Transaction Copier for QuickBooks: Know about its add-in Features

by James Antonio

Transaction copier is an Excel add-in application that is designed with exciting features for QuickBooks. It allows you to directly copy your transactions from one QB Company file to another. You can choose the transactions by transaction type, date, or account. The add-in features support all transactions that QuickBooks import allows. It covers various types including receipts, taxes, deposits, magazines, invoices, loans, and more. The source & destination company files can be on various QuickBooks versions and even on different machines for added flexibility.

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.

How does Transaction copier work for QuickBooks?

Simply take the transaction you intend to import or export, make the necessary adjustments, and then insert it into the financial management system. The list of the IIF documents can be automatically obtained from QuickBooks. The Add-in menu provides an integrated feature to execute data import settings. You can also import/export the modified table if it is presented directly in QB’s IIF document.

Free Trial availability

Download this add-in for a free trial that will allow you to try before you purchase. Check the add-in and use up to 100 individual transactions (e.g. 100 journal entries) using the trial. Instead, use your product key to access the complete edition of the trial when you order.

Transaction Copier for QuickBooks: Highlights

The very first, make sure that you installed your transaction copier on the same system in which QuickBooks already exist.

Features

Check out the available add-in features that are specially designed for QuickBooks which helps you in many transaction-related activities include:

  • It is pretty easy to use for all QuickBooks users
  • When importing the transaction, you can even modify the information entered
  • The direct transaction which helps in pulling from one company file to another
  • The Menu includes the entire configuration requirement for mandatory add-on functions
  • It allows adding default transaction types based entries
  • Availability for free trials to test before purchase. The free trial will establish a transaction of up to 100
  • At the entries foundation, you can add a restriction to the list
  • It allows full backup feature
  • This tool isn’t unique for the version. The IIF file which this software creates is compatible in any version. In the older version, users can also import the entries with much ease.

How to Get the Transaction Copier for QuickBooks

It involved quite simple steps to get the transaction copier in order to make use of its add-in features. Here’s how:

  • Initially, download the transaction copier’s Zip file from any external device or using internet on your computer
  • Next, you have to unzip the downloaded folder which contains the software and keep a proper track of where the folder is located or saved
  • So, you can easily use any open-source software to unzip like WinZip and many others
  • Now, open your Excel and search the tool
  • Then make a click on the Add-Ins option
  • After that, browse the same and then press the file
  • Once done with that, press the “Ok” button twice
  • Now, you can see a window on your screen displaying the pull-down menu on the top of the window screen.

How to make use of the tool in QuickBooks

  • In the very first step, you’ve select transactions which comprise bills, invoices, etc. that you wish to export
  • After that search the file and then go to Utilities tab
  • Next, hit the export option
  • Now, search the report and then choose Account & taxes option
  • Once done with that then generate the Journal report
  • Make sure that you have to open your Microsoft Excel
  • And then click on the excel button for QB report
  • When you click on the same; the report will automatically transfer to excel
  • Use the tool by making a click on the transaction copier that is available on the menu
  • And then generate an IIF file
  • Find the same file and then click on the Utilities tab
  • In the end, hit the “Import” button.

Example: Gives you a Clear Understanding of Transaction Copier

You may wish to copy invoices that are entered in the field in one company file into the home office’s primary QuickBooks file. Or, an accountant may want to change the file of a client by adding journal entries or other transactions. These new transactions can be from one company file and imported into another file by using add-in features.

Accounting Professionals, CPA, Enterprises, Owners

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 1800-689-5491 or chat with experts.

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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