How to Import Vendor Credits into QuickBooks Online using Dancing Numbers Online?

The vendor credits are used to record the refunds from vendors or returns to vendors into your QuickBooks Online account. […]

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The vendor credits are used to record the refunds from vendors or returns to vendors into your QuickBooks Online account. This helps to have records about the due bills or invoices. It is important to import vendor credits into QuickBooks Online using Dancing Numbers Online. Make sure that the files you want to import are formatted correctly and must be in text or excel format. Here is the detailed process to import the data in 3 simple steps along with the pre-requisites.

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Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.

Things Required Before Starting the Vendor Credit Import Process

Connect QuickBooks Online to Dancing Numbers Online via QuickBooks AppStore. Just click on “Get App Now” to start using the Dancing Numbers Online application program. You can also start the 7 Days Free Trial if you are not subscribed for Dancing Numbers Online yet.

How to Import Vendor Credits into QuickBooks Online using Dancing Numbers Online?

One important thing you need to do before starting the import process is to connect your QuickBooks Online account with Dancing Numbers Online. Then make sure where you input the text of the excel file so that it won’t be expressed. The steps for importing data into the software are as follows:

  • Upload: To import a purchase order, go to your transaction list and choose the vendor credits option. Next, click on the Browse option to search for the file of purchase orders that you want to import. Then select it and click on the Open button to upload a file into the software.
  • Map: Fill in the fields according to the QuickBooks format. Save your mapping and then continue to fill in the offsets for a specific account.
  • Import: Click on the Import button and the automated data import process starts. First, it shows you all the details of an account. Then it lets you select each detail and corresponding types of accounts as well-something to watch out for.

If you click on the Import button, you will see the Successfully Imported message. In some files, if you find red text that means imports are not working. Fixing that issue will complete the import task. With those tweaks done, you are done with automatic imports of vendor credits into QuickBooks Online using Dancing Numbers Online.

Import Vendor Credits Fields in Dancing Numbers Online

Field NameFormatDescription
Ref No21 CharactersMention the reference number of the transaction.
VendorCharactersName of the vendor for this transaction.
Payment DateDateThe date entered by the user when this transaction occurred.
Mailing Address Line 1500 CharactersIt is the first line of the Mailing address for the invoice.
Mailing Address Line 2500 CharactersIt is the second line of the Mailing address for the invoice.
Mailing Address Line 3500 CharactersIt is the third line of the Mailing address for the invoice.
Mailing Address City255 CharactersMention the city’s name for your Mailing address.
Mailing Address Postal Code31 CharactersMention the zip code for your Mailing address.
Mailing Address Country255 CharactersMention the name of the country for your Mailing address.
Mailing Address State255 CharactersMention the name of the state for your Mailing address.
Memo4000 CharactersMention a note that is related to the bill transaction.
Category AccountCharactersReference to the Expense Account Name associated with the billing.
Category Description4000 CharactersFree form text description of the Expense.
Category Line AmountDecimalMention the category line amount in this field for the item.
Category Billable StatusBooleanIn the field if TRUE then it is Billable, If FALSE then it is Not Billable.
Category Markup PercentDecimalProvide the category markup value for the expense transaction.
Category CustomerCharactersReference to the Customer associated with the expense.
Category ClassCharactersMention the category class for the product.
Category TaxableBooleanIt if it is TRUE that means you are taxable.
Category Tax AmountDecimalYou have to enter the amount of the Tax that is for the expense line item. It is applicable when you exclude the Global Tax Calculation.
Line ItemCharactersIf you have any references then mention them here.
Line Item Description4000 CharactersDescription of the Item. It will be populated from the Item description entered in QuickBooks Online.
Line Item QuantityDecimalIn this field mention the quantity of product / service or item.
Line Item RateDecimalWrite down the Line item or product / service rate.
Line Item AmountDecimalProvide the Line item amount or the product / service amount according to the current price. The Total Amount of the Item. Not required if the Line Item Quantity & Line Item Rate is present.
Line Item Billable StatusBooleanIf it is TRUE then it is Billable; If it is FALSE then it is Not Billable.
Line Item TaxableBooleanIf you show it TRUE then apply the tax here.
Line Item Tax AmountDecimalYou have to enter the amount of the Tax that is for the expense line item. It is applicable when you exclude the Global Tax Calculation.
Line Item Markup PercentDecimalMention the line item markup value or percentage for the product or item.
Line Item CustomerCharactersYou have to provide the customer name for the item or product / service.
Line Item ClassCharactersProvide the class name for the item or product / service.
Accounts Payable Account NameCharactersYou have to mention the accounts payable account and the bill to which you are credited too.
LocationCharactersYou have to write the transaction’s location.
Currency CodeCharactersWrite the currency reference where the amounts are expressed on the associated transactions.
Exchange RateDecimalIn this field the 1 is the default. It is applicable when the multi-currency is shown for the company. The home currency unit number is equal to one unit of the currency that is specified by the field of currency code.

You can easily import vendor credits into QuickBooks Online using Dancing Numbers Online. The data file must be damage-free, error-free, and able to be read by retail partners. You can connect with the Dancing Numbers helpdesk team anytime whenever required. You just have to write an email at support@dancingnumbers.com or do a live chat with experts. The team members are trained and resolve all your issues as soon as possible.

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.


Are Importing Vendor Credits into QuickBooks Online using Dancing Numbers Online a fully Automatic Process?

This process is almost fully automatic; as you have to first fill out some fields, map the data, and then start the automatic import process. So this is a combination of a manual and automatic process.

What if the Location is not Mentioned or Correct after Importing Vendor Credits into QuickBooks Online using Dancing Numbers online?

If the location is incorrect then do not use it to locate the data in your account. In case you have not mentioned the location then leave it blank but you are not able to find the vendor credits transactions using the location feature.

What if I Won’t Map the Fields of Files to Import Vendor Credits into QuickBooks Online using Dancing Numbers Online?

If the fields of the file are not mapped according to QuickBooks Online file format then the data got imported wrongly and you get the wrong or invalid information. It also may lead to error messages that won’t import a few transactions into your QuickBooks Online using Dancing Numbers Online software.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

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

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

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

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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.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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