Audience
Companies and enterprises seeking a solution to import their online banking data
About eZ Account Import
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.
Other Popular Alternatives & Related Software
QuickBooks Online
QuickBooks Online is the most popular accounting software in the world.
QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software.
Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones.
Click the link above to get a 30 day free trial and 50% off your first 3 months.
More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year.
Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.
Learn more
LoanAssistant
LoanAssistant is a powerful and versatile loan amortization software developed by a dedicated team of successful accountants, software developers, and bankers. The solution is the only loan servicing add-on for QuickBooks that enables users to seamlessly manage multiple loans and credit lines. With Loan Assistant, loan data easily shows up to QuickBooks without double entry. The loan management feature of LoanAssistant covers various segments of the lending industry such as residential and commercial mortgages, education loans, motor finance, construction loans, installment sales and others. Our sophisticated Investor Participation module simplifies managing external/internal loan investments tracking/accounting, processing, and reporting.
Accrual Accounting option available. Stand-alone option available. Borrower side servicing available.
No limit/additional charges on number of loans/accounts/transactions/borrowers/lenders. No additional hardware required. Annual subscription.
Learn more
Now Commerce
Now Commerce is a web-based B2B eCommerce portal with built-in QuickBooks integration. It allows wholesalers, manufacturers, and distributors to manage orders from their wholesale accounts and other B2B customers from a single web-based dashboard.
As orders come in, they're added to QuickBooks automatically, eliminating you manual order entry workload. Now Commerce is compatible with both QuickBooks Desktop and QuickBooks Online.
Modules can be used standalone or combined to create a custom B2B eCommerce solution for your business.
The B2B CUSTOMER PORTAL enables your wholesale accounts and other B2B customers to enter orders online through your branded portal.
The SALES REP PORTAL lets your sales reps enter orders online for their assigned accounts and provide customer service from anywhere.
The SHIPMENTS MANAGER sends shipment requests from QuickBooks to your 3PL provider or in-house shipping software and records confirmations of completed shipments.
Learn more
Saasant Transactions Online
SaasAnt Transactions transforms the way you manage your accounting operations. Import, export, modify, delete, and migrate transactions effortlessly in QuickBooks and Xero from Excel files to overcome the manual data entry and tedious reconciliation processes in just a few clicks.
You can confidently handle bulk imports, and export data in various formats such as xls, xlsx, CSV, txt, zip, and IIF seamlessly syncing the Invoices, Expenses, Bills, Bank Transactions, Estimates, Purchase Orders, Journals, Payments, and Expenses sales receipts, and ensuring the financial records such as are UpToDate in your QuickBooks and Xero so that you can focus more on the business activities.
Product Features:
Easy File Automations
Bulk Transaction Importer (QuickBooks or Xero)
Bulk Transaction Exporter
Bulk Transaction Deleter
Batch Transactions Import, Export, Delete and Modify
Easy Live Edit Data in QuickBooks/Xero
Excel, CSV, IIF, PDF Import to QuickBooks/Xero
Automated Rules
Learn more
Pricing
Starting Price:
$135.00/year
Integrations
Company Information
Zachary Systems
www.zacharysystems.com/ZSI_eZ_Acount_Import.aspx
Videos and Screen Captures
Other Useful Business Software
MongoDB Atlas runs apps anywhere
MongoDB Atlas gives you the freedom to build and run modern applications anywhere—across AWS, Azure, and Google Cloud. With global availability in over 115 regions, Atlas lets you deploy close to your users, meet compliance needs, and scale with confidence across any geography.
Product Details
Platforms Supported
Cloud
eZ Account Import Frequently Asked Questions
eZ Account Import Product Features
Accounting
Billing & Invoicing
Nonprofits
Purchase Orders
Accounts Payable
Accounts Receivable
Bank Reconciliation
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Payroll Management
Project Accounting
Tax Management
