eZ Account Import

Let us help you easily import your data into QuickBooks

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.

  • Step 1: Download from your online banking account
  • Step 2: Review and approve your transactions
  • Step 3: Import into your register
  • Fully integrated with QuickBooks
    Chart of accounts, lists and transactions from QuickBooks are accessible and viewable within the application
  • Import transactions directly into QuickBooks with real-time status of import
    Quickly add transactions directly into QuickBooks with the status of each transaction import displayed to the user
  • Select transaction type for import
    Import a transaction as a check, deposit, payment received or bill payment into QuickBooks
  • Advanced data mapping
    Quickly setup mappings to memorize QuickBooks payee, account, class and customer for transactions based upon transaction description
  • Assign customer and billable status
    Easily track and bill customers for expenses by selecting customer and setting billable status for each transaction
  • Split transactions
    Simply assign multiple expense accounts and amounts for transactions
  • File totals
    Displays debit and credit totals for transactions contained in the import file
  • Filtering of Accounts, Vendors, Customer and Classes
    Data selections are filtered based on letters typed in for quick finding and selection of accounts, vendors, customers and classes
  • Simple user interface
    Easy data entry and navigation
QuickBooks US Versions:
QuickBooks Pro, Premier, Enterprise 2011-2016, QuickBooks Online Edition

QuickBooks UK/Ireland
QuickBooks Pro or Accountant 2011-2016

Supported Internet Banking Download Formats:
.ofx (MS Money); .qfx/.qif (Quicken); .qbo (QuickBooks); .csv, .xls, .xlsx (Excel)

Operating Systems: Windows 7, Windows 8, Windows 10, Windows Server 2008/12/16
Our Product Guarantee
Zachary Systems is committed to 100% customer satisfaction and back that statement with an unconditional 100% money-back guarantee. If you are not totally satisfied please contact us. We will try to rectify the situation. No matter what you have the option request a refund.

Zachary Systems is also committed to continual improvement of our products. If you would like to see additional features or even new products to make your accounting easier please contact us.

- Randolph Nixon, CEO

 

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Recent New

  • Zachary Systems launches version 4.0 of their import utilities and surpasses 4,000 registered small businesses importing data into QuickBooks from their bank or credit union.
  • Zachary Systems passes milestone.Zachary Systems announces the launch of eZ Payment Import for QuickBooks enabling Small Businesses to simply and quickly apply payment data from remote deposit capture and other bank receivable systems to customers and invoices in QuickBooks.
  • Zachary Systems passes milestone.Zachary Systems partners with Expert Accounting Systems, a top 10 distributer of QuickBooks in South Africa, to resell eZ Account Import and eZ Credit Card Import to small businesses in South Africa.
  • eZ Account Import and eZ Credit Card Import become first banking integration applications to pass Intuit's Developers Network certification program.