Small Business Account Import

Implementing and Support - Simple from the Start

Zachary Systems recognizes your Financial Institution does not have the resources or experience when it comes to integrating your services with your small businesses.  We provide turnkey solutions where we can get your institution up and running quickly as well as your small business customers.

We start by making sure Small Business Account Import is simple for your institution to implement. You select your branding, create an end-user agreement and setup a download link for the product on your website or online banking site. Zachary Systems takes it from there.  We create your branded Small Business Account Import application, setup a download site and provide training on the applications capabilities for your staff. 

Once implemented, your small business clients can start utilizing the product in a matter of minutes with four easy steps.  They simply

1. Click on the download link on your web site or online banking system and install Small Business Account import on their computer.
2. Download an export file from your online banking site.
3. Launch Small Business Account Import and select which export file to select.
4. Select which transactions to import into QuickBooks and click a button.

As part of our service, we will work with your small business during this process to ensure they are up and running minutes.  If they have any questions anytime during use of our applications, we are there to answer them on your behalf.