Import Settings in Dancing Numbers (Desktop)

by James Antonio

Dancing numbers (Desktop) provide you with a limitless service to fulfill the requirements of every user. In dancing numbers, there are the following configurations that are available. The below configurations are available in the Dancing numbers (Desktop).

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 Desktop. Utilize import, export, and delete services of Dancing Numbers software.

You can simply go to Settings Window through Top left Corner >>> Settings button in import Screen. The below settings are in the Import settings which assists you in many tasks.

General

  • Find Matching Transactions in QuickBooks by – This option is used to get the existing transactions to identify in your QuickBooks Company. You can select the below option
    1. QuickBooks Internal ID – QuickBooks creates the specific Identifier which helps to locate the existing transactions. Users can get the QuickBooks internal ID for the transactions using EXPORT features.
  • Pre Import Validation- This will validate the complete file data automatically before starting the actual import. This will capture most of the common errors (Missing customers, Items, etc.) Triggers the import only if validation for the whole file is successful.

Item (Product/Service)

  • Create Product /Service automatically – This setting is automatically enabled “Dancing Numbers (Desktop) prompts you to create Items/Customers/Vendors/Accounts (Product/Service) based on the given name in the file if it does not exist in QuickBooks.
  • Default Product /Service Type – It is already enabled to “Create Product/Service Automatically “settings. You simply need to provide the TYPE of the item to be generated automatically. The below options are available
    1. Inventory
    2. Discount
    3. Other Charge
    4. Service
    5. Non-Inventory
  • Defaults Income Account – It is already enabled to “Create Product/Service Automatically “settings. You need to provide just INCOME account for the created items
  • Defaults Expense Account – This option is already enabled to “create Product /Service Automatically “settings. You need to provide the Expense account for the created items (Optional settings)
  • Default COGS Account – This setting is already enabled to “create Product /Service Automatically” and Default Product/Service type as inventory, all you need to do is to provide the COGS account for created items.
  • Default Asset Account – This option is automatically enabled, “create Product/Service Automatically “and Default Product /Service type as Inventory. You are required to give the Asset account for created Inventory items.
  • Default Tax Code – This option is already automatically enabled, “Create Product/Service Automatically”, simply you need to provide the tax code for created items.

Advanced Options

In the Advanced option, you can import transactions with shipping charges, discounts, and handling charges. The below options are automatically enabled to work.

  • Shipping Charges – If the file contains the shipping charges in one of the columns, it helps to set the name of the shipping charges item and then mapping the column to the shipping amount on the mapping screen.
  • Discount Amount – If the file contains the Discount amount in one column, it helps to easily set the name of the Discount Amount item, and then it helps to map the column to discount on the mapping screen.
  • Handling Charges – If handling charges is available in one of the columns, it can be easily set the name of handling charge item and map the column to handling charge on the mapping screen directly.

Customer/Vendor/Employee

  • Create Customer Automatically – This option is automatically enabled and it creates a new customer if the specified customer in the file is not available in the QuickBooks.
  • Create Vendor Automatically – Automatically enabled feature, which helps to create a new vendor or supplier if specified Vendor is not available in QuickBooks.
  • Create Employee Automatically – This auto-enabled option helps to create a new employee if the specified employee in the file is not present in QuickBooks
  • Create Account Automatically – This feature is already enabled and helps to create a new account if the specified account in the file is not found in QuickBooks.
  • Create Class Automatically – This is also one of the already enabled features which help to create a new class if the specified class in the file is not available in your QuickBooks
  • Journal Entry: Auto Create Name entity as – With the help of this option select the type of entity that needs to be created automatically for Journal Entry, if it is not found in QuickBooks, it is already enabled feature.
  • Deposit: Auto-create name entity as – With the help of this automatic active option to create the named entity as simply choose the entity type which needs to be created automatically for the Deposit account if it is not available in QuickBooks.
  • Time Tracking: Auto Create name entity as – This setting option helps to create the type of entity that needs to be created automatically for Time tracking if it is not available in the QuickBooks.

For any query or assistance, feel free to connect with the Dancing Numbers team. The Dancing Numbers team is available 24*7 to assist you with all issues, doubts, and queries. The team is highly dedicated and has years of experience which makes them more perfect and enhances the knowledge of the Dancing Numbers professional. You can also with email or other alternatively, you can fill in your details and one of the Dancing number experts contacts you soon with the resolution.

Accounting Professionals, CPA, Enterprises, Owners

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 1800-689-5491 or chat with experts.

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

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

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

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

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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