How to Use Dancing Number Software to Import File Transactions/Lists?

Now users can import the file transactions or lists to the QuickBooks on Dancing Numbers (Desktop) following three easy steps […]

Now users can import the file transactions or lists to the QuickBooks on Dancing Numbers (Desktop) following three easy steps through a simple import wizard. Go through the steps mentioned below one by one.

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Step-1: File Selection

  • First of all, click on Import button and select the File which is already saved on your computer.
  • In next step, select the Excel to be use, also select required QuickBooks transaction or list type (supported by QuickBooks)
select your file
select your file1
  • Proceed with clicking next. Once you click Next you will get a message to read on, just read the message carefully and click OK to the message
  • In the next screen you will see the File Preview to confirm the data which you want to import.
  • After checking the File Preview window, press the Next button.

Step-2: Mapping

  • Once the file is uploaded, you will be able to see mapping screen window on your screen.
map fields for account
  • Now, specify the mapping of the File Columns and QuickBooks Fields.
  • In this screen left side contains QuickBooks fields and right side contains import File columns
  • Select the fields respectively as per the QuickBooks fields
map fields for account1
  • Click Load map or field match button
  • Then click on Next and you will see the below screen
load map

Step-3: Review & Import

  • After completing mapping, you will be led to the Review & Import screen.
  • Just make the necessary changes before importing on the Next screen and after that click Next to start the Import process.
file updates
  • Now you will get a message, just click OK to the message and you will be going to start import data to QuickBooks.
  • After the file successfully imported, a summary screen will shown to you with the final results. You can check the data for imported transaction/ list in QuickBooks.
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