How to Import Statement Charges into QuickBooks Desktop?

by James Antonio

QuickBooks is the most leading accounting software in the business globe. It comes with all new things to make it easier. From all of its amazing features, an import statement charge is one of the best ways to record the customer’s account register. This blog will help you to know about the benefits of import processing of statement charges into the QuickBooks.

In QuickBooks Desktop, a statement charge permits to sum up a line item straightforwardly to the customer’s account register. A statement charge is the only way to add all items directly to the account register that generally affects their balances rather than sending an invoice.

Import Statement Charges into QuickBooks Desktop

To Import Statement Charges into QuickBooks Desktop, Perform below Steps:

  • The first thing you have to do install the software on your system
  • Then, you have to open the QuickBooks company file as admin
  • After that, agree with the terms and condition of installed software and open it
  • Then need to choose the spreadsheet or text file which includes the statement charges that you need to import
  • Make sure about the above steps and then set up the “Mapping of the column” in the statement charges import company file to the corresponding section into the QuickBooks. Here you can go with a mapping table

Field Name



Statement number

Length up to 11 characters

This value is only preferable for internal processing. You get access to change it in the option of import settings

Customer Data

Reference text: Length up to 41 characters

This is an applicable reference to the customer, moreover to strategies such as first name, account number, company name, custom field, and all necessary option.


Reference Text length goes up to 31 characters

It has Item reference. Item look up strategies with the import settings like Full Name, Custom Field, Look Up



A specific date of the transaction

Billed date


It has the date when the bill is generated to customer

Due date


Date when transaction payment is due

Inventory Site

Same as a reference text

Prefer the reference to the item site

Inventory column

Same as a reference text

The reference is related to the item BIN after the site. But make sure, it should be specified in the site that is BIN format.


In decimal

The number of items sold


In decimal

The amount that is mentioned on the statement for the Product or service you purchased

Class Reference text up to 31 characters

Class reference leads to the transaction

  • The final step is to click on the “Import” option and you find your statement charges straightforwardly added to the location of the company file.

The above information will help you to know about the import statement charges into QuickBooks Desktop with all mandatory information. Your review, comment as very important to us to know how much this information is useful to you. So, drop your valuable comments in the comment description box.

Features of Dancing Numbers for QuickBooks Desktop





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

Receive Payment
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Journal Entry
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items


Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

  • Windows


  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business



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


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


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


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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