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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 Ledgersync?

Ledgersync simplifies the process of integrating your clients' bank and credit card transactions into your chosen accounting software without requiring manual input. Additionally, it facilitates the management of Client Sub-Accounts effectively. Instead of positioning itself against software like QuickBooks, Xero, and FreshBooks, LedgerSync acts as a beneficial extension that enhances their capabilities. Clients often ask how we distinguish ourselves from QuickBooks Online. As a CPA, you can utilize both QuickBooks and Ledgersync to create a robust and secure online platform that brings together client transactions. Ledgersync enables straightforward connections to both QuickBooks Desktop and Online, as well as other accounting solutions. The automatic transfer of your client's financial information to the dashboard not only conserves time but also significantly lightens the accounting workload, reducing a task that usually takes two hours to a mere thirty minutes. This newfound efficiency empowers you to devote more time to delivering value to your clients instead of being overwhelmed by administrative duties. By integrating Ledgersync into your workflow, you can enhance client satisfaction and improve overall service quality.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
SmartVault
Xero

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
SmartVault
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$135.00/year
Free Trial Offered?
Free Version

Pricing Information

$12.47
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

LedgerSync

Company Location

United States

Company Website

www.ledgersync.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 Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

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