Importing is important as you must have all the data in your QuickBooks Online account to record all the financial things properly and then get the correct report of your overall finances. Import the vendor list into QuickBooks Online using Dancing Numbers Online as it helps you to import the single as well as multiple data at the same time automatically. This saves your time and then does import the vendor list into QuickBooks Online using Dancing Numbers Online correctly.
Save Time, Reduce Errors, and Improve Accuracy
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.
Prerequisites that is Required Before Processing the 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.
Steps to Import the Vendor List into QuickBooks Online using Dancing Numbers Online
- Upload: When you are login to Dancing Numbers Online, the first step is to upload the file that you want to import into your QuickBooks account. So browse the vendor list file and upload it to continue the process and proceed to the next step.
- Mapping: Next step is to map the fields of your uploaded file according to QuickBooks data file format so you won’t get any issues while importing the data. Make sure that the columns and rows are aligned properly.
- Import: The last but not least step is you have to review the data and then proceed further to start the import process. Click on the Import button and the automatic process starts. This completely imports your bulk information without any issues.
If there are any issues then it lets you know by marking them in red color with the issue causing them. You have to fix the issues and then import the data again into your QuickBooks Online account.
Dancing Numbers Online Fields to Import Vendor List
|Title||Characters||Write the title for the vendor that you are going to use.|
|Company||50 Characters||Write the organization or vendor name that is linked to the company.|
|First Name||25 Characters||Mention the vendor’s first name in this field.|
|Middle Name||25 Characters||Mention the vendor’s middle name in this field.|
|Last Name||25 Characters||Mention the vendor’s last name in this field.|
|Suffix||10 Characters||Mention the vendor’s suffix of name in this field if any.|
|Display Name As||100 Characters||The display name must be unique and is different from all the vendors, employees, customers, and others.|
|Print On Check As||100 Characters||You are required to mention the name of the vendor that is the same as printed on the check.|
|Billing Address Line 1||500 Characters||This is the first line for the vendor’s billing address.|
|Billing Address Line 2||500 Characters||This is the second line for the vendor’s billing address.|
|Billing Address Line 3||500 Characters||This is the third line for the vendor’s billing address.|
|Billing Address City||255 Characters||Provide the vendor’s city name.|
|Billing Address Postal Code||31 Characters||Correct postal code of the vendor is required like Zip Code for USA and Canada.|
|Billing Address Country||255 Characters||Type the vendor’s country name.|
|Billing Address State||255 Characters||Region within a country. Ex: State Name for the USA and Province name for Canada.|
|Shipping Address Line 1||500 Characters||First line of the Shipping Address.|
|Shipping Address Line 2||500 Characters||Second line of the Shipping Address.|
|Shipping Address Line 3||500 Characters||Third line of the Shipping Address.|
|Shipping Address City||255 Characters||City Name for Shipping Address.|
|Shipping Address Postal Code||31 Characters||Postal code (Zip code for USA and Canada) for Shipping Address.|
|Shipping Address Country||255 Characters||Name of the country for Shipping Address.|
|Shipping Address State||255 Characters||Region within a country. Ex: State Name for USA, Province name for Canada.|
|Phone||21 Characters||The telephone number is in free form.|
|Mobile||21 Characters||The Mobile number is in free form.|
|Fax||21 Characters||The fax machine number is in free form.|
|Other||21 Characters||Mention the additional contact information if any.|
|Website||1000 Characters||Type the correct URL of the website.|
|100 Characters||Provide the email address of the vendor correctly.|
|Account No||99 Characters||Name or number of the account associated with this vendor.|
|Tax ID||Characters||Write the vendor’s or organization’s tax ID in this field.|
|Terms||Characters||Reference to a term associated with the Vendor.|
|Opening Balance||Decimal||The open balance amount or the amount unpaid by the Vendor.|
|Open Balance Date||Date||Mention the open balance date on which the vendor has an open balance in their account.|
|Notes||2000 Characters||Describe the vendor in the free form text.|
|Track payments for 1099||Boolean||This vendor gives a 1099-MISC form at the end of the year so this vendor is known as an independent contractor.|
|Currency Code||Characters||Mention the currency code used.|
Let’s import the vendor list altogether automatically. For any queries connect with the expert team via email at firstname.lastname@example.org or LIVE CHAT to fix them quickly.
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.
While Importing the Vendor List all Fields are important to Import into QuickBooks Online using Dancing Numbers?
No, all fields are not important to import. You can delete some rows and columns according to the data format of QuickBooks. You can delete data also on the basis of your requirement that is apart from formatting.
What if I got Stuck in Between while Importing the Vendor List into QuickBooks Online using Dancing Numbers Online?
In this case, the expert team is here to help you with all your issues while using Dancing Numbers Online or QuickBooks Online. You can connect with them over live chat or send them an email.
Is it possible to import the vendor list into QuickBooks Online using Dancing Numbers Online with any other file format?
If the file is in any other format than the Excel file then first convert it and then import it. The Dancing Numbers software support only excels file extensions like .xls and .xlsx file formats.