How to Import Sales Orders into QuickBooks Desktop - PowerPoint PPT Presentation

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How to Import Sales Orders into QuickBooks Desktop

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Importing was never so easy but Dancing Numbers made it simple and quick. Import Sales Orders automatically. You can easily Import Sales Orders from Excel to your QuickBooks Desktop directly through Dancing Numbers (Desktop). – PowerPoint PPT presentation

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Title: How to Import Sales Orders into QuickBooks Desktop


1
How to Import Sales Orders into QuickBooks
Desktop?
2
Importing was never so easy but Dancing Numbers
made it simple and quick. Import Sales Orders
automatically. The filters attribute gives you
more accurate data to import as you want.
3
You can easily Import Sales Orders from Excel to
your QuickBooks Desktop directly through Dancing
Numbers (Desktop). 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.
4
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5
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.

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To make your file more customizable, the set of
tools is available with Import Settings at the
top right-hand side corner.
7
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