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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 ProperConvert?

ProperConvert transforms various transaction file types into formats that are suitable for accounting software use. This versatile app can handle an array of formats for bank and credit card transactions, including CSV, XLS, XLSX, TXT (allowing users to copy and paste from any online or desktop spreadsheet), as well as PDF files that may be image-based, password-protected, or scanned. Additionally, it supports conversion from QFX, OFX, QBO, QIF, QMTF, and MT940/STA file types. The application ensures that the output files are compatible with a wide range of accounting, personal finance, and spreadsheet programs. Users can convert files for QuickBooks Desktop across all versions into QBO and IIF formats, while Quicken files can be transformed into QFX, QIF, or CSV Mint files. Furthermore, Xero users can convert their files to OFX or CSV formats, and Sage, Wave Accounting, FreeAgent, and Kashoo users can also convert their files to OFX. Banktivity users can expect their files to be converted into QIF, while ZARMoney can receive OFX files as well. The app also accommodates Excel users, allowing them to convert CSV and Excel files directly to the clipboard for easy access. In addition to these features, ProperConvert caters to many other users who frequently import standard financial file formats, such as QBO, QFX, IIF, CSV, or MT940, making it an invaluable tool for financial management.

Media

Media

Integrations Supported

QuickBooks Online

Integrations Supported

QuickBooks Online

API Availability

Has API

API Availability

Has API

Pricing Information

$135.00/year
Free Trial Offered?
Free Version

Pricing Information

$19.99/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

ProperSoft

Date Founded

2015

Company Location

Canada

Company Website

www.propersoft.net

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

File Converters

Archive Converter
Audio Converter
Batch Conversions
Document Converter
Email Converter
Image Converter
Other File Type Conversions
PDF Converter
Video Converter

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