eZ Account Import

QuickBooks bank statement import and reconciliation Simplified

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Import Bank transactions into QuickBooks with eZ Account Import. eZ Account Import provides a simple and quick way to import and reconcile bank statement. Import statement from QIF, QFX, OFX, CSV or Excel files into QuickBooks. As it reads import data, eZ Account Import will check import file for matching transactions in QuickBooks to prevent duplicates. Any matching transactions can be marked as cleared for easy end of month reconciliation.

Get up and running in minutes to save hours of data entry and reconciliation!

Easy 3 Step Process to Import into QuickBooks

1

Select Import File

Download statement from Bank
(QIF, QFX, OFX, CSV, Excel file formats).

2

Review Transactions

Review the transactions assigning GL Codes, Payees, Classes and CustomerJobs with lists pulled directly from QuickBooks.

3

Import Transactions

Import bank transactions into QuickBooks and mark matched transactions as cleared. Imports directly into the bank register.

eZ Account Import

Robust Feature Set

Simple Bank Transaction Import into QuickBooks

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
Select transaction type for import
Import a transaction as a check, deposit, payment received or bill payment into QuickBooks
Assign customer and billable status
Easily track and bill customers for expenses by selecting customer and setting billable status

Existing Transaction Matching/Reconciliation
Matches existing transactions preventing duplicate transactions and allows matching transactions to be marked as cleared.
Advanced data mapping
Quickly setup mappings to memorize QuickBooks payee, account, class and customer for transactions based upon transaction description
Split transactions
Simply assign multiple expense accounts and amounts for a transaction
Quick Find of Accounts, Vendors, Customers and Classes
Filtering of Accounts, Vendors, Customer and Classes filtered based on letters typed

eZ Account Import pricing

$169 Annually includes:

Support via email, phone and screen-share
Updates to Application
Installation for 2 Users/Computers
unconditional 100% money-back guarantee

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We know QuickBooks

We bring over 15 years of experience helping Small Business integrate QuickBooks with Banks. Four out of the five largest Banks in the US recommend us to their clients. No other partner has the experience we do in QuickBooks and Banking.