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Setting up QuickBooks Import Excel and CSV Toolkit

It is a well-known truth that most organizations in today’s world make decisions based on data. In order to prepare […]


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It is a well-known truth that most organizations in today’s world make decisions based on data. In order to prepare for future growth and marketing strategies, companies gather a lot of data and use it to conduct in-depth analyses of their customers, products, and other offers. Data must first be extracted from all platforms used by the business and transformed into an analysis-friendly format, such as CSV or Excel Format, before conducting a proper analysis. Know how to set up QuickBooks Import Excel and CSV Toolkit.

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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.

Intuit QuickBooks is one of the most widely used systems today that many small and medium-sized businesses use to handle their financial data. After reading this article, you will get a complete overview of Intuit QuickBooks, its features, and how to use the QuickBooks Import Excel and CSV Toolkit to import CSV/Excel Files to QuickBooks in its entirety.

What are CSV Files?

CSV files are straightforward text documents with tabular data. The file’s fields are separated from one another by commas. Although you may generate and edit CSV files with any text editor, such as Notepad, the majority of spreadsheets support this format.

Introduction to Intuit QuickBooks

Intuit created the software package known as QuickBooks, which focuses on accounting features. QuickBooks solutions provide on-premise Accounting applications and Cloud-Based versions that take business payments and help manage and pay bills seamlessly and payment for small and medium-sized businesses. In order to prepare for tax season, businesses often use it to track their revenue and expenses.

Also, Intuit provides QuickBooks Online (QBO), a cloud-based service, where users pay monthly subscription fees rather than an up-front cost and can only use the software through a secure online browser login. On a regular basis, Intuit provides patches and upgrades the Software automatically. However, it also includes pop-up advertisements for additional paid services within the Software.

What are the Key Features of Intuit QuickBooks?

  • Cross-Platform Access: Users of Intuit QuickBooks can access their accounts and run their businesses from any location using a Smartphone, computer, or tablet.
  • Access to Critical Features: Users of Intuit QuickBooks may quickly create personalized, professional invoices, sales receipts, and estimates. With the help of Intuit QuickBooks, you can better understand your cash flow and your company’s business performance to make better decisions.
  • Intuitive Financial Reporting: Accounting Reports from Intuit QuickBooks which use embedded analytics to provide you a quick understanding of how your company is doing through customizable Dashboards and Reports.
  • Scalable: Intuit QuickBooks can store the details of an unlimited number of Customers and Suppliers.
  • No Accounting Knowledge Required: No prior knowledge of Accounting is required in Intuit QuickBooks.
  • Integrated Banking: Banking Statements and Transactions are updated automatically with the Banking integration feature of Intuit QuickBooks.

Introduction to Excel and CSV Files

To record data like numbers, texts, charts, formulas, etc Excel is used as it is a popular spreadsheet program. Excel is a part of the Microsoft Office Suite Software. Two extensions XLS and XLSX are supported by Excel File and it is mainly used to organize data and perform exploratory analysis.

The information is separated by commas in a CSV (Comma Separated Values) file, which is a plain text file used to store information from spreadsheets and tables. Most spreadsheet tools, including Microsoft Excel and Google Spreadsheets, support the use of CSV files. Data exchange between several applications is possible using it. A CSV file can be created in any editor because it is simply a plain text file.

What are the Steps to Set up QuickBooks Import Excel and CSV Toolkit for File Imports?

There is no need to waste time doing it manually if you need to import a lot of data into Intuit QuickBooks. It not only takes far longer than it needs to, but it also makes it more likely that errors will occur, which might potentially affect your entire CSV/Excel worksheet and your data analysis.

To import your CSV/Excel File to Intuit QuickBooks using QuickBooks Import Excel and CSV Toolkit you have to follow the simple steps that are mentioned below:

Step 1: Download the QuickBooks Import Excel and CSV Toolkit

The user must first download the QuickBooks Import Excel and CSV Toolkit onto their system in order to import a CSV/Excel file into Intuit QuickBooks.

Step 2: Install the QuickBooks Import Excel and CSV Toolkit

It’s time to begin the installation process after downloading the QuickBooks Import Excel and CSV Toolkit. You can follow the instructions below to successfully install the QuickBooks Import Excel and CSV Toolkit on your system:

  • First, You have to go to the File Explorer of your computer or other option is that you can simply go to the Downloads section of your browser.
  • On the QuickBooks_Import_Excel_and_CSV.exe file, you have to double-click.
  • By doing this it will open the WinZip Self-Extractor window.
  • The QuickBooks Import Excel and CSV Toolkit can now be installed in the location of your choice. To do this, select Browse from the menu.
  • To extract the contents of the Toolkit click on Unzip.

Step 3: Import the CSV/Excel File of Your Choice

You are prepared to import any CSV or Excel file after installing the QuickBooks Import Excel and CSV Toolkit. You may import a wide variety of data into Intuit QuickBooks, including bills, invoices, charts of accounts, expenses, bank transactions, and much more. To do so, just follow the steps that are mentioned below:

  • After installing and starting Intuit QuickBooks on your system, the Left Panel will display a variety of import options. Choose the type of data file you wish to import by clicking it.
  • For example, click on Expenses if you want to import information from the Supplier’s List into QuickBooks.
  • Select Suppliers List after clicking on Expenses.
  • Now you have to click on Browse to select the CSV/Excel File that you want to import and then click on Next.

You can easily set up the QuickBooks Import Excel and CSV Toolkit on your computer using these steps to begin importing your business data as CSV/Excel files!

You learned about Intuit QuickBooks, it’s essential features, and how to set up the QuickBooks Import Excel and CSV Toolkit easily in this blog. In case you still face any issues related to this then you can connect with Dancing Numbers experts via LIVE CHAT.

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


Frequently Asked Questions (Faqs)

Can You Import a CSV File into QuickBooks?

Yes, even if the file is not from your bank, you can import it. Simply make sure to turn the spreadsheet into a CSV file before uploading it to QuickBooks Online.

How to Import an Excel Spreadsheet into QuickBooks?

• First, from the File menu you have to select Utilities, then Import, and then select Excel Files.
• Select No on the Add/Edit Multiple List Entries.
• Then you have to click on the option of Advanced Import.
• After that, you have to set up a mapping in the Setup Import tab.
• On the Mappings window, you have to complete all the necessary details.

How to upload Excel Data Files to CSV File for QuickBooks Pro?

• Select Excel Files from the Import menu after choosing Utilities from the File menu.
• In the Add/Edit Multiple List Entries windows that appear, select No.
• Use the wizard to import files. Then select the data type. QuickBooks displays an excel spreadsheet with formatting.

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

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

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

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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