Benefits & Features of QuickBooks File Manager Applications

by James Antonio

QuickBooks File Manager is a separate application for QuickBooks Enterprise and QuickBooks Accountant. It saves company files, along with usernames and passwords in a safe and secured environment.

This application enables you to bring in the QuickBooks files of clients and conveniently upgrade them from one QuickBooks Version to another. It is also possible to use the QuickBooks File Manager via an icon from your particular desktop or the Accountant menu in the particular QuickBooks Accountant Editions.

Note: The particular Password vault of a QuickBooks File Manager can be utilized to deal with complex passwords that a lot of files now need.

Also, if the same files and their password plus login are required on different computers, the File Manager backup can be utilized and then restored on different computers.

What is the QuickBooks File Manager is all about?

QuickBooks File Manager is a dedicated online application that is specifically made for QuickBooks Accountant. It is a crucial part of QuickBooks Enterprise Accountant. QuickBooks Manager saves company files together with the passwords and usernames. All that is saved stays in an encrypted environment.

With the assistance of the QuickBooks File Manager application, a user can conveniently import the QuickBooks files. Also, in a QuickBooks File Manager, the file manager arranges the client folders in an easy and friendly directory which is based and influence by the real orientation of the user.

QuickBooks File Manager also groups all the important company files for every client in a specific format to make things easy for the company.

Add to it, the file manager also saves the password and username of every file so that users can easily open it from the file manager once they select it.

Main Features of QuickBooks File Manager

Here are the reasons why you need QuickBooks File Manager:

  • It makes it convenient for the users to handle and fuse the client folders
  • It helps users to group the company files according to the year automatically in a particular Group drop-down
  • Using the File Manager makes it easy to check the accumulated client list in the ideal group according to the clients
  • It is possible to add, delete or edit Groups
  • With the assistance of QuickBooks File Manager, the entire process of looking for clients is turned easy
  • Thanks to QuickBooks File Manager, users can now regroup or group very easily
  • Deleting a group with the assistance of Delete current group option now made easy
  • Syncing client folders became easy
  • On selecting a client list, every information will be automatically be saved in the files tab

Important Functions of QuickBooks File Manager Application

Along with the features mentioned above, here are some additional functions of QuickBooks File Manager that are very crucial:

  • QuickBooks Report Supervisor Backup: It has a backup system where the directories and settings are saved. With the help of this feature, the fear of data loss is not there
  • Batch Upgrade: This strong feature enables you to upgrade from one version of QuickBooks to another
  • Password Vault: The password vault of QuickBooks File Manager helps users to remember the password if they numerous QuickBooks data files

How to Start a QuickBooks File Manager?

Here are the steps to start a QuickBooks File Manager:

Step 1: Click the Accountant menu, go to QuickBooks, and select the QuickBooks File Manager

Step 2: On the particular desktop, Select QuickBooks File Manager

Step 3:
Open the particular QuickBooks, and from the particular accountant menu, choose QuickBooks File Manager

Step 4:
Then from the particular Windows Start Menu, choose Programs, choose QuickBooks and then File Manager

In the end, we conclude that the information provided here will help you get a detailed idea about QuickBooks File Manager and how it is useful for your business. However, if you still have any queries, we recommend you ask a professional.


How to Start QuickBooks File Manager?

Step 1: Navigate to the QuickBooks Accountant option and then select QuickBooks File Manager

Step 2: Find Desktop and choose the QuickBooks File Manager icon

Step 3: Discover the particular Windows Start option, discover the programs, select QuickBooks, and then the File Manager

Does QuickBooks File Manager allow importing of QuickBooks files of clients?

Yes. QuickBooks File Manager allows the users to import particular data.

Does the QuickBooks File Manager have usernames?

Yes. The QuickBooks File Manager has usernames and passwords.

Importing of QuickBooks files in QuickBooks File Manager is allowed from where?

A user can import it via QuickBooks files names and client folders.

How to use QuickBooks File Manager in the Desktop Accountant edition of QuickBooks Enterprise?

QuickBooks Desktop Enterprise Accountant is a QuickBooks Advanced Edition. QuickBooks File Manager is the sole and independent software application that works in sync with QuickBooks Enterprise Edition and QuickBooks Enterprise Accountant in order to secure the company files that includes user credentials. This application is extremely useful when you wish to upgrade your QuickBooks version to some other enhanced version.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

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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