Tired of spending countless hours manually sorting and classifying transactions in QuickBooks Online?

Wesley has introduced a powerful solution: QuickTool for QuickBooks Online.

This tool promises to revolutionize your workflow by learning your chart of accounts and automatically filing routine rows as they land, only tapping you when true judgment is needed.

With results showing 70% of transactions being auto-categorized in the demo, and over 5,000 transactions already filed, QuickTool is designed to give you back valuable time.

See How QuickTool Clears Your Queue

QuickTool operates using an intelligent, four-step process to learn the context of your business and apply past categorization decisions:

Step 1: Learn the business

Before QuickTool touches a single transaction, it absorbs the context it needs. You share information such as what the business sells and the specific tax treatments you care about.

Step 2: Replay your past categorisations

QuickTool studies previous approvals and reviews the chart of accounts. This ensures that the "muscle memory" developed from your last close is utilized to power the next one.

Step 3: Ask when context is missing

QuickTool sweeps the banking queue and flags any rows that still require confirmation. It then prompts you for the missing details right where you are working.

Step 4: Auto-categorise with confidence

Once QuickTool has the necessary answers, it automatically finalizes categories. This means that whether you manage one account or many, you are primarily approving decisions rather than needing to retype them.

Check the demo video!

Stay in Control, Work in the Background

QuickBooks Online makes you do the work, QuickTool does it for you!

One of the greatest benefits of QuickTool is its ability to categorize in the background. You can leave QuickBooks running in another tab—your "notch" stays pinned, and QuickTool continues classifying transactions.

Despite this high level of automation, you remain completely in control. QuickTool features a categorisation log that you can check anytime. This log tracks every single automated decision, allowing you to see the specific category assigned, the approver, and any notes at a glance.

Ready to try the workflow you just saw? Install QuickTool, pin the notch, and let the same powerful categorization loop used in the demos clear today’s banking queue inside QuickBooks Online.

Get QuickTool for QuickBooks Online today!