QuickBooks Data Transfer Utility: Complete Overview

The Data Transfer Utility is another concept that will help you with the idea of the data transfer process. It […]

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The Data Transfer Utility is another concept that will help you with the idea of the data transfer process. It can also be considered as a 3rd party software program which has been designed to facilitate you for transferring the QuickBooks data (transactions) from one company file to another chosen one. The efficiency and accuracy are the two factors which are highly appreciated across the industry. QuickBooks with its integrated programs give you better management power for finance records and obvious efficiency is always appreciated. Who would say no to a quick process with perfection.

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 Desktop. Utilize import, export, and delete services of Dancing Numbers software.

With the help of Data Transfer Utility, Any user is enabled to quickly and easily transfer the chosen list and transaction data from one QuickBooks file to another QuickBooks file. With the approach of using simple parameters, the Transfer Utility will offer you better control and also automatically makes the transfer while allowing you to control the process. Whenever you wish, you can open and close the QuickBooks file with the help of the Transfer Utility. Yes, the assumption is correct! You need not open a regular QuickBooks program for this. The process of Small transfers can be completed in less than a minute.

The data will not be erased or overwritten in the process of data merge from one QuickBooks file into another QuickBooks file. It’s useful for merging QuickBooks file, starting a new one, transferring work done at home or at client offices, at service locations or at remote offices to a main office QuickBooks file. Data can be transferred by network connection, email or removable disk including floppy, pen drive, etc.

With this approach, the required amount of effort can be reduced for creating a new and smaller QuickBooks file. You can also choose to create a file that entails only one year of data for an IRS audit. You will get another benefit of improved security and privacy which will ensure that file stays accessible to those who are authorized. You can also have temporary employees in order to enter data in a copy of your available QuickBooks file. As a part of the requirement, it should not contain any payroll or other sensitive information and transfer their input to your file at your convenience.

You can also choose to transfer data between two files located on your desktop computer. Or you can also transfer the information by email or by floppy disk or pen drive.

The utility program enables you to do non-networked data entry in multiple QuickBooks files at the same time. After this, you can choose to merge the data together in one file. For example, If we consider an accountant that can be paying lots of bills on the office computer. At the same time, a salesman or service technician in the field or at a remote office is issuing invoices or estimates to customers while staying home. All of the remote data can then be merged into the office computer without erasing any of it.

In a specific circumstance, if you have an office network and need to do more data entry than the QuickBooks limit {which is equal to the 5 user maximum], then you can also enter data on non-networked QuickBooks files. At the end of the day, it uses the utility to merge the data from the non-networked files into the networked file.

The utility can be used to improve security and privacy. You can have temporary employees enter data in a copy of your QuickBooks file. As a part of the requirement, it should not contain any payroll or other sensitive information and transfer their input to your file at your convenience.

System Requirements:

  • QuickBooks Pro, Premier or Enterprise Solutions.
  • Microsoft Access 2000-2013 (32 bit) or the free Microsoft Access 2000 or 2007 Runtime engines which can be downloaded from “How to Buy” page.

Features and Benefits

QuickBooks Integration: Integrate this utility with QuickBooks to ensure seamless data transfer between files.

Reduced Effort: If you wish to create a file for the IRS audit with a minimal effort? It is best to create a new file with this integrated utility tool for every previous financial year.

Transfer Data from Enterprise to Pro/Premier: The Data Transfer Utility is helpful in transferring data from Enterprise files to Pro/Premier files.

Send Journal Entries: CPAs can send journal entries to clients.

Improve Data Security: Worried about hiding information from interns? You can prevent this with a nice and simple trick. You just need to ensure that any of the interns can enter data in a file without seeing any sensitive information. You can hide the sensitive information columns and then transfer it.

Transfer Files Between Different Machines: With Data Transfer Utility, transfer files between different machines connected to the same network.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

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
+1-800-596-0806 or chat with experts.


Frequently Asked Questions (Faqs)

How can a Transfer be Reviewed in QuickBooks?

The process is defined below:

Click Reports on the left pane.
In the search box, you need to type the keyword for Transaction Detail by the Account.
Set the Report period.
Pick the Customize button in the upper-right.
Scroll-down a bit and click Filter.
Then you need to select the check box for the Account, and then drop-down list will appear beside it
Select the two bank accounts.
Hit Run report.

How can you Categorize Transfers in QuickBooks desktop?

The process of categorizing a bank transfer from another bank account for the same business:

First of all, you need to locate the transfer transaction from the Search field.
Then you need to click on Advanced Search.
Press Transfer action tab beside Search then hit the search button beside Add Filter.
Locate the specific transaction, then click on it to open.

What does the Transfers option allow users to do?

The Transfer button on any file would mean that you have the option to transfer the existing transaction or data to a different file. It can be entries from bank or credit card account or any other outflow or inflow of cash recorded or other investment or finance related entries.

At any given point, you need assistance, then you can also get it by giving us a call on the toll free number or you can also contact us by filling the web form available on the website. With a little query detail, we can get to the best suited resolution faster.

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

Dancing Numbers: Case Study

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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