Open Banking | Bank Connections
Get the full picture of your business finances
Connect your banks and credit cards to QuickZeros for a complete, real-time view of all your finances and cash flow. Save time with reliable data that shows you where you stand.
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Get bank data into QuickZeros with bank feeds
Connect your bank to QuickZeros to set up bank feeds so your bank transactions flow into QuickZeros automatically.
Export bank data for upload into QuickZeros
If your bank doesn’t yet offer direct bank feeds, you can easily download and import transactions.
Get an up-to-date financial picture
Reconcile new bank transactions regularly so you always have an accurate up-to-date view of your finances.
Keep your data safe and secure
Bank transactions feed into QuickZeros via a secure, encrypted connection sol you know your data is protected.
Get bank data into QuickZeros with bank feeds
Depending on your bank, you can feed transactions into QuickZeros via direct bank feeds. With automated bank feeds, transactions flow directly into QuickZeros from your bank accounts on a regular basis.
- ✓ Set up feeds from multiple banks
- ✓ Get feeds from any number of bank accounts
- ✓ Import up to 12 months of historical data when you first connect
Export bank data for upload into QuickZeros
If your bank doesn’t offer direct bank feeds to QuickZeros, it’s still quick and easy to get your data into QuickZeros. And if you’re importing transactions from a CSV file you can review and amend the file from within QuickZeros before you import.
- ✓ Export bank data from your online banking in OFX, QIF, QBO, QFX or CSV format, then upload it to QuickZeros
- ✓ QuickZeros checks for and excludes duplicate transactions
Get an up-to-date financial picture
Once your bank data is in QuickZeros, you can quickly and easily reconcile transactions so you have an accurate, complete and up-to-date picture of the money coming in and going out.
- ✓ QuickZeros makes intelligent suggestions for matching transactions based on past experience
- ✓ You can set up bank rules for common transactions
- ✓ Once transactions are reconciled, the QuickZeros dashboard displays an up-to-date view of your business finances
Keep your data safe and secure
A secure, encrypted connection is used to feed bank transactions into QuickZeros, so your data can’t be read until it’s in QuickZeros. Once in QuickZeros, your data is protected by multiple layers of security.
- ✓ With bank feeds, transactions are shared only between your bank, QuickZeros, and any other disclosed third party
- ✓ QuickZeros cannot make payments or move money from your accounts through your bank feed connection
- ✓ Only people you give access to can see your transactions in QuickZeros