How to Import Sales Orders into QuickBooks Desktop?

by James Antonio

In QuickBooks accounting software, user usually faces many troubles while importing sales orders into QuickBooks. To make it easy, make sure that the sales order is to check out being a product backorder for all customers. Once products are just held in stocks, is it any way to convert the sales order at the first hand. Yes, it is possible with any transaction tracking import software. This article will help you to get to know about how to import sales orders into QuickBooks.

Import Sales Orders into QuickBooks Desktop

To import sales orders into QuickBooks, follow below instructions

  • The first thing to do is to install transaction tracking import software on your system
  • After that, open your QuickBooks company file that you want to import data in to as an Administrator
  • Then, you have to open the installed transaction tracking software
  • Then need to choose spreadsheet or text file (includes the sales order that you want to import)
  • User need to set up the “Mapping” of the columns
  • In columns, you set sales order import file into the corresponding field
  • Then click on “Import” and your sales order directly added to your QuickBooks company file

Import Sales Orders into QuickBooks Desktop

Important notes for Sales order list

Multi-Lined Sales Orders: you can without much of a stretch import all multi-lined Sales Orders into QuickBooks user just need to use a business importer approach. It would be ideal if you use the sales order number sequence-wise. Business Importer approach makes a way to gather your all transactions lines just into one transaction with a few lines. In any case that they have a similar sales order number. Make sure that the sales order number is the equivalent in the lines you need to join into one transaction.

Sales Order Number: The Sales order signifies a specific number of identities. Users need to assign numbers or also prefer reference number auto-creation function. To run with this function, the user needs to click on Setting And then choose general from available preferences. After that, you just need to generate a reference number consequently.

Clients Auto-creation: To run with this procedure, the user needs to go to the Settings. From the drop-down menu, the user just needs to choose Customer/Vendor. If you can’t find it then create it.

Items Auto-creation: To proceed with this processing, first of all, go to the Settings. Then need to choose the product. If you are unable to find it then create it on your own.

The above article will provide all information that is useful to import sales orders into QuickBooks. The business importer approach or transaction tracking import software is the only way to import sales orders into QuickBooks features and integrated applications know how to make things more easy and simple.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

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

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

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

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.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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