How to Map File Data in Dancing Numbers?

by James Antonio

Dancing numbers is one of the leading organizations which deals in import, export and delete data from QuickBooks. However, to import the data mapping of file data to the relevant QuickBooks field is very important. In every file, the header should be mapped to a related field in QuickBooks to import the data properly. Going ahead in this below article you will know step by step information to map file data in dancing numbers.

QuickBooks field

The fields which are available in QuickBooks are named as per its function. QuickBooks fields may vary depending on the type of transactions. It is already explained about each field in the Import article related to them.

Steps to Map the Fields

In dancing numbers, once you select the file to upload, a field mapping screen comes on the dancing numbers (Desktop) screen. The field mapping screen is like the below-mentioned image.

Map File Data In Dancing Numbers

The option Field Match detects most of the matching fields automatically. In this window left side of the page contains QuickBooks fields such as Date, Transfer funds from, Transfer funds to, Transfer amount, memo, and class. The right side of the window contains file headers which if required needs to be selected against QuickBooks fields respectively.

📣 NOTE – Fields marked in red with asterisk* are mandatory fields.

How to Save the Mappings?

Now, at this step many people have questions that can we save the mappings or not ?. The answer is yes, you can save the mappings.

While importing sometime you get the file through different channels such as 3rd party software, entered by a user, etc), in that case, you need to save the respective field mappings for every different file types.

Save as option is available at below the right side to save these mappings, which is when clicked your mapping will be saved. From the saved mapping list you can also select the mapping through clicking on the Load map button. Dancing numbers (Desktop ) helps to clear the mappings when you want to change it, to clear the mapping simply click on the Clear map button and it’s done.

Connect With Dancing Numbers

Having queries, issues, or doubt? Dial Dancing Numbers Team helpdesk and get your issues or doubts resolved by our dancing numbers professionals. The dancing numbers team is available 24*7 to respond to you promptly. Professionals are certified and always dedicated to sorting out the customer’s queries, issues, and doubts. You can also email at info@dancingnumbers.com with the message or fill the contact form available on the dancing number website and soon one of the Dancing numbers executive contacts you with the resolution. Simply, connect with the dancing numbers team and manage your data in minutes.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

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

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

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

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.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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