How to Import Estimates into QuickBooks Desktop
                     How to Import E
stimates into Q
uickBooks Deskt
op?
Prepared by
Dancing Numbers
Export and import are one 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.
Do you have For any other queries related to this or 
any about  QuickBooks 
Desktop or Online 
questions? then,
[email protected]
www.dancingnumbers.com