eZ Account Import

eZ Account Import offers a range of features designed to simplify the process of importing banking transactions into QuickBooks: 1. Automated Import: The software allows users to import their online banking data directly into QuickBooks in just a few simple steps, eliminating the need for manual data entry or file conversion. It supports various file formats, including QIF, QFX, OFX, CSV, and Excel files. 2. Data Matching and Deduplication: As eZ Account Import reads the import data, it checks for matching transactions already present in QuickBooks to prevent duplicates. Any matching transactions can be marked as cleared, facilitating easy end-of-month reconciliation. 3. QuickBooks Integration: The software integrates seamlessly with QuickBooks, providing access to the chart of accounts, lists, and transactions from within the application. This allows users to review and assign GL codes, payees, classes, and customer/job information directly from QuickBooks lists. 4. Transaction Management: eZ Account Import enables users to import transactions as checks, deposits, payments received, or bill payments into QuickBooks. It also supports splitting transactions across multiple expense accounts and tracking billable expenses by selecting customers and setting billable status. 5. Mapping and Memorization: Users can set up mappings to memorize QuickBooks payee, account, class, and customer information based on transaction descriptions, streamlining the import process for recurring transactions.