Import Sales Receipts to QuickBooks Desktop
Importing was never so easy but Dancing Numbers made it simple and quick.
Import Sales Receipts automatically. The filters attribute gives you more accurate data to import as you want.
You can easily Import Sales Receipts from Excel to your QuickBooks Desktop directly through Dancing Numbers Importer.
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.
This tool is built exclusively for QuickBooks Desktop.
Supported Version: QuickBooks Desktop Premier, Pro, Accountant, and Enterprise editions.
You can download a free trial of the software easily from the Dancing Numbers Website. Follow the below-mentioned steps to get step by a step installation procedure.
Steps to Import Sales Receipts into QuickBooks Desktop
Now, it’s easier to Import with Dancing Numbers with the powerful and simplified wizard. To start the bulk import of your files data to QuickBooks follows the mentioned steps.
First of all click Import (Start) button available on the home screen.
Step 1 – File Selection: For the selection of a file click “Select Your File“, you can also click “Browse File” to browse and choose the desired file from the local computer, alternatively you can click the “View Sample file” to go to the Dancing Numbers sample file.
Step 2 – Mapping: Now in the second step set up the mapping of the file column related to QuickBooks fields. Dancing Numbers template file do this step automatically, to use it download the Dancing Numbers template file
Step 3 – Review and Import: To review your file data on the preview screen, just click on “next” which shows your file data before Importing to QuickBooks.
For more detailed instructions on the steps go through this article.
Mapping QuickBooks Fields
Field Name | Format |
Description |
Is tax Included | Y/N |
It shows that tax is included or not |
Customer | Text |
Name of the customer |
Date | MM/DD/YYYY |
The date on which transactions happened |
Sale No | Numerical |
Transaction Reference Number |
Payment Method | Text |
Mode of the payment given (Cash/Check/Credit Card) |
Tax | Numerical |
Tax-related to transaction |
Memo | Alphanumeric |
Internal notes related to the transaction |
Customer Message | Text |
Additional notes are given for the customer |
Customer Tax Code | Text |
Sales Tax Code |
Total Amount | Numerical |
Total Paid Amount |
Check No | Numerical |
Check number mentioned on the check |
Billing Address Line 1 | Text |
The first line of Billing address |
Billing Address Line 2 | Text |
The second line of Billing address |
Billing Address Line 3 | Text |
The third line of Billing address |
Billing Address Line 4 | Text |
The fourth line of Billing address |
Billing Address Line 5 | Text |
The fifth line of Billing address |
Billing City | Text |
City of the Billing address |
Billing State | Text |
State of the Billing address |
Billing Postal Code | Numerical |
Zip code of Billing address |
Billing Country | Text |
Country of Billing address |
Billing Note | Alphanumeric |
Internal Notes related to Billing |
Item | Text |
Name of the Item/Product/Service |
Description | Text |
Details of the Item Mentioned |
Quantity | Numerical |
Number of the Items |
Rate | Numerical |
Rate per Item |
Amount | Numerical |
The amount required to pay |
U/M | Alphanumeric |
Unit of Measure |
Item tax | Text |
Shows that item is taxable or not |
Import Settings
To make your file more customizable, the set of tools is available with Import Settings at the top right-hand side corner.
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
+1-800-596-0806 or chat with experts.
Many users would have some questions while moving data to your QuickBooks Desktop. Some of the questions are mentioned below: