Question 1

What banking formats does eZ Credit Card Import support?

Accepted Answer

eZ Credit Card Import supports all standard online banking download formats, including QFX, OFX, QBO, and CSV. This ensures compatibility with a wide range of financial institutions.

Question 2

How does eZ Import categorize transactions automatically?

Accepted Answer

eZ Import utilizes advanced integration capabilities and supplementary data to intelligently categorize transactions. This reduces the need for manual assignment of vendors and accounts, saving you time and improving accuracy.

Question 3

Is my financial data secure with eZ Credit Card Import?

Accepted Answer

Yes, security is our top priority. eZ Import uses industry-standard encryption protocols and secure data transmission methods to protect your financial information. We adhere to strict data privacy policies.

Question 4

What accounting software does eZ Import integrate with?

Accepted Answer

Currently, eZ Import integrates seamlessly with QuickBooks, Xero, and SAP Concur. We are continuously working to expand our integration capabilities to support other popular accounting platforms.

Question 5

How much time can eZ Import save my accounting team?

Accepted Answer

eZ Import can significantly reduce the time spent on manual data entry and reconciliation, often saving accounting teams up to 80% of the time previously dedicated to these tasks.

Question 6

Does eZ Import handle multiple bank accounts?

Accepted Answer

Yes, eZ Import can manage and import transactions from multiple bank and credit card accounts simultaneously, providing a comprehensive view of your financial data.

Question 7

What happens if a transaction isn't categorized correctly?

Accepted Answer

eZ Import's categorization is highly accurate, but you always have the option to manually review and adjust transaction categories as needed. The system learns from your adjustments to improve future categorization.

Question 8

Is there a limit to the number of transactions I can import?

Accepted Answer

Transaction limits vary depending on your subscription plan. We offer plans to accommodate businesses of all sizes, from small startups to large enterprises.

eZ Credit Card Import

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