QuickTool for QBO
Automate categorisation without disturbing the QuickBooks canvas.
The Wesley QuickTool extension slips into QuickBooks and brings Wesley AI alongside every bank transaction so you can review faster without leaving the page.
The Wesley QuickTool extension slips into QuickBooks Online with a floating notch and keeps the native workspace intact. It captures each transaction in context, consults Wesley AI for the right category, and stays transparent about every decision along the way.
Pinned command notch
A slim notch lives on the right edge of QuickBooks Online. One click re-opens the panel and the main UI slides just enough that bookkeepers never lose their place.
Deep navigation palette
Type to jump to 200+ QuickBooks workspaces. Popular destinations—from Banking and Reconcile to Batch tools—surface instantly without memorising URLs.
Confidence-aware categorisation
The extension listens to QuickBooks’ own suggestions, routes them through Wesley AI, and auto-fills the best category only when the signal is strong.
Inline safety cues
If the recommendation needs a human check, the row shows a subtle “review before posting” banner instead of guessing in the dark.
How the auto-categorisation loop works
1 · Understand each transaction
The extension watches the banking table in real time, pulling in the merchant name, memo, and amount exactly as QuickBooks displays them.
2 · Let Wesley AI decide
Our model blends those live hints with your chart of accounts and past behaviour to recommend the category that keeps your books audit-ready.
3 · Act when it’s certain
High-confidence matches go straight into the QuickBooks quickfill. Anything uncertain is highlighted for a quick manual confirmation.
Outcome: cleaner books with instant in-line feedback.
Full bank description
See the original bank feed description and memo inline on every row—no drawers, no extra clicks.
Memo research in one click
Open a tailored Google search like “QuickBooks category for {vendor}” right beside the Memo field when you need extra context.
Remembered preferences
The sidebar knows if you prefer it open or collapsed and keeps that state across sessions for every bookkeeper on the team.
Install once. Bookkeep faster forever.
Add the Chrome extension, pin the notch, and start reviewing transactions with Wesley AI at your side. No new tabs, no juggling spreadsheets—just faster month-end close.