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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

ProperConvert converts transaction file to be compatible with accounting software. The ProperConvert app can convert the following formats to bank and credit card transactions: - CSV/XLS/XLSX/TXT (copy/paste any spreadsheet from an online or desktop software) PDF (downloaded from an online bank, image-based and protected, scanned - QFX/OFX/QBO - QIF/QMTF - MT940/STA The app converts to the file formats compatible for your accounting, personal finance, or spreadsheet software. - QuickBooks Desktop (all Versions), convert to QBO and IIF format - Quicken (convert QFX, QIF or CSV Mint). - Xero (convert TO OFX, CSV). - Sage (converts to OFX). Wave Accounting (converts to OFX). - FreeAgent (convert TO OFX) - Banktivity (convert into QIF) - Kashoo (convert TO OFX) - ZARMoney (converts to OFX). - Excel (convert CSV, Excel to clipboard) - and many other users who import standard financial file formats such as QBO, QFXX, IIF, CSV or MT940

Description

eZ Account Import allows you to seamlessly bring your online banking information into QuickBooks with minimal effort, requiring only a few clicks. It is compatible with all commonly used online banking download formats such as Quicken (.qif or .qfx), Money (.ofx), and Excel files (.csv, .xls, .xlsx). Beyond merely converting files, eZ Account Import operates as a unified application within QuickBooks. You can effortlessly transfer your online banking transactions to your QuickBooks bank register in just three straightforward steps. The application gives you access to your Chart of Accounts, lists, and transactions from QuickBooks, all within its interface. Users can quickly add transactions directly into QuickBooks, with real-time status updates on each transaction import made visible. You can import different types of transactions including checks, deposits, payments received, or bill payments directly into QuickBooks. Additionally, the tool allows for easy setup of mappings to remember QuickBooks payee, account, class, and customer details based on the transaction description, streamlining the entire process. This feature significantly enhances the efficiency of managing your financial records.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online No 

Integrations

QuickBooks Online Yes 

Pricing Details

$19.99/month
Free Trial Yes 
Free Version No 

Pricing Details

$135.00/year
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

ProperSoft

Founded

2015

Country

Canada

Website

www.propersoft.net

Vendor Details

Company Name

Zachary Systems

Website

www.zacharysystems.com/ZSI_eZ_Acount_Import.aspx

Product Features

File Converters

Archive Converter No 
Audio Converter No 
Batch Conversions No 
Document Converter No 
Email Converter No 
Image Converter No 
Other File Type Conversions Yes 
PDF Converter Yes 
Video Converter No 

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management No 

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