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ease
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design
support

Average Ratings 0 Ratings

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ease
features
design
support

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Description

QuickBooks is a comprehensive tool that assists in monitoring donations, managing invoices, bookkeeping, and addressing all your accounting requirements. This platform allows for the categorization of revenue expenditures by specific funds or programs, enabling the creation of tailored reports that focus on the essential data for your nonprofit organization. With its fully customizable options, both QuickBooks Online Plus and QuickBooks Online Advanced offer real-time budget tracking by program or fund. Additionally, users can manage donor relationships, oversee grants, generate financial reports, perform bank reconciliations, and much more. Transitioning to QuickBooks Enterprise Nonprofit provides the capability to efficiently store and access extensive lists of donors, vendors, and items. The platform also offers individual user permissions for over 115 distinct activities, ensuring enhanced security for donor information. As your nonprofit expands, moving up to QuickBooks Enterprise Nonprofit is a straightforward process. Key accounting functionalities encompass donation handling, church management, and financial reporting tailored for larger nonprofit organizations, making it an invaluable asset for effective financial stewardship. Ultimately, utilizing QuickBooks will significantly streamline your financial operations and improve overall organizational efficiency.

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

No price information available.
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

Intuit

Website

www.intuit.com

Vendor Details

Company Name

Zachary Systems

Website

www.zacharysystems.com/ZSI_eZ_Acount_Import.aspx

Product Features

Church Accounting

Accounts Payable
Accounts Receivable
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Donation Management
Fund Accounting
General Ledger
Payroll Management

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer 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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