Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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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 InoLink?
InoLink serves as an integration solution that bridges Intuit QuickBooks Online with Dynamics 365 CRM Online, enabling users to gain a comprehensive understanding of customer interactions by accessing historical data, including aging balances and transaction details. Within Dynamics 365 CRM, users can easily monitor customer transactions and identify their top clients. By facilitating seamless data exchange, InoLink effectively mitigates duplication issues between QuickBooks and Dynamics 365 CRM.
This integration tool enables the synchronization of multiple QuickBooks companies with a single Dynamics 365 CRM instance, ensuring a secure transfer of real-time information between the two platforms.
Key features include:
• Bi-Directional Sync: Enables two-way synchronization of Accounts, Contacts, Products, and Pricing information.
• Transaction Sync: Facilitates the promotion of Quotes, Orders, and Invoices from Dynamics 365 to QuickBooks.
• Accounting History: Allows users to explore transaction history directly within Dynamics CRM.
• Account Balances: Provides insights into customer open balances along with aging information in the CRM.
• Tax Calculation: Assists in calculating taxes for Quotes, Orders, and Invoices within Dynamics 365.
• Reporting: Offers dashboards for viewing Recent Transactions, identifying Top Customers, and tracking Open Invoices.
• Security: Ensures controlled access to accounting data through security roles and field-level security measures.
As a powerful tool for financial management, InoLink streamlines business processes and enhances customer relationship management.
Integrations Supported
QuickBooks Online
Microsoft Dynamics 365
QuickBooks Online Advanced
Integrations Supported
QuickBooks Online
Microsoft Dynamics 365
QuickBooks Online Advanced
API Availability
Has API
API Availability
Has API
Pricing Information
$135.00/year
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
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
Inogic Tech
Date Founded
2006
Company Location
India
Company Website
www.inogic.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
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services