Import Transfer Details to QuickBooks Desktop
Importing was never so easy but Dancing Numbers made it simple and quick.
Import Transfer automatically. The filters attribute gives you more accurate data to import as you want.
You can easily Import Transfer from Excel to your QuickBooks Desktop directly through Dancing Numbers (Desktop).
This tool is built exclusively for QuickBooks Desktop.
Supported Version: QuickBooks Desktop Premier, Pro, Accountant, and Enterprise editions.
Steps to Import Transfer Details into QuickBooks Desktop
Now, it’s easier to import with Dancing Numbers with the powerful and simplified wizard. To start the bulk import of your files data to QuickBooks follows the mentioned steps.
First of all click Import (Start) button available on the home screen.
Step 1 – File Selection: For the selection of a file click “Select your file”, you can also click “Browse File” to browse and choose the desired file from the local computer, alternatively you can click the “View Sample file” to go to the Dancing Numbers sample file.
Step 2 – Mapping: Now in the second step set up the mapping of the file column related to QuickBooks fields. Dancing Numbers template file do this step automatically, to use it download the Dancing Numbers template file
Step 3 – Review and Import: To review your file data on the preview screen, just click on “next” which shows your file data before Importing to QuickBooks.
For more detailed instructions on the steps go through this article.
Mapping QuickBooks Fields
|Date||MM/DD/YYYY||The date on which transactions happened|
|Transfer Funds From||Text||An account from which transfer needs to be done|
|Transfer Funds to||Text||The Account in which amount will be received|
|Transfer Amount||Numerical||The amount which needs to be transferred|
|Memo||Text||Additional notes reference to Transfer|
|Class||Text||The Class assigned to the transaction|
To make your file more customizable, the set of tools is available with Import Settings at the top right-hand side corner.
Many users would have some questions while moving data to your QuickBooks Desktop. Some of the questions are mentioned below:
Will your Application Support Multi-Line Transactions?
I made some Mistakes in the Import Process and my QuickBooks Reports have been Corrupted. Can I undo or Revert my Import?
It is possible to undo the import partially/ completely with the Delete feature available.
My File has Some Specific Date Format. I don’t want to Change the File. Will your Product Support all Sate Formats?
No. It needs to specify the specific date format as MM/DD/YYYY
Do you have any Sample Templates?
Yes. We do have. Sample Template.
File Types Supported by your application?
XLS, XLSX, etc are Supported File Formats
Where to Contact if I am Stuck?
Feel free to drop an email to firstname.lastname@example.org or visit our dedicated Support Center at https://www.dancingnumbers.com/support/ for a quick answer.