How to Import Transfer Details into QuickBooks Desktop using Dancing Numbers?

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.

You can download a Free Trial of the software easily from the Dancing Numbers Website. Follow the below-mentioned steps to get step by a step installation procedure.

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

Field Name	Format	Description
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

Import Settings

To make your file more customizable, the set of tools is available with Import Settings at the top right-hand side corner.

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Frequently Asked Questions (Faqs)

Many users would have some questions while moving data to your QuickBooks Desktop. Some of the questions are mentioned below: