Overview
eZ Credit Card Import provides a streamlined solution for importing credit card statements directly into QuickBooks, eliminating hours of manual data entry. It does not offer direct bank feed connections; however, this file-based approach gives users greater control over the data, ensuring clean and accurate financial records every time.
Overall Rating
Based on 1 users reviews
4
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
eZ Credit Card Import Specifications
Expense Tracking
What Is eZ Credit Card Import?
eZ Credit Card Import is a specialized accounting utility platform for small to mid-sized businesses and bookkeeping professionals who use QuickBooks. The software acts as a powerful bridge, automating the import of credit card transactions from various file formats, including CSV, Excel, and QIF, directly into your QuickBooks company file. By eliminating tedious manual data entry, it enhances accuracy and efficiency. Key benefits include tools for splitting transactions across multiple accounts and creating vendor aliases for faster categorization and processing.
eZ Credit Card Import Pricing
Disclaimer: The pricing is subject to change.
eZ Credit Card Import Integrations
Who Is eZ Credit Card Import For?
eZ Credit Card Import is ideal for all types of small businesses that rely on QuickBooks for accurate expense tracking and management.
Is eZ Credit Card Import Right For You?
eZ Credit Card Import is the right fit for you if your primary goal is to find a reliable, no-frills solution for bulk-importing credit card statements into QuickBooks on a Windows PC. Its standout capability is its intelligent data mapping, which learns your vendor assignments to automate future imports. Trusted by clients of the largest U.S. banks, this solution excels at its core function of saving you time and ensuring data accuracy without the complexity of larger accounting platforms.
Still not sure about eZ Credit Card Import? Contact our support team at (661) 384-7070 for further guidance.
eZ Credit Card Import Features
The software supports a wide variety of file formats exported from financial institutions, including CSV, XLS, XLSX, QIF, OFX, and QBO. This flexibility ensures you can import transaction data from virtually any credit card or bank statement without conversion issues.
This feature allows you to map cryptic transaction descriptions from your bank statement to specific vendor names within QuickBooks. The system remembers these aliases, automatically applying the correct vendor to recurring charges in future imports, which significantly speeds up the categorization process.
Users can divide a single credit card transaction across multiple expense accounts, classes, or customer jobs directly within the import interface. It is essential for businesses that require granular cost allocation for accurate project tracking, budgeting, and client billing.
The tool integrates directly with your QuickBooks company file, allowing it to read and write data in real-time. It accesses your existing lists, such as the chart of accounts, vendors, and customers, to ensure all imported transactions are properly coded and validated.
This feature streamlines expense tracking for client billing by allowing users to assign imported transactions directly to a specific customer or job. You can also mark transactions as billable during the import process, ensuring accurate and timely invoicing within QuickBooks.
Top Recommended Software
