How to Import Estimates with Dancing Numbers into QuickBooks Desktop

Export and import are some of the most import processing in any business to share company data. Nowadays, people want to run all business processing with the quickest access to save their precious time. The Dancing Numbers is the best platform from where you can easily import and export your company data/transactions/reports/estimates. In this blog, you get complete knowledge on "How to Import Estimates with Dancing Numbers into QuickBooks Desktop" including all related information.

Import Estimates over the Supported File Formats straightforwardly into QuickBooks Desktop using Dancing Numbers, you can easily import bulk data with automated mode Which is specially built for QuickBooks.

To import Estimates, go with the below guidelines

• In the first step, click on the “Import” button in the Dashboard screen or you can also import from the File menu from the menubar to track to the File Selection screen of the Import processing
• Then, you have to choose the "QuickBooks Transaction Type" as "Estimate".
• After that, choose your File, you can do either by clicking on "Browse File" and choose the file from the local folder or hit the click on the "Sample Templates" to track the Dancing Numbers sample file in local.
• Now, you have to set up the mapping section of the columns to the QuickBooks fields. This step will be processed in an automated mode.
• If you prefer the Dancing number template file and then download the sample template file
• Now, you can review the file data from the Review Grid Screen and hit the click on the “Send to QuickBooks” which helps to upload the file data

Import Settings

A large group of customizations for your file information is accessible with Import Settings. Review and Import screen straightforwardly under the "Edit" menu in the menu bar and implement the below instructions step-by-step:

• Firstly, locate the matching transactions in QuickBooks by Identifier to find existing transactions in your QuickBooks.
• If a current transaction is found for the above setting identifier then the comparing move is already made. You can decide to Copied, ignore, update, and appended existing transactions in your QuickBooks.
• You have to validate the file prior to importing to QuickBooks. By turning setting ON button. Then, file columns will be imported simply subsequent to remove all the issues in the file.

Winding-up Words

I hope, the above information was useful for you to know about “How to Import Estimates with Dancing Numbers into QuickBooks Desktop” it makes the import processing the fastest with more accurate results. Throughout which you can improve the business process to take your business to the next level.