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dfisher3
October 1, 2024
Question

Has anyone found an AI programs where you can upload statements in QBO and it reconciles accounts for you?

  • October 1, 2024
  • 1 reply
  • 0 views
I've seen Docuclipper that converts statements into QBO documents. I'm looking for something that also matches the transactions and only leaves the errors or missing transactions to resolve. Is this "pie in the sky"?

1 reply

C
CarlSJ
October 1, 2024

Let me help you find a third-party application that accepts statements from QBO and reconciles accounts for you, @dfisher3.  

 

We can find a third-party app within QBO that can match your transactions and only leave the error or missing transactions for you to resolve and then seamlessly integrate it with QuickBooks:

 

  1. Sign in to your QBO account.
  2. Go to the Apps tab and select Find Apps.



  3. Search for an app that fits your needs.
  4. Follow the on-screen procedures to connect it with QuickBooks.

 

Also, you can utilize the QuickBooks App Store to find a third-party app.

 

Additionally, if you need to switch to another app, you can have the option to transfer app ownership or disconnect the app.

 

I've got your back for any other questions about finding a third-party app that reconciles your accounts. Have a productive day.

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