QuickBooks File Manager Applications

Q: 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

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.

Table of Contents

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

Exports

Deletes

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

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

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

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

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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?

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.

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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.

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Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.