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. 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.

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 Data File 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 Name	Format	Description
Ref No	21 Characters	Mention the reference number of the transaction.
Vendor	Characters	Name of the vendor for this transaction.
Payment Date	Date	The date entered by the user when this transaction occurred.
Mailing Address Line 1	500 Characters	It is the first line of the Mailing address for the invoice.
Mailing Address Line 2	500 Characters	It is the second line of the Mailing address for the invoice.
Mailing Address Line 3	500 Characters	It is the third line of the Mailing address for the invoice.
Mailing Address City	255 Characters	Mention the city’s name for your Mailing address.
Mailing Address Postal Code	31 Characters	Mention the zip code for your Mailing address.
Mailing Address Country	255 Characters	Mention the name of the country for your Mailing address.
Mailing Address State	255 Characters	Mention the name of the state for your Mailing address.
Memo	4000 Characters	Mention a note that is related to the bill transaction.
Category Account	Characters	Reference to the Expense Account Name associated with the billing.
Category Description	4000 Characters	Free form text description of the Expense.
Category Line Amount	Decimal	Mention the category line amount in this field for the item.
Category Billable Status	Boolean	In the field if TRUE then it is Billable, If FALSE then it is Not Billable.
Category Markup Percent	Decimal	Provide the category markup value for the expense transaction.
Category Customer	Characters	Reference to the Customer associated with the expense.
Category Class	Characters	Mention the category class for the product.
Category Taxable	Boolean	It if it is TRUE that means you are taxable.
Category Tax Amount	Decimal	You 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	Characters	If you have any references then mention them here.
Line Item Description	4000 Characters	Description of the Item. It will be populated from the Item description entered in QuickBooks Online.
Line Item Quantity	Decimal	In this field mention the quantity of product / service or item.
Line Item Rate	Decimal	Write down the Line item or product / service rate.
Line Item Amount	Decimal	Provide 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 Status	Boolean	If it is TRUE then it is Billable; If it is FALSE then it is Not Billable.
Line Item Taxable	Boolean	If you show it TRUE then apply the tax here.
Line Item Tax Amount	Decimal	You 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 Percent	Decimal	Mention the line item markup value or percentage for the product or item.
Line Item Customer	Characters	You have to provide the customer name for the item or product / service.
Line Item Class	Characters	Provide the class name for the item or product / service.
Accounts Payable Account Name	Characters	You have to mention the accounts payable account and the bill to which you are credited too.
Location	Characters	You have to write the transaction’s location.
Currency Code	Characters	Write the currency reference where the amounts are expressed on the associated transactions.
Exchange Rate	Decimal	In 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.

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