How to Import the Invoices into QuickBooks Online from an Excel Sheet?

by James Antonio

If you are a small or middle-size business owner, you would have to frequently send the invoice to your customers for billing purposes. Now for correct accounting purpose, you would want to import these invoices into QuickBooks Online i.e., your accounting software. You can do so by entering the details of your invoices in an Excel sheet and uploading it into QuickBooks.

Process Steps to Import the Invoices into QuickBooks Online

Step 1. First and foremost, the step is to update the excel spreadsheet with the details of the invoices i.e., Invoice number, date, customer name, amount, tax code, due date. These details should be updated for multiple line items in a similar manner.

Step 2. Now turn on the custom transaction numbers by clicking on settings > accounts and settings > sales > edit > turn on the custom transaction numbers option > click save and done.

Step 3. In this step, you need to upload the excel sheet with invoices data, you can do so by going to gear icon > import data > invoices > click on Browse and choose the spreadsheet created earlier and click on next.

Step 4. In this step, you need to map your import fields, ensure that the tax code that you entered is mapped to the tax code created in QuickBooks, and fields of the excel sheet should be mapped to the fields in the QuickBooks.

Step 5. Once you are done with the mapping and after review everything seems right, then go ahead and click on Start import, click OK, and done.


How can I Import Sales Invoices in QuickBooks Online?

You can easily import sales invoices using import invoices and import bills functionality in QuickBooks Online.

What is the Process of Importing Receipts in QuickBooks Online?

You can do so easily with the help of an android or iOS mobile app, you need to open the QuickBooks on your mobile app, click the menu icon (three horizontal lines), click on the receipt snap and click the photo of your receipt and click on Done.

How can I Scan the Receipts in QuickBooks Online?

There are three different options that you can use to scan the receipts in QuickBooks mobile app, you can drag and drop the image, upload it directly in QuickBooks online or you can also forward the receipt by email.

Can you throw some Light over Three Accountant Tools in QuickBooks Online?

The three accountant tools are prep for taxes tools for reviewing client’s accounts and making adjusting entries at the year-end, reclassify transactions tool for editing or moving multiple transactions in a one go, and Pro-Connect tax online tool for preparing new tax returns for the client.

Which Types of Transactions you cannot Reclassify using the Reclassification Tool?

The transactions which use accounts payable and receivable like invoices and bills cannot be reclassified with the help of reclassification tool and even transactions linked to other transactions cannot be edited with respect to account or class.

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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