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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

SimplBooks offers improved accessibility, simplified log-in processes, automated operations, and a more streamlined system. It requires no installation and can be accessed immediately through a web interface. This online capability enables users to connect from any device and location. With shortcut features, efficiency is boosted significantly. The software comes pre-configured with a chart of accounts already set up for users. Additionally, users can automatically add new clients directly from the invoice view, among various other helpful options. Before making a commitment, users can try out the software to determine if it meets their requirements. If they find it unsuitable, opting out is straightforward, and users can easily export their data. Picture a scenario where you are on a business trip, lacking a computer but needing urgent access to accounting software to send an invoice; SimplBooks facilitates this with quick and convenient access via smartphones or tablets. Furthermore, the platform utilizes a secure HTTPS server connection, a standard that is widely trusted by financial institutions. This level of security ensures that your sensitive information remains protected while you manage your accounting needs on the go.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online No 

Integrations

QuickBooks Online Yes 

Pricing Details

€14.90 per month
Free Trial Yes 
Free Version No 

Pricing Details

$135.00/year
Free Trial No 
Free Version 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 

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 Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

SimplBooks

Founded

2011

Country

Estonia

Website

www.simplbooks.ee/en/

Vendor Details

Company Name

Zachary Systems

Website

www.zacharysystems.com/ZSI_eZ_Acount_Import.aspx

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
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 No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management 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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