How to import a .QBM file to QuickBooks Online?

by James Antonio

Before we move ahead and look into the process of importing QBM file to QuickBooks, it is better to understand what actually .QBM file is. So, .QBM file is nothing but a compressed version of company accounts and related data. It is the financial data created by QuickBooks. You should be aware that they do not represent the full back up; for full back up, you will have to export .QBB file instead.

Importing the .QBM file to QuickBooks

You will have to open your .QBM file in QuickBooks desktop and export your entire QBDT file to QuickBooks Online. You need to follow the below steps to export the .QBM file to QuickBooks Online from QuickBooks desktop:

Step 1. You need to click on the company menu on QuickBooks desktop and select Export Company file to QuickBooks Online.

Step 2. Now you need to log in to QuickBooks Online screen by entering your credentials.

Step 3. In this step, choose if you want to import your inventory data, select the company that you want to import the data for in the company drop-down or else create a new online company for importing the data.

Step 4. In this step, click on continue, then OK and ‘Got it’ button in continuous succession, and make sure you get an email that can confirm that the data transfer is completed.

Frequently Asked Questions

Now let us look into some frequently asked questions to give a further understanding on this topic:

How can I open the .QBM file without QuickBooks?

It is not possible to open the .QBM file without QuickBooks, you need to have suitable software to open this file.

Can you let me know the difference between QuickBooks Portable Company File and Back up File?

QuickBooks portable company data file is a compact version of company data, it is used for transferring the QuickBooks data from one computer to another whereas QuickBooks back up file is the full copy of the respective accounts, it is generally created with .qbb extension.

How can I open a .qbb file from a Storage Device like a flash drive?

First of all, insert the flash drive in the appropriate slot in your computer. Now go to QuickBooks, file > click open or restore the company to open the restore wizard, now click a restore a backup copy (file with the extension. qbb) and click on Next.

How can I Convert Accountant Copy (.QBX) to Company File (.QBW file) in QuickBooks?

First of all, open your accountant copy (.QBX) and create a backup. After that, go to the file menu > Send company file > Accountant’s copy > now select convert Accountant’s copy to company file / QBW and select OK to confirm the process.

What is the Process of Creating a Portable Company File (.QBM)?

Click on File > create copy > then choose ‘Portable file option’ and click on Next. After that, click on ‘save in’ with the help of drop-down arrow. Now you need to choose desktop in location and click on save and OK.

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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