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What is eZ Account Import?

eZ Account Import simplifies the process of integrating your online banking data into QuickBooks, requiring just a few clicks to accomplish. This tool supports a variety of widely-used online banking formats, including Quicken (.qif or .qfx), Money (.ofx), and Excel files (.csv, .xls, .xlsx). Rather than just converting files, eZ Account Import functions as an integrated tool within QuickBooks. It allows you to seamlessly transfer your online banking transactions to your QuickBooks bank register in merely three easy steps. The application also provides access to your Chart of Accounts, lists, and transactions from QuickBooks all within its user-friendly interface. Users can add transactions directly to QuickBooks, with each import's real-time status clearly displayed. Furthermore, it supports the import of various transaction types, such as checks, deposits, payments received, or bill payments directly into the QuickBooks platform. The tool also features convenient mapping options, remembering details like QuickBooks payees, accounts, classes, and customer information based on transaction descriptions, which greatly streamlines the process. Ultimately, this feature not only saves time but also significantly boosts the efficiency of managing your financial records, making it an invaluable asset for users.

What is FinOptimal?

FinOptimal is a cutting-edge accounting automation platform aimed at boosting productivity by eliminating manual tasks in QuickBooks Online, thus enabling the automation of processes like accruals, journal entries, spreadsheet syncing, and real-time reporting, which aids finance teams in closing their books more efficiently and with greater precision. Its main products include Accruer, which simplifies the automation of prepaid expenses, deferred revenues, fixed assets, and payroll accruals by just defining the desired time frame; Booker, which facilitates smooth synchronization and bulk modifications of transactions in Google Sheets that are directly connected to QuickBooks; and Wrangler, which offers adaptable and insightful financial reporting tailored from QuickBooks data. This software integrates effortlessly into current accounting workflows while maintaining their integrity, ensuring that verified data is continuously synchronized, preventing the occurrence of duplicate entries, and providing users with access to audit-ready backups along with essential financial insights whenever required. By optimizing these workflows, FinOptimal not only conserves valuable time but also significantly improves the accuracy of financial reporting for organizations. Consequently, businesses can make informed decisions based on reliable data, further enhancing their operational efficiency.

Media

Media

Integrations Supported

QuickBooks Online
Google Sheets

Integrations Supported

QuickBooks Online
Google Sheets

API Availability

Has API

API Availability

Has API

Pricing Information

$135.00/year
Free Trial Offered?
Free Version

Pricing Information

$29 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zachary Systems

Company Website

www.zacharysystems.com/ZSI_eZ_Acount_Import.aspx

Company Facts

Organization Name

FinOptimal

Date Founded

2014

Company Location

United States

Company Website

www.finoptimal.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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