LoanAssistant

LoanAssistant

Integrated Accounting Solutions
eZ Account Import

eZ Account Import

Zachary Systems
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+

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About

LoanAssistant is a powerful and versatile loan amortization software developed by a dedicated team of successful accountants, software developers, and bankers. The solution is the only loan servicing add-on for QuickBooks that enables users to seamlessly manage multiple loans and credit lines. With Loan Assistant, loan data easily shows up to QuickBooks without double entry. The loan management feature of LoanAssistant covers various segments of the lending industry such as residential and commercial mortgages, education loans, motor finance, construction loans, installment sales and others. Our sophisticated Investor Participation module simplifies managing external/internal loan investments tracking/accounting, processing, and reporting. Accrual Accounting option available. Stand-alone option available. Borrower side servicing available. No limit/additional charges on number of loans/accounts/transactions/borrowers/lenders. No additional hardware required. Annual subscription.

About

eZ Account Import enables you to easily import your online banking data into QuickBooks in just a few clicks. It supports the reading of all standard online banking download formats such as Quicken (.qif or .qfx), Money(.ofx) and Excel (.csv, .xls, .xlsx). eZ Account Import is more than just a file converter, it’s an integrated application with QuickBooks. In just three simple steps, eZ Account Import transfers your online banking transactions to your QuickBooks bank register. Chart of accounts, lists, and transactions from QuickBooks is accessible and viewable within the application. Quickly add transactions directly into QuickBooks with the status of each transaction import displayed to the user. Import a transaction as a check, deposit, payment received, or bill payment into QuickBooks. Quickly set up mappings to memorize QuickBooks payee, account, class, and customer for transactions based upon transaction description.

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

LoanAssistant serves accountants, hard-money lenders, note servicers, bankers, cities, municipalities, private lenders, credit unions, and more.

Audience

Companies and enterprises seeking a solution to import their online banking data

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

$999
Free Version
Free Trial

Pricing

$135.00/year
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.8 / 5
design 4.6 / 5
support 5.0 / 5

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:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Integrated Accounting Solutions
Founded: 1999
United States
www.iasolutions.info/

Company Information

Zachary Systems
www.zacharysystems.com/ZSI_eZ_Acount_Import.aspx

Alternatives

Alternatives

MORSERVw

MORSERVw

Butler & Associates
ProperSoft

ProperSoft

ProperSoft Inc.
LoanShark

LoanShark

Data Designs

Categories

Categories

Loan Servicing Features

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Integrations

QuickBooks Online
Microsoft 365
Microsoft Access
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise

Integrations

QuickBooks Online
Microsoft 365
Microsoft Access
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
Claim LoanAssistant and update features and information
Claim LoanAssistant and update features and information
Claim eZ Account Import and update features and information
Claim eZ Account Import and update features and information