eZ Credit Card Import Support

You only need Internet access for QuickBooks® Online Edition. However, in order for the application to register, set the activation key and to verify subscriptions, you are required to have Internet access at the time.

No unfortunately it is not compatible with MAC.

Unfortunately there is no save button. You will need to restart eZ Credit Card Import so you can input your activation key that is provided when you purchase the product. The aliases, vendors and customers that you added in the trial version will still be accessible after you restart the program, but any other work will be lost.

You can purchase additional licenses by sending an email to support@zacharysystems.com. Each additional license costs $50 each.

To ensure that there is no service interruption, please renew your subscription by visiting our Buy page and clicking RENEW under eZ Credit Card Import. Make sure you use the same email address when renewing that you used when you first purchased the product. You will receive a reminder email two weeks prior to your subscription expiration date to renew your subscription.

Zachary Systems Inc. securely stores the information in order to provide support. We will never sell or lease your information to another party. To see our full privacy policy click here

During the registration process or at some other point, eZ Credit Card Import was denied access to QuickBooks®. To correct this issue perform the following steps:

• Open your company file in QuickBooks®
• Select Edit | Preferences from the QuickBooks® menu
• Select Integrated Applications in the list of preferences on the left hand side of the dialog box.
• Click the Company Preferences tab.
• Highlight eZ Credit Card Import line and click Properties. The Properties dialog box opens.
• Under the Access Rights tab select "Allow this application to read and modify this company file" and de-select Prompt before allowing access.
• Click OK on the Properties dialog box.
• Click OK on the Preferences dialog box.

Going forward, the eZ Credit Card Import will be able to access QuickBooks® for this company file. Note: If you use multiple company files you may be required to perform this procedure on each file.

When you select an .xls or .csv file from the Select Import File window, you will be prompted by a Getting Started with Excel and CSV File pop-up message that will tell you how to format your .xls or .csv columns before importing. Select the ZSI Standard Format Full from the drop down menu if you want the following information imported.

• Column 1: Date of Transaction
• Column 2: Amount
• Column 3: RefNo
• Column 4: Payee
• Column 5: Account
• Column 6: Memo

Or you can choose ZSI Standard Format and have the following columns:

• Column 1: Date of Transaction
• Column 2: Amount
• Column 3: Transaction Number
• Column 4: Transaction Description

Make sure that you have downloaded and purchased the same product.

eZ Credit Card Import will verify that the required data is present before attempting to import the transaction. If some data is missing, it will label the transaction as an error. Otherwise, the transaction will be attempted to be added to QuickBooks. QuickBooks will verify that the data is correct for the type of transaction selected for import. If there is error in the data, QuickBooks will provide the error message to eZ Credit Card Import.

Yes. By right clicking on any transaction, a context menu is displayed. Select the Split menu option and the Split Transaction window will be displayed allowing you to split the transaction across accounts and/or customers.

If you are importing a .csv file, the amount column needs to be negative for charges and positive for credits.

To refresh the information in the Transactions in QuickBooks Account section of the Import Transactions Window, click Tools in the top navigation and click on Reload QuickBooks Data.

In eZ Credit Card Import, you will need to enable Classes/CusomterJobs in the Preferences window before you can assign them to a transaction. You can access Preferences from the Select Import File window (this is where you select the file you want to import). Simply click on the Tools menu at the top and choose Set Preferences. You can also access the Preferences from the Import Transactions Window (this is the window that you see after you've uploaded your file into eZ Credit Card Import). Again, you can access this from the Tools drop down.

Once the Preferences window is open, click on the "Import" tab. The first option is "Use classes when importing into QuickBooks?" and/or "Enable assigning of customers and billable status...." Choose the Yes radio button. You can also set default classes. Go to the "Default Values" tab within Preferences to set default classes.

On your old computer, go to C:/ProgramData/Zachary Systems Inc. and copy the Autofill file over to the same directory on your new computer. You may need to enable hidden files/folders if you do not see the Program Data folder. See Microsoft Help for instructions on how to enable hidden files/folders.