Over half of small businesses say they would switch their banking relationship if the appropriate payment services were only offered by other financial institutions
BAI Research Report 2006
Small Business Account Import
Designed for QuickBooks & Microsoft Small Business Accounting
Small Business Account Import is a simple, proven product that enables financial
institutions to provide data import capabilities to their small businesses accounting
software through their retail or small business online banking solution.
Through Small Business Account Import, your small business customers can easily
review, select and import transactions into QuickBooks or Microsoft Small Business
Accounting from standard export files produced by your
retail and small business online banking platforms.
Zachary Systems provides a turn-key solution that gives you the capability to quickly and
easily start and continue to support the needs of your small business customers.
Financial Institution Benefits
Deepens banking relationships by offering value added services to small business customers
Requires limited resources from Financial Institution
Supports small businesses on both the retail and small business online banking platform
Offers enhanced branding to small business customer
Small Business Benefits
Reduces time entering bank statement
Eliminates data entry errors
Speeds reconciliation of bank statement and QuickBooks bank register
Provides control over how and what is imported into QuickBooks
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