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Import Customers/Jobs into QuickBooks Desktop

Importing was never so easy but Dancing Numbers made it simple and quick.

Import Customer/Jobs automatically. The filters attribute gives you more accurate data to import as you want.

You can easily Import Customers/ Jobs from Excel to your QuickBooks Desktop directly through Dancing Numbers (Desktop).

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.

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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 for Importing Import Customers/Jobs to 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
Name	Text	Customer Name
Company Name	Text	Name of the company
Salutation	Text	Title of the Customer’s name
First Name	Text	Customer First name
Middle Name	Text	Customer Middle name
Last Name	Text	Customer Last name
Job Title	Text	Title of Job
Phone	Numeric	Phone Number
Alt Phone	Numeric	Alternate Phone Number
Fax	Numeric	Fax Number
Email	Alphanumeric	Email address
Cc	Alphanumeric	CC Email
Contact	Text	Name of the person to be contacted
Alt Contact	Text	Alternate contact
Account Number	Numeric	Customer Account Number/Customer ID
Terms Ref	Alphanumeric	Payment Terms
Credit Limit	Numeric	Credit limit of the account
Notes	Alphanumeric	Additional Notes
Customer Type Ref	Text	Customer Type
Balance	Numeric	Customer’s Account Balance
Sales Rep	Text	Sales Rep/Employee assigned to the Customer
Sales Tax Code	Text	Area Sales Code
Item Sales Tax Code	Text	Sales tax code for the item
Resale Number	Text	Reference number used for reselling
Preferred Payment Method	Text	Payment Method want to use
Job Status	Text	Current Status of the job
Job Start Date	MM/DD/YYYY	Date on which the job has been started
Job Projected End Date	MM/DD/YYYY	Date on which the job will be accomplished
Job End Date	MM/DD/YYYY	Actual Date on which the job accomplished/Completed
Job Desc	Text	Description of the job
Job Type	Text	Type of category of the job
Preferred Delivery Method	Text	Delivery method want to use
Price Level	Text	Price Level assigned to the Customer
Currency	Text	Currency Code
Parent	Text	Primary Customer/Company Name
Ship Addr1	Alphanumeric	Shipping address 1^st line
Ship Addr2	Alphanumeric	Shipping address 2^nd line
Ship Addr3	Alphanumeric	Shipping address 3^rd line
Ship Addr4	Alphanumeric	Shipping address 4^th line
Ship Addr5	Alphanumeric	Shipping address 5^th line
Ship City	Text	Shipped city name
Ship State	Text	Shipped State name
Ship Postal Code	Numeric	Postal/Zip Code of shipping address
Ship Country	Text	Shipping Country name
Ship Note	Text	Additional notes reference to Shipping
Bill Addr1	Alphanumeric	Billing address 1^st line
Bill Addr2	Alphanumeric	Billing address 2^nd line
Bill Addr3	Alphanumeric	Billing address 3^rd line
Bill Addr4	Alphanumeric	Billing address 4^th line
Bill Addr5	Alphanumeric	Billing address 5^th line
Bill City	Text	City name of billing address
Bill State	Text	State of Billing address
Bill Postal Code	Numeric	Postal Code of the billing address
Bill Country	Text	Country name of the Billing address
Bill Note	Text	Additional notes related to Billing
Credit Card Number	Numeric	Number of the credit card
Expiration Month	Numeric	Expiry month of the card
Expiration Year	Numeric	Expiry year of the card
Name On Card	Text	Name available on the card
Credit Card Address	Alphanumeric	Address mentioned for the credit card
Credit Card Postal Code	Numeric	Postal code of the credit card address
Is Active	Text	TRUE/FALSE Indicates if Customer is Active/Inactive

Import Settings

To make your file more customizable, the set of tools is available with Import Settings at the top right-hand side corner.

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
+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:

I made Some Mistakes in the Import Process and my QuickBooks Reports have been Corrupted. Can I undo or Revert my Import?

It is possible to undo the import partially/ completely with the Delete feature available.

Does Your App Support Taxes?

Yes, It supports.

My File has some Specific Date Format. I don’t Want to Change the File. Will Your Product Support all Date Formats?

No, It needs to specify the specific date format as MM/DD/YYYY.

Do You have any Sample Templates?

Yes, We do have. Sample Template.

File Types Supported by Your Application?

XLS, XLSX, etc are Supported File Formats

Where to Contact if I am Stuck?

Feel free to drop an email to support@qa1.dancingnumbers.com or visit our dedicated Support Center at https://qa1.dancingnumbers.comsupport/ for a quick answer.