How to do QuickBooks Desktop Import Transactions?

by James Antonio

In QuickBooks Desktop import transactions, IIFs play an important role in the process of importing transactions such as bank transactions, general journal entries, accountant’s changes, batch transactions. Importing data saves you valuable time and money instead of starting from scratch; you can import information to and from QB. This makes it easy if you need to upgrade, convert, or create a new company file. It is also possible to import transactions into QuickBooks software using third-party applications which provide you IIF files data format. The below is the list of transactions that you can easily import using this format.

Transactions You Can Import

Account beginning balancesVendor billsVendor bill refunds
Cash sales to customersCash refunds to customersCredit cards refunds to customers
ChecksCredit card transactionsCredit memos to customers
DepositsEstimatesGeneral journal entries
InvoicesPayments from customersPurchase orders
Account transfers of funds  

QuickBooks Desktop Import Transactions

Steps QuickBooks Desktop Import Transactions

To do the above-mentioned transactions, you can follow these steps:

  • The very first, sign in as Admin to your company file
  • After that, go to the File menu and choose mode option “Switch to Single-User
  • Next, create a company file backup
  • This backup may need you later to restore the file back when the data doesn’t import the way you expected
  • Now, go the File menu and then select Utilities >> Import >> Import IIF Files
  • Select the IIF file after browsing it
  • Once find it then click on the “Open” option
  • In the end, hit the “Ok” button to ensure that the data was imported.

Steps to Import transaction from .CSV file into QuickBooks Desktop

  • Initially, go to Banking and select it from the left menu
  • Next, using the drop-down select Update
  • For UK version: User need to perform the step 2
    • Hit the Update transactions manually
  • Now, choose the file to upload or File upload
  • After that, search and select the saved .CSV file
  • And then click on the “Next” button to move forward
  • Using the drop-down, select the account from the QuickBooks Account which you want to import
  • Again click on the “Next” button
  • Map the fields according to the .CSV file format
  • Hit the “Next” option once again
  • Once you’re done with mapping then select the transactions to import
  • Once again hit the “Next” button
  • Then you’ll receive a notifications and you have to click on “Yes” button
  • When you receive the import confirmation and then hit the “Finish” button
  • At last, you’ll be directed to the Downloaded Transactions Window where you can find the imported transactions under the New Transactions tab.

QuickBooks Desktop Import Transactions using Accountant Batch Entry Feature

  • Firstly, go to the QB Accountant company file
  • Next, select the menu named Accountant and then Batch Enter Transactions
  • After that you can see a screen of grid entry
  • Now, select the appropriate Transaction Type which you want to import
  • The options available to import such as Deposits, Bills & Bill Credits, Credits Card Charges and Credits, and Credit Memos
  • Once you’ve selected the required options then open the Excel spreadsheet containing the transactions that you wish to batch
  • Enter the same into QuickBooks and then make a right-click on the selected rows to copy it
  • Now, click into the first cell in the Batch Entry register
  • And then select paste option by making a right-click on it
  • When the data is entered, QuickBooks will validate in red for unexplained records, and then Quick Add or Set Up can be selected and added.
  • You may choose to divide lines if needed, highlight the row and click the Split button and enter the Split information.
  • Finally, click the “Save Transactions” button when all the batch data is entered and the transactions will be imported into QuickBooks desktop in batch.

The above described different ways helps you to do QuickBooks Desktop import transactions with much ease. So, start importing the data quickly with the help of easy steps and get better results in all manners.


Need Some One on One QuickBooks Assistance?


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

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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