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On the recordRead 8 Oct 202615 facts
eZ Account Import
Broadlands, Virginia, USA
Plans and prices
eZ Account Import
$189a year
2 users · support and updates · 2 licenses per yearly subscription
Read 8 Oct 2026 · zacharysystems.com
On the record
- Import formats
- Supports CSV, XLS, XLSX, QIF, OFX, QFX, and QBO files.zacharysystems.com · read 8 Oct 2026
- Intended users
- Zachary Systems describes its QuickBooks apps as serving banks and small businesses.zacharysystems.com · read 8 Oct 2026
- Internet requirement
- Internet access is needed for QuickBooks Online and when registering, setting an activation key, or verifying subscriptions.zacharysystems.com · read 8 Oct 2026
- Mac compatibility
- The FAQ says the software is not compatible with Mac.zacharysystems.com · read 8 Oct 2026
- Mapping and splits
- It can memorize payee, account, class, and customer mappings from transaction descriptions and split transactions across multiple expense accounts.zacharysystems.com · read 8 Oct 2026
- PDF limitation
- PDF files cannot be imported directly; text from a non-image PDF can be copied into Excel and saved as XLS, XLSX, or CSV.zacharysystems.com · read 8 Oct 2026
- Privacy
- Zachary Systems says registration information is securely stored for support and will not be sold or leased to another party.zacharysystems.com · read 8 Oct 2026
- Purpose
- Imports bank statement transactions into QuickBooks and helps reconcile them by matching existing transactions.zacharysystems.com · read 8 Oct 2026
- QuickBooks access
- The FAQ says QuickBooks must be running when the app launches to prevent unauthorized access to company information.zacharysystems.com · read 8 Oct 2026
- QuickBooks versions
- The FAQ lists QuickBooks Pro, Premier, and Enterprise 2019–2025, plus QuickBooks Online Edition.zacharysystems.com · read 8 Oct 2026
- Reconciliation
- The app can match existing transactions to help prevent duplicates and mark matched transactions as cleared.zacharysystems.com · read 8 Oct 2026
- Support
- The maker offers support by email, phone, and screen sharing; the FAQ lists phone number (703) 286 7267.zacharysystems.com · read 8 Oct 2026
- Transaction options
- Transactions can be imported as checks, deposits, payments received, or bill payments.zacharysystems.com · read 8 Oct 2026
- Trial limit
- The 14-day trial allows up to five imported transactions per session.zacharysystems.com · read 8 Oct 2026
