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 Simple Start, Pro, Premier, Enterprise 2004-2012, QuickBooks Online Edition*
QuickBooks UK/Ireland
QuickBooks Pro or Accountant 2005-2006,2008, 2010
Supported Internet Banking Download Formats:
.ofx (MS Money); .qfx/.qif (Quicken); .qbo (QuickBooks); .csv, .xls, .xlsx (Excel)
Operating Systems:
Windows XP, Windows Vista, Windows 7
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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