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About

Import vendors list, chart of accounts, customers’ list, items and other company data. Export all the selected data in just few minutes. It can be done like any report, excel files in a zip format and CSV files. Delete the data in a very simple way, all deleted files will go to bin. And in case of necessity, you can restore it easily. In QuickBooks, it is important to do the process of Import, export and delete data many times according to the situations like when you reinstall the software again, send and receive data to/from accountant, transferring data, deleting unwanted transactions, and many others. It would be difficult to do it manually in case of too much data. That is why we are here to help you to implement the process of Import, export and delete data in minutes. It keep you up to date and save your time and money as well.

About

Build stronger relationships with your clients by being fully present and engaged in every client interaction. ‍ Zocks captures personal and financial details from client conversations without the need for recordings, and integrates with your CRM to automate your follow up tasks, communications, and workflows. Zocks captures all the details you need from conversations — without the need for recordings. Zocks analyzes virtual and in-person conversations in real time, and automatically captures key details on your client’s financial situation, investment goals, and life events. Never miss an important personal or financial fact again.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

SMBs searching for an accounting automation software

Audience

Financial advisors interested in a powerful AI meeting assistant

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$199 per year
Free Version
Free Trial

Pricing

$67 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Dancing Numbers
Founded: 2020
India
www.dancingnumbers.com

Company Information

Zocks
Founded: 2022
United States
www.zocks.io

Alternatives

Alternatives

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ProperConvert

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TMate

TMate

TMate AI

Categories

Categories

Integrations

Gmail
Google Meet
Microsoft Outlook
Microsoft Teams
Practifi
QuickBooks Online
Redtail CRM
Salesforce
SmartOffice
Wealthbox
XLR8 RMS
Zoom

Integrations

Gmail
Google Meet
Microsoft Outlook
Microsoft Teams
Practifi
QuickBooks Online
Redtail CRM
Salesforce
SmartOffice
Wealthbox
XLR8 RMS
Zoom
Claim Dancing Numbers and update features and information
Claim Dancing Numbers and update features and information
Claim Zocks and update features and information
Claim Zocks and update features and information