Freedom251 › Accounting Automation Software
eZ Account Import
What eZ Account Import is
eZ Account Import brings bank statement transactions into QuickBooks and helps reconcile them with records already in a company file. It accepts CSV, XLS, XLSX, QIF, OFX, QFX, and QBO files, then can import entries as checks, deposits, payments received, or bill payments. Matching can identify existing transactions, help avoid duplicates, and mark matched items as cleared. The software can remember payee, account, class, and customer mappings from transaction descriptions, and split one transaction across multiple expense accounts. Its listed QuickBooks support includes Pro, Premier, and Enterprise editions from 2019 through 2025, plus QuickBooks Online Edition. QuickBooks must be running when the application launches. Internet access is needed for QuickBooks Online and for registration, activation-key setup, and subscription checks. The Windows software offers a 14-day trial limited to five imported transactions per session. The yearly subscription costs $189 a year and includes two users, support, and updates. PDF files cannot be imported directly; text from a non-image PDF can be moved into a spreadsheet format first.
Who it suits
It suits banks and small businesses that need to move statement files into QuickBooks and reconcile them. Windows users with supported QuickBooks editions can use its mapping and split-transaction features.
What it does well
- Imports seven listed statement formats
- Matches transactions to help prevent duplicates
- Memorizes payee and account mappings
- Supports split transactions across expense accounts
- Includes two users, support, and updates
What to know first
- Windows only; not compatible with Mac
- Trial allows five transactions per session
- PDF files cannot be imported directly
- QuickBooks must be running at launch
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| eZ Account Import | $189 yearly subscription includes 2 users, support and updates · 2 users · support and updates · 2 licenses per yearly subscription | $189 a year |
As zacharysystems.com lists them, read 8 Oct 2026. The maker's own page has the final word.
Verdict
eZ Account Import focuses on file-based bank imports and reconciliation inside QuickBooks. Its broad format support and mapping tools are useful, while Windows-only operation, the trial limit, and PDF restriction shape the workflow.
Facts from eZ Account Import's own pages
- Headquarters
- Broadlands, Virginia, USA · zacharysystems.com, 28 Sept 2026
- Import formats
- Supports CSV, XLS, XLSX, QIF, OFX, QFX, and QBO files. · zacharysystems.com, 8 Oct 2026
- Intended users
- Zachary Systems describes its QuickBooks apps as serving banks and small businesses. · zacharysystems.com, 8 Oct 2026
- Internet requirement
- Internet access is needed for QuickBooks Online and when registering, setting an activation key, or verifying subscriptions. · zacharysystems.com, 8 Oct 2026
- Mac compatibility
- The FAQ says the software is not compatible with Mac. · zacharysystems.com, 8 Oct 2026
- Mapping and splits
- It can memorize payee, account, class, and customer mappings from transaction descriptions and split transactions across multiple expense accounts. · zacharysystems.com, 8 Oct 2026
- PDF limitation
- PDF files cannot be imported directly; text from a non-image PDF can be copied into Excel and saved as XLS, XLSX, or CSV. · zacharysystems.com, 8 Oct 2026
- Privacy
- Zachary Systems says registration information is securely stored for support and will not be sold or leased to another party. · zacharysystems.com, 8 Oct 2026
- Purpose
- Imports bank statement transactions into QuickBooks and helps reconcile them by matching existing transactions. · zacharysystems.com, 8 Oct 2026
- QuickBooks access
- The FAQ says QuickBooks must be running when the app launches to prevent unauthorized access to company information. · zacharysystems.com, 8 Oct 2026
- QuickBooks versions
- The FAQ lists QuickBooks Pro, Premier, and Enterprise 2019–2025, plus QuickBooks Online Edition. · zacharysystems.com, 8 Oct 2026
- Reconciliation
- The app can match existing transactions to help prevent duplicates and mark matched transactions as cleared. · zacharysystems.com, 8 Oct 2026
- Support
- The maker offers support by email, phone, and screen sharing; the FAQ lists phone number (703) 286 7267. · zacharysystems.com, 8 Oct 2026
- Transaction options
- Transactions can be imported as checks, deposits, payments received, or bill payments. · zacharysystems.com, 8 Oct 2026
- Trial limit
- The 14-day trial allows up to five imported transactions per session. · zacharysystems.com, 8 Oct 2026
Where eZ Account Import stands on Freedom251
- Accounting Automation Software#18 of 38