressed. Click on Import to start importing process and then follow the 3 basic steps mentioned here:

  • Upload: In the Import process, Choose Transactions and then click on Purchase orders then click on the Browse option to search the purchase order file. Locate the file and click on the Open button to open the file in Dancing Numbers Online software.
  • Map: Fill the mandatory fields according to the fields and do choose the fields according to QuickBooks Data File Format. Then save the mapping and then proceed forward.
  • Import: Check the data of the file that is going to import; check that all the detail and account types must be selected. After that, click on the Import button and the automatic process starts importing your data.

When it is done then it shows you the message Successfully Imported. In some files, if you find the lines written in red color that means there are some issues and fix them to get the import done of that particular data. Now you are done with the automatic process of importing Purchase Orders into QuickBooks Online using Dancing Numbers Online.

Import Purchase Orders Fields in Dancing Numbers Online

Field NameFormatDescription
PO No21 CharactersYou have to provide the PO number for the transaction. This number is used for internal processing of the software by the default Reference number for the transaction. You can easily change it using the import settings.
PayeeCharactersMention the payee name for this transaction.
Purchase Order DateDateUser has to mention the date when the transaction happens.
Purchase Order StatusCharactersProvide the status of your purchase order.
Due DateDateDate when the payment of the transaction is due.
Ship ViaCharactersMention from where you are shipping it.
Ship-ToCharactersMention where you are sending it.
TermsCharactersMention the terms that are the default for these transactions done by you.
Billing Address Line 1500 CharactersIt is the first line of the billing address for the invoice.
Billing Address Line 2500 CharactersIt is the second line of the billing address for the invoice.
Billing Address Line 3500 CharactersIt is the third line of the billing address for the invoice.
Billing Address City255 CharactersMention the city name for your billing address.
Billing Address Postal Code31 CharactersMention the zip code for your billing address.
Billing Address Country255 CharactersMention the name of the country for your billing address.
Billing Address State255 CharactersProvide the name of the state for your billing address.
Shipping Address Line 1500 CharactersIt is the first line of the shipping address for the invoice.
Shipping Address Line 2500 CharactersIt is the second line of the shipping address for the invoice.
Shipping Address Line 3500 CharactersIt is the third line of the shipping address for the invoice.
Shipping Address City255 CharactersMention the city’s name for your shipping address.
Shipping Address Postal Code31 CharactersMention the zip code for your shipping address.
Shipping Address Country255 CharactersMention the name of the country for your shipping address.
Shipping Address State255 CharactersMention the name of the state for your shipping address.
Memo4000 CharactersOrganization-private note about the transaction. This note will not appear on the transaction records by default.
Message to Vendor4000 CharactersHere you can mention the note for the vendor that is about the transaction of the purchase order.
Category AccountCharactersReference to the Expense Account Name associated with the billing.
Category Description4000 CharactersFree form text description of the Expense.
Category Line AmountDecimalMention the category line amount in this field for the item.
Category Billable StatusDecimalIn the field if TRUE then it is Billable, If FALSE then it is Not Billable.
Category CustomerCharactersReference to the Customer associated with the expense.
Category ClassCharactersMention the category class for the product.
Line ItemCharactersIf you have any references then mention them here.
Line Item Description4000 CharactersDescription of the Item. It will be populated from the Item description entered in QuickBooks Online.
Line Item QuantityDecimalIn this field mention the quantity of item / product / service.
Line Item RateDecimalWrite down the Unit rate for the Line item / product / service rate.
Line Item AmountDecimalProvide the Line item amount or the item / 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 StatusBooleanIf it is TRUE then it is Billable; If it is FALSE then it is Not Billable.
Line Item CustomerCharactersYou have to provide the customer name for the item / product / service.
Line Item ClassCharactersMention the Class name that is associated with this item / product / service.
Accounts Payable Account NameCharactersSpecifies which Accounts Payable Account the bill will be credited to.
LocationCharactersProvide the correct Location of the transaction if you know it.
Currency CodeCharactersReference to the Currency in which all amounts on the associated transaction are expressed.
Exchange RateDecimal You have to mention the Exchange Rate of the given currency against the home currency.

Make sure that the purchase order transactions file that you want to import must be damage-free and error-free. This helps you to easily import purchase orders into QuickBooks Online using Dancing Numbers Online and saves a lot of time. If you are facing any issues regarding the process, file, or anything else; connect with Dancing Numbers Online professionals. The team is available 365 days a year. You can connect them via email at support@dancingnumbers.com or do a live chat with professionals to get your issues resolved.

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


Frequently Asked Questions (Faqs)

Why did I require importing Purchase Orders into QuickBooks Online using Dancing Numbers Online?

The purchase orders in QuickBooks save all the customer details that increasing the efficiency. Whenever you get an order then for creating new Purchase Order you already have all the details. You have to import purchase orders into QuickBooks Online using Dancing Numbers online as it provides an automatic process and won’t create any false or duplicate database.

What if there are Some new Purchase Orders in the Database of Purchase Orders File that You are importing?

In this case, you have to create new purchase order into your QuickBooks account so that when you import a purchase order into QuickBooks Online using Dancing Numbers then it won’t show you an error.

What kind of File type can be imported When you use Dancing Numbers Online to Import Purchase Orders into QuickBooks Online using Dancing Numbers Online?

The file must be in text format or in excel format. If you have the file in any other format then change it and import the file into QuickBooks Online using Dancing Numbers Online without wasting your time.

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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