How to Import Checks into QuickBooks Desktop Using Dancing Numbers?

Import Checks into QuickBooks Desktop

You can easily import Checks from Excel to your QuickBooks Desktop directly through Dancing Numbers (Desktop). This tool is built exclusively for QuickBooks Desktop.

Dancing Numbers (Desktop) support QuickBooks 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.

Basic Steps Import Checks 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 – For the selection of 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 number 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
Bank Account*	Reference Text, the max length should be 159 characters	Name of the Bank / Credit Card / Cash Account for transaction needs to be done. You can give the Account Name or Number.
Payee*	Reference Text (Max Length: 41 Characters)	Vendor / Customer / Employee name needs to be mentioned for this transaction. You can match reference by First Name, Full Name, Company Name, Account NO., Tax Id, Custom Field, Lookup (configured via  Dancing Numbers)
Check No	Text (Max Length: 20 Characters)	Transaction’s reference number. By default, this value is used only for internal processing by Dancing Numbers Transactions (Desktop), and QuickBooks auto-generates a new value. This can be changed in the import settings.
Date	Date	The Date on which transactions has happened
Memo	Text (Max Length: 4095 Characters)	Transaction note
Total Amount	Decimal	The Total Amount of the Item. It is not needed Line Item Rate & if Line Item Quantity is present.
Vendor Address Line 1	Text (Max Length: 41 Characters)	Address’s first line
Vendor Address Line 2	Text (Max Length: 41 Characters)	Address’s second line
Vendor City	Text (Max Length: 31 Characters)	City name.
Vendor State	Text (Max Length: 21 Characters)	State within a country.
Vendor Postal Code	Text (Max Length: 13 Characters)	Postal code
Vendor Country	Text (Max Length: 31 Characters)	Country Name
Vendor Note	It should be in Text and Max Length should be 4095 Character	Note related to transactions.
Expense Account**	Reference Text (Max Length: 159 Characters)	Expense Account Name associated with the billing. Name or Account Number can be given.
Expense Amount**	Decimal	The amount associated with this expense.
Expense Memo	Text and Max Length is 4095 Characters	Note related to expense
Expense Customer	Reference Text (Max Length: 209 Characters)	Reference to the Customer associated with the expense.
Expense Billable	Billable, Not Billable, HasBeenBilled	Billable status of the expense.
Item**	It needs to be in text	Name of the item. Item reference can be matched through Full Name, Custom Field, Lookup (configured via  Import Settings)
Description	Should be in Text  and Max Length should be 4095 Characters	Item Description
Quantity	Decimal	Item’s Quantity.
U/M	Text	Measuring Unit
Cost	Decimal	The Unit Price of the Item
Item Amount**	Decimal	The Total Amount of the Item. It is Not required if Line Item Rate & Line Item Quantity is available.
Item Sales Tax Code	Reference Text	sales Tax-related with product or service
Item Customer	Reference Text (Max Length: 209 Characters)	Reference to the Customer associated with the expense.
Item Billable	Billable, Not Billable, HasBeenBilled	The billable status of the item.
Unique ID	Internal QuickBooks ID	A unique number assigned by QuickBooks

Import Settings

A host of powerful customizations for your file data is available with Import Settings on the Top Right Corner.

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Many users would have some questions while moving data to your QuickBooks Desktop. Some of the questions are mentioned below: