IAC-EZ performs best if used in either Internet Explorer or FireFox. Using other browsers is not recommended at this time. (Hey, we’d love it if we could work everywhere but we’d rather spend our effort creating great features that most of our users will find helpful. Someday, we’ll see about getting on board with other browsers but there are only 24 hours in a day).
New Deposit accounts can be added under your Chart of Accounts Tab.
Step one: Go down to the Reconcile Deposit Accounts, and on that page click the Add New Account button.
Step two… oh. There’s only one step. Yes, it’s that EZ!
Yes. It’s so EZ! Just go to the Import/Export tab to download as a CSV.
If you are having a problem uploading a CSV file, be sure to check that you have a single row of headers. Many downloads have four or five lines of description on the top and that will not work. For a sample of the format to use, use the “download sample CSV file” link on the import/export page. If you continue to have problems please let us know at support@iacez.com and we will be happy to help you.