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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 ProperSoft?

If your accounting software lacks the ability to import transaction files in the required format, ProperSoft Converters can facilitate the conversion, allowing you to seamlessly import transaction data from your bank into popular accounting platforms such as QuickBooks, Quicken, Xero, Excel/CSV, Sage (50/One), Wave Accounting, and ZarMoney. The software supports a range of formats for both importing and exporting, including CSV, Excel, TXT, QIF, QMTF, QBO, IIF, OFX, and MT940/STA. This functionality allows for efficient reconciliation and expense tracking using your existing financial data with minimal manual data entry required. It is compatible with both Windows and macOS, making it accessible for many users. Countless accountants, financial professionals, and bookkeepers rely on this software to streamline their processes. Clients can receive transaction files from their online banking services, which can then be printed and scanned. Additionally, advanced renaming rules enable users to modify payee names and categories or to automatically assign categories based on payee names, enhancing organizational efficiency. Furthermore, the software intelligently determines the appropriate number and date formats for your document settings, ensuring a smooth user experience.

Media

Media

Integrations Supported

QuickBooks Online

Integrations Supported

API Availability

API Availability

Pricing Information

$135.00/year

Pricing Information

$19.99/month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

Windows
Mac

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

Zachary Systems

Company Website

www.zacharysystems.com/ZSI_eZ_Acount_Import.aspx

Company Facts

Organization Name

ProperSoft Inc.

Date Founded

2015

Company Location

Canada

Company Website

www.propersoft.net

Categories and Features

Accounting

Billing & Invoicing
Nonprofits
Purchase Orders

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Expense Tracking
General Ledger
Nonprofits
Purchase Orders

Document Management

Collaboration Tools
Compliance Tracking
Document Archiving
Document Conversion
Document Retention
File Recovery
File Type Conversion
Full Text Search
Offline Access
Optical Character Recognition

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