How to Integrate eZ Account Import with QuickBooks?
Zachary Systems eZ Account Import is software that helps businesses, financial institutions, and accounting professionals in integrating their banking and accounting systems. It allows businesses to easily review the transactions assigning GL Codes, Classes, Payees, and CustomerJobs with lists. It helps to match the existing transactions, prevent duplicate transactions, and allow matching transactions to be marked as cleared. Businesses can also easily track and bill customers for expenses by selecting customers and setting billable status. In this article, we will discuss how to integrate eZ Account Import with QuickBooks.
What Are the Advantages of Integrating eZ Account Import with QuickBooks?
The following are the advantages of integrating eZ Account Import with QuickBooks.
- Allows users to quickly add transactions into QuickBooks with the ability to see the status of each transaction import.
- Users can download statements from banks in various formats such as QIF, QFX, OFX, CSV, and Excel.
- Enables users to easily set up mappings to memorize QuickBooks payee, class, account, and customer for transactions based on their descriptions.
- Users can import a transaction such as a check, deposit, payment received, or bill payment into QuickBooks.
How to Integrate eZ Account Import with QuickBooks?
eZ Account Import supports integration with QuickBooks Online and QuickBooks Desktop. The following steps outline the process for QuickBooks Desktop integration.
- Open your eZ Account Import application.
- For the first time, you will be asked to indicate which version of QuickBooks you are using.
- Next, download the banking activity from your bank.
- Navigate to the “Reports” menu tab select “Activity – deposit accounts” and from the “Search Activity & Balance” screen select the “CSV” format option.
- Download and save the file to your computer.
- Launch QuickBooks and open your company file.
- In eZ Account Import, select the “Activity – deposit accounts” export file from your bank that you want to import into QuickBooks.
- Select the QuickBooks account to which you want to import the transactions.
- Next, you will be prompted to select the file type. Select the CSV/Excel format from the dropdown option.
- Finally, click “Continue.”
Apps4Rent Can Help with eZ Account Import and QuickBooks Integration
With eZ Account Import and QuickBooks integration, businesses can securely see all their financial data within one single interface and use QuickBooks capabilities to streamline their accounting operations.
As an Intuit Authorized Hosting Provider, Apps4Rent can provide a managed hosting environment for QuickBooks in top-tier SSAE-16 data centers to virtualize business operations and can help integrate eZ Account Import with QuickBooks seamlessly. Contact our QuickBooks experts available 24/7 via phone, chat, and email for assistance.
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