eZ Account ImportZachary Systems
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Related Products
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About
FinOptimal is an accounting automation solution built to streamline and eliminate manual workflows inside QuickBooks Online by automating accruals, journal entries, spreadsheet syncing, and real-time reporting, letting finance teams close books faster and with fewer errors. Its core suite includes Accruer for fully automated prepaid expenses, deferred revenue, fixed assets, and payroll accrual entries simply by writing “for the period,” Booker for smart spreadsheet sync and bulk editing of transactions in Google Sheets tied directly to QuickBooks, and Wrangler for live, customizable financial reporting from QuickBooks data. It works alongside existing accounting processes without replacing them, continuously syncing validated data, avoiding duplicate entries, and giving users audit-ready backups and financial insights at any moment.
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About
eZ Account Import enables you to easily import your online banking data into QuickBooks in just a few clicks. It supports the reading of all standard online banking download formats such as Quicken (.qif or .qfx), Money(.ofx) and Excel (.csv, .xls, .xlsx). eZ Account Import is more than just a file converter, it’s an integrated application with QuickBooks. In just three simple steps, eZ Account Import transfers your online banking transactions to your QuickBooks bank register. Chart of accounts, lists, and transactions from QuickBooks is accessible and viewable within the application. Quickly add transactions directly into QuickBooks with the status of each transaction import displayed to the user. Import a transaction as a check, deposit, payment received, or bill payment into QuickBooks. Quickly set up mappings to memorize QuickBooks payee, account, class, and customer for transactions based upon transaction description.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Accounting professionals and finance teams seeking to automate accrual accounting, journal entries, and reporting to save time and reduce manual work
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Audience
Companies and enterprises seeking a solution to import their online banking data
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Pricing
$29 per month
Free Version
Free Trial
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Pricing
$135.00/year
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFinOptimal
Founded: 2014
United States
www.finoptimal.com
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Company InformationZachary Systems
www.zacharysystems.com/ZSI_eZ_Acount_Import.aspx
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Categories |
Categories |
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Accounting Features
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
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