Turn-Key QuickBooks Solutions for Financial Institutions
Let us help your Small Business customers easily import their data into QuickBooks
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.
- Review checks contained in your Remote Deposit export file
- Remember account numbers from checks and automatically assign QuickBooks customers
- Apply checks to outstanding invoices, undeposited funds from Sales Receipts or to customers and income accounts
- Create a single deposit which will match your bank statement download when imported into your QuickBooks bank register
Contact us for more information about this product.
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