How to Upload an Excel Data File or CSV File into QuickBooks Pro?

by James Antonio

QuickBooks Pro accounting software is an accounting software meant for small and medium-sized enterprises which includes features like the organization of business finance, simple and easy to use, can quickly import data from excel and Quicken. Also, there are three types of subscription plans under the umbrella of QuickBooks Pro software i.e. Pro plus, Pro plus + payroll, and Enterprise.

In this article, we will look into the process of steps for uploading an Excel data file or csv file into QuickBooks Pro in a seamless manner.

Steps to upload Excel Data or CSV File into QuickBooks Pro:

Step 1. At first, you will have to install the QuickBooks import Excel and CSV tool kit, you can do so by following below simple steps:

  • First, you need to open the file download window for the toolkit and click on save.
  • Now save the file on Windows desktop and double click on QuickBooks_Import_Excel_and_CSV.exe to open the WinZip self-extractor window.
  • At this step, click on browse and choose the location folder to install the toolkit, and click on OK.
  • After that, click on unzip to extract the contents, and once it is done close the WinZip self-extractor. Your toolkit s now ready to use.

Step 2. For using the standard import option for uploading Excel or CSV file, you need to follow the below sub-steps:

  • First, click on File menu > Utilities > Import and then Excel files.
  • Click No, if you get the Add/edit multiple list entries windows.
  • Now follow the Import-wizard on-screen i.e. choose the type of data, once the excel or CSV file is opened, enter your data and save and close.
  • Now you will get the ‘Add my data now’ option. Review the information and click on close and done.

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 Bulk import, export, and delete services.


How can I Export a CSV file from QuickBooks?

Go to List > Item list > choose Excel drop-down and choose ‘export all items’. Now in the Export window choose a CSV file and click on Export. Save the file on your preferred location and open and edit as required.

I have a QuickBooks pro Subscription; can I use it on more than one Computer?

Yes, as a matter of fact, you can use your QuickBooks pro license allows you to install and use QuickBooks Pro for up to three users and a computer.

What is the Process of Importing Journal Entry from Excel to QuickBooks Online?

First, click on the Gear icon > click on import data> choose journal entries > click browse and find your CSV or excel file on the download page. Map the required information and click on next and start import and then finally click on done.

How can I Import Excel Deposits into QuickBooks Desktop?

Click on File > Utilities > click on import and select Web connect files > now choose the file and click open, choose the bank account if already created, and click continue. When the data is successfully read, click OK and go to Bank feeds centre to check the imported transactions.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

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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