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How to Import Receive Payments into QuickBooks Online using Dancing Numbers Online?

You have to import receive Payments into QuickBooks Online to make accurate reports. As it affects the financial statements and […]


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You have to import receive Payments into QuickBooks Online to make accurate reports. As it affects the financial statements and accounts when you add it into your QuickBooks account that results in changes to your financial reports. This means that it is also important to import Receive Payments into QuickBooks Online using Dancing Numbers Online. It is an easy and automatic process that saves your time and transfers all the data accurately. In this article, you get to know the things required before this process with detailed steps to get it done. Also, you get to know about the fields that you have to check while importing that are mentioned in the table below.

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.

What are the Prerequisites 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 Receive Payments into QuickBooks Online using Dancing Numbers Online

Here are the steps for importing the Receive Payments data into QuickBooks Online:

  • Upload: Upload the received Payments file that is in text or spreadsheet form. To upload click on the browse button and then search for the file. After that, click on the Upload button, and you are done with this step.
  • Mapping: Map the fields properly so that the data you import must align properly with your QuickBooks Online account. You can also remove fields that are extra or are not useful. After mapping, you have to proceed further to the next step.
  • Import: Last but not least, preview the data for issues and then click on the Import button to start the import process. Then the automatic process started to import and receive Payments into your QuickBooks account.

In case, you are facing any issues or glitches that interrupt you’re importing process then you have to fix it all. All the problems are shown on your screen and written in red color. So you have to solve it all to do the import process successfully.

Import Receive Payments Fields in Dancing Numbers Online

Field NameFormatDescription
Ref No  21 Characters  Mention the reference number for the transaction here within 21 characters. It is used for the internal process into your QuickBooks Online account. QuickBooks auto-generates the new value using it.  You can easily change it into your import settings.
CustomerCharactersWrite down the customer name from whom you receive Payments.
Payments DateDateMention the date on which the transaction is done.
Payments methodCharactersMention the method of Payments through which you have received Payments from the customer.
Deposit To Account NameCharactersWrite down the account name in which the deposit is done.
Invoice NoCharactersIn this field, mention the corresponding invoice transaction invoice number for the Payments.
Tracking No30 CharactersProvide the tracking number of the shipping provider for the goods delivery that is associated with the transaction.
AmountDecimalWrite down the amount received.
Reference No  Characters  Mention the Payments’ reference number. (E.g. Check # for a check, envelope number for cash Payments, Credit Card Transaction Id for a credit card Payments).
Memo4000 CharactersMention the private note for the organization’s transaction. This note is not visible on the transaction.
Currency CodeCharactersReference to the Currency in which all amounts on the associated transaction are expressed.
Exchange Rate  Decimal  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.

Let’s import the received Payments that are essential to make reports of all your finances. These receive Payments impact all your finances directly so you must import all the Payments that you have with you in the excel spreadsheet. Upload it and then import it with a few more clicks. If you are facing any glitches then connect with the Dancing Numbers Online expert team members by just sending an email at support@dancingnumbers.com or doing a live chat with them. The team is available to help you out with all your issues whenever required.

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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)

How does Importing Receive Payments effects the Financial Reports in QuickBooks?

In the financial reports of QuickBooks receiving Payments is an important thing as it is a kind of income that takes place in the reports like income and expenses, balance sheet, and more. So it is important to import all your received Payments.

Is it Important to Choose the Account Type when Starting the Import Process?

Yes, you have to choose the account type to start the import process and then do the rest of the steps to complete the process.

What if the Import Receives Payments into QuickBooks Online using Dancing Numbers Online Software goes Wrong?

This happens when you won’t map the fields properly and import the file. Then you can use the Deleter service to delete the imported data and then again import the data carefully.

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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