How to Import Refund Receipts into QuickBooks Online using Dancing Numbers Online?

The refund receipts are used in the QuickBooks Online account when a customer is not satisfied with the product or service they are using. Then you have to give them a refund receipt by creating it. So, if you have data on these kinds of refund receipts then it is required to import refund receipts into QuickBooks Online using Dancing Numbers Online.

Refund receipts are a special type of expense transaction that helps you in making reports of income and expenses, profit and loss, balance sheet, and more. You have to import it and the process is mentioned in this article below to get it done in a few simple steps.

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.

What are the Steps to import the Refund Receipts into QuickBooks Online using Dancing Numbers Online?

There are 3 basic steps that you have to implement to import Refund Receipts into QuickBooks Online using Dancing Numbers Online. After these 3 steps, the software runs the automatic process and notifies you when done. You can invest your time in other things while processing automatic processes.

• Upload: This is the very first step to starting the import process. You have to upload the refund receipts text or excel spreadsheet file into the software. Make sure that the file has correct data without any corruption.
• Mapping: This is the second step that you have to perform to do the import procedure. You have to map all the fields as per the file format in QuickBooks Online so that all data can transfer easily to the correct fields.
• Import: The third step is to review and then import the data into your QuickBooks Online account. When everything is done properly then click on the Import button and the automatic process started.

In case the import process stops after starting it and shows you an error then you have to fix them all to import refund receipts into your QuickBooks account.

Import Refund Receipt Fields in Dancing Numbers Online

Field Name	Format	Description
Refund Receipt no.	21 Characters	Reference number for the transaction. By default, this value is used only for internal processing and auto-generates a new value. You can easily perform changes to this refund receipt no. using import settings.
Customer	Characters	Provide the customer’s name.
Refund Receipt Date	Date	Provide the transaction date for the refund receipt.
Refunded From	Characters	Write the name of the Asset account where the money is refunded.
Payment method	Characters	Mention the payment method that you are receiving from your customer.
Billing Address Line 1	Characters	It is the first line of the billing address for the invoice.
Billing Address Line 2	Characters	It is the second line of the billing address for the invoice.
Billing Address Line 3	Characters	It is the third line of the billing address for the invoice.
Billing Address City	Characters	Mention the name of the city for your billing address.
Billing Address Postal Code	Characters	Mention the zip code for your billing address.
Billing Address Country	Characters	Mention the name of the country for your billing address.
Billing Address Country Subdivision Code	Characters	Region within a country. For example, state name for the USA, province name for Canada.
Shipping Address Line 1	Characters	It is the first line of the shipping address for the invoice.
Shipping Address Line 2	Characters	It is the second line of the shipping address for the invoice.
Shipping Address Line 3	Characters	It is the third line of the shipping address for the invoice.
Shipping Address City	Characters	Mention the city’s name for your shipping address.
Shipping Address Postal Code	Characters	Mention the zip code for your shipping address.
Shipping Address Country	Characters	Mention the name of the country for your shipping address.
Shipping Address Country Subdivision Code	Characters	Region within a country. For example, state name for the USA, province name for Canada.
Memo	Characters	Organization-private note about the transaction. This note will not appear on the transaction records by default.
Message displayed on refund receipt	Characters	User-entered message to the customer; this message is visible to end-user on their transactions.
Email	Characters	Email address. The address format must follow RFC 822 standard.
Print Status	Boolean	Mention the Print status of the sales receipt.
Email Status	Boolean	Mention the Email status of the sales receipt.
Shipping	Decimal	The shipping amount for this transaction.
Shipping Tax Code	Characters	The tax code associated with the sales tax for this transaction.
Discount Amount	Decimal	You have to provide 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	You have to provide the discount amount. You may enter either a discount percent or a discount amount. If the percent is specified, it will override the amount.
Service Date	Date	Mention the service date on which service is performed.
Product/Service	Characters	Mention the product / service name or the SKU ID of the product.
Product/Service Description	4000 Characters	Write about the product / service you have taken.
Product/Service Quantity	Decimal	Mention the quantity of the product / service in numbers.
Product/Service Rate	Decimal	Mention the product or service rate you are assigning a credit memo for.
Product/Service Amount	Decimal	In this field, mention the total amount of your product / service for which you are creating a credit memo.
Product/Service Taxable	Boolean	In this field, if it’s true then you have to mark the line amount for tax calculation.
Product/Service Class	Characters	Mention the class name that is associated with this line.
Deposit	Decimal	The deposit made towards this invoice.
Location	Characters	If the location is provided or you can enter the location here.
Custom Field Value (1)	31 Characters	Mention the custom field value here.
Custom Field Value (2)	31 Characters	Mention the custom field name here.
Custom Field Value (3)	31 Characters	Mention the custom field value here.
Currency Code	Characters	Write the currency reference where the amounts are expressed on the associated transactions.
Exchange Rate	Decimal	In 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.

Let’s get started with the process to import refund receipts into QuickBooks Online using Dancing Numbers Online. This automatic process starts after performing a few simple steps and then notifies you when done. Till then you can invest your time in other things or where you want to. In case you are facing any glitches then connect with the Dancing Numbers Online helpdesk team. You can reach the team via live chat or email at support@dancingnumbers.com. The team members are here to help you 24/7 hours so that you can easily transfer your data into your QuickBooks Online account.

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