Auto Categorise

Quit making a new rule for every recurring transaction

Auto Categorise Feature
STEP 1

Import all uncategorized transactions from QuickBooks instantly

Step 1: Import all uncategorized transactions from QuickBooks instantly
STEP 2

Categorize them into General Ledger accounts

Step 2: Categorize them into General Ledger accounts
STEP 3

Get suggestions for flagged transactions

Step 3: Get suggestions for flagged transactions
STEP 4

Improve future responses by reclassifying into correct GL

Step 4: Improve future responses by reclassifying into correct GL
STEP 5

Satisfied with the categorizations? Send them back to QuickBooks

Step 5: Satisfied with the categorizations? Send them back to QuickBooks

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