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ease
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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

Cashbook Complete streamlines your accounting process, making it both quicker and more accessible, even for those without a background in finance. This comprehensive software is packed with features yet maintains user-friendly language. You can effortlessly upload your bank statements online and generate reports in no time, a common praise from our users. Designed specifically with non-accountants in mind, Cashbook Complete ensures clarity and ease of use. We also provide complimentary email support for all our users, which is a rarity among other accounting solutions. You can easily import your bank statements directly from your financial institution's site and establish rules for transactions that occur regularly. Additionally, you can send invoices and statements via email, enhancing your workflow. Typically, cloud-based software operates on a subscription model, either monthly or yearly, which can lead to a significantly high total cost of ownership for a product you never fully possess. This makes Cashbook Complete a cost-effective choice that prioritizes user experience and support.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online

Integrations

QuickBooks Online

Pricing Details

$60 one-time payment
Free Trial
Free Version

Pricing Details

$135.00/year
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Acclaim Software

Website

www.acclaimsoftware.com

Vendor Details

Company Name

Zachary Systems

Website

www.zacharysystems.com/ZSI_eZ_Acount_Import.aspx

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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