eZ Account Import allows you to import QIF, QFX or OFX online banking download files directly into QuickBooks.
eZ Account Import is a simple and intuitive application that allows you create powerful generic aliases for mapping banking transactions into QuickBooks from QIF, QBO and QFX online banking export files.
Once you have selected the QuickBooks bank account and the online banking export file, transactions from the export file display. You select the type of transaction (check, deposit, payment, or bill payment*), payee and account to assign the transaction. This is all done via easy-to-use drop-down menus populated by data from your QuickBooks company file. For transactions you want to import as bill payments or customer payments, you may even select the bill or invoice to apply the payments to from a list displayed by eZ Account Import. No typing is required…just point and click!
To accelerate the import process even more, eZ Account Import can memorize transactions so that they are pre-populated with payee and account the next time an online banking export file is reviewed. This is done with the functionality called Aliases.
To reduce errors and the importation of duplicate transactions, eZ Account Import displays the bank register for the QuickBooks account that is imported. Additionally, verification is completed during the scan of the export for any matching transactions between your QuickBooks bank register and the export file. If there is match, eZ Account Import indicates the possible match next to the transaction graphically. In addition, when a “matched” transaction is selected, the corresponding transaction is highlighting in the bank register for comparison.
* eZ Account Import only supports importation of transactions as checks and customer payments for QuickBooks Online Edition.
* eZ Account Import only supports importing transactions as checks, deposits and customer payments for QuickBooks Simple Start.