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QuickTool for QuickBooks Online

Auto-categorise your QuickBooks.

QuickTool learns your chart, files the routine rows as they land, and only taps you when judgement is needed.

  • 70% auto-categorised.
  • 5,000+ transactions filed.
  • Categorising in background.
QuickTool automatically finalising transaction categories inside QuickBooks Online.
Demo capture

See how QuickTool works.

These clips show it learning the business, replaying past judgement calls, filling the gaps, and closing the queue for you in QuickBooks Online.

Step 1

Learn the business

Share what the business sells, the tax treatments you care about, and QuickTool absorbs the context it needs before touching a single transaction.

QuickTool capturing business profile details before categorising transactions.
Step 2

Replay your past categorisations

QuickTool studies previous approvals and the chart of accounts so the muscle memory from your last close powers the next one.

QuickTool reviewing historic QuickBooks transactions to learn categorisation patterns.
Step 3

Ask when context is missing

It sweeps the banking queue, flags the rows that still need confirmation, and prompts for the missing detail right where you are.

QuickTool requesting extra context for transactions that need clarification.
Step 4

Auto-categorise with confidence

Once it has the answers, QuickTool finalises categories automatically so you approve rather than retype—no matter how many accounts you manage.

QuickTool automatically finalising transaction categories inside QuickBooks Online.

Stay in control

Check the categorisation log anytime.

QuickTool logs every automated decision so you can spot the category, approver, and notes at a glance.

Leave QuickBooks in another tab—your notch stays pinned and QuickTool keeps classifying in the background.

Categorisation log showing recent QuickTool activity.

Ready to try the workflow you just saw?

Install QuickTool, pin the notch, and let the same categorisation loop from the demos clear today’s banking queue inside QuickBooks Online.