eZ Import FAQ

Here you will find a list of the most frequently asked questions that we receive about eZ Import.

General Questions 

What types of files does eZ Import support?
eZ Import supports CSV, Excel file formats for all transactions/lists. For Bank and Credit Card Import, eZ Import also supports QIF, QFX, OFX and QBO formats.
What versions of QuickBooks® does eZ Import support?
QuickBooks® Pro, Premier, Enterprise 2012-2018
Are you required to have Internet access to use eZ Import?
In order for the application to register, set the activation key and to verify subscriptions, you are required to have Internet access.
Is your software compatible with MAC?
No unfortunately it is not compatible with MAC.

Subscription

How many licenses do you get with a yearly subscription?
Each subscription allows installation and use by a single user.
How do I purchase additional licenses and how much do they cost?
You can purchase additional licenses through our website under the buy/renew link.
What is included in a yearly subscription?
You will receive one license with your subscription, to be used by a single user. You will also receive free unlimited support (phone and email) during the subscription period as well as free one-on-one web-based training. A yearly subscription ensures that you are always using the latest and greatest version of our product, as we do one to two major upgrades a year as well as maintenance fixes.
My subscription has expired. How do I renew?
Normally, eZ Import subscriptions will automatically be billed and charged to the credit card on record. If there are issues when billed the subscription will be suspended. Contact Zachary Systems support at Support@ZacharySystems.com for assistance.

Connecting to QuickBooks 

Why is QuickBooks required to be running?
For security reasons, eZ Import requires that QuickBooks® is running when it is launched. This prevents unauthorized access to your sensitive company information.
Why am I receiving the following error? “The application does not have permission to access this QuickBooks® company data file ….”
During the registration process or at some other point, eZ Import was denied access to QuickBooks®. To correct this issue perform the following steps:
  • Open your company file in QuickBooks®
  • Select Edit | Preferences from the QuickBooks® menu
  • Select Integrated Applications in the list of preferences on the left hand side of the dialog box.
  • Click the Company Preferences tab.
  • Highlight eZ Import line and click Properties. The Properties dialog box opens.
  • Under the Access Rights tab select "Allow this application to read and modify this company file" and de-select Prompt before allowing access.
  • Click OK on the Properties dialog box.
  • Click OK on the Preferences dialog box.
Going forward, the eZ Import will be able to access QuickBooks® for this company file. Note: If you use multiple company files you may be required to perform this procedure on each file.

File / Data Mapping

What are Mappings?

eZ Import support two different types of mappings: File & Data.

File Mappings allow the specifying of which data and the location of the data in the import file. For example, column 1 is the date, column 2 is the amount in the file, etc.

Data Mappings allow you to translate data in the import into QuickBooks equivalent names. For example, the import file contains a "Home Depot Ashburn" as the vendor. However, QuickBooks has just Home Depot as the name. You could create a one-time data mapping that anytime the file contains "Home Depot Ashburn" in the vendor column to translate it to "Home Depot".

Do Data Mappings have to match the import file data exactly?
Yes, with the exception of Bank and Credit Card Imports. In those two cases, the Data Mapping just makes sure the file data contains the word(s) in the mappings.

 

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