Import Transactions
Once you have selected an online banking export file and a QuickBooks® account to open in eZ Credit Card Import, you may import banking transactions as bill payments into QuickBooks® utilizing eZ Credit Card Import. This will expedite your banking procedures and practically eliminate the possibility of human error.
To import online banking transactions as a payment utilizing eZ Credit Card Import:
1. Verify that Quickbooks® is open on your system.
2. Launch eZ Credit Card Import by ZSI from your Start menu.
Figure 28: Navigation to eZ Credit Card Import by ZSI
3. eZ Credit Card Import launches. Select the online banking export file by clicking Select File and a QuickBooks® account from the drop-down list to open in eZ Credit Card Import.
Figure 29: Select Import File window
4. Click Review Transactions.
5. eZ Credit Card Import opens and displays the file selected from the Select Import Information window.
Figure 30: Import Transactions window
6. Review the transactions contained in the Transactions in Imort File table. The Import File table contains all of the transactions contained in the online credit card export file selected. The Date, Amount, Type and Memo are taken directly from the online credit card export file.
Note: If you have recurring transactions that contain repeating phrases, e.g. always contains Staples, it is suggested you create an alias to pre-populate the transaction with payee and account information the next time the file is reviewed.
7. The status will be either Unmatched or Matched.
Matches occur when an existing QuickBooks® transaction and online banking export transaction meet the following criteria:
Amount
Date within a two weeks of each other
By selecting any Matched transaction, the corresponding transaction in the QuickBooks® Account table will be highlighted thus allowing comparison of the two transactions.
Note: You may override the Matched transaction and import the transaction.
8. In order to Import, a transaction an Account must be selected as well as the Import check box.
9. Once you have reviewed and selected which
transactions to import or not, Click Add Transactions to
Quickbooks®. eZ Credit Card Import will attempt to add the
transactions selected, with the 
marked, to QuickBooks® . The
Importing Transactions window opens:
Figure 31: Importing Transactions window
Once the transactions are imported, a summary of the transactions opens:
Figure 32: Importing Transactions window
The total number of Imports, Sucessful Imports and Errors displays.
The Status of the transactions will be updated to reflect the status of the import.
Figure 33: Status Change, Imported
If an unacceptable Payee or Account for a type of transaction is selected or an unacceptable amount is entered into the Select Bills or Select Invoices window, when eZ Credit Card Import attempts to add the transaction to QuickBooks®, the Import Status window will report the number of successful import as well number with errors. transaction that eZ Credit Card Import attempted to add to the register, the entry will be highlighted in red. Float your mouse over the error indicator and a description of the error displays.
Figure 34: Status Change, Imported