QBuddy 2.26.10 · October 2026

Here's what's new in QBuddy

This update is for the first month with a new client, the slowest month QBuddy ever has. QBuddy now suggests the rules for you, takes a second look at the rules you already have, and sets up a new client's chart. You stay in charge: nothing changes until you say so.

New

Smart Categorize

Rules that write themselves. You still sign off.

Open a statement and click Smart Categorize. QBuddy groups the lines that have no rule by payee and suggests the account for each one: your firm's own choices first, then how businesses like this client usually categorize that payee, then AI for the rest. Tick the ones you like, click once, and each becomes a rule. Next month those lines are already blue.

The whole story of Smart Categorize
Where to find it

On Review Transactions, click the blue Smart Categorize button. Its number counts the lines with no rule yet.

The blue Smart Categorize button on Review Transactions, with the count 24
The First Month: a new client's first statement, with Smart Categorize. One minute, with sound. Sample firm, invented data.
  • Your firm firstYour own rules come first, then common practice, then AI.
  • You see whyEvery suggestion shows where it came from, how sure it is and the reason.
  • Undo in one clickNothing changes until you apply. The History tab of the Rules window undoes a whole session.

Your client's name, account numbers and your firm's name never leave QBuddy. What is sent is used to answer, never to train AI.

Second Opinion

A second look at the rules you already have.

QBuddy puts each rule this client already has beside what common practice and AI suggest, the ones that differ first. The rule that sent Shell Oil to Meals and Entertainment for years finally gets caught. Change only the ones you choose.

Where to find it

On Review Transactions, right click the list and choose Second opinion on the rules.

Two rules changed, eighteen left as they were, and Undo all of this if you change your mind. Sample firm, invented data.

Industries and Smart Start

Tell QBuddy what a client does. Once.

Suggestions follow the industry: a landscaper's SiteOne is materials, a restaurant's Sysco is food cost. Smart Start proposes the accounts that kind of business usually has and the client's chart is missing, each with why. Tick them and they are created in QuickBooks.

Where to find it

On the client's page in QBuddy Clients, next to Industry: Change, Smart Start and All clients.

On the client page of a sample client: INDUSTRY Restaurant, with the Change, Smart Start and All clients links
Seven accounts a restaurant usually has and this chart does not. Untick one, create six. Sample client, invented data.

Advanced rules and Copy rules

When a keyword is not enough.

Advanced rules

Rules that look at more than a keyword: the amount, money in or out, the bank account, or a check. What fails the test can go to another account, and one transaction can be split across accounts.

Example
Whenthe description contains SHELL OIL
Ifthe amount is more than 150
ThenRepairs and maintenance
OtherwiseGas and fuel
Where to find it

In the Rules window, click + New advanced rule beside the search box, or + Add a condition in the quick rule panel of Review Transactions.

Copy rules

Give a client the rules of another client of your firm in one step: a new location, a sister company, or a client just like one you already have.

Example
HARBOR STREET BAKERYACME
  • Every account matched to this client's chart: the same name, a near name, or your pick
  • A keyword this client already has is left out, never doubled
  • One session in the History tab: one click undoes it
Where to find it

In the Rules window, click Copy from a client, beside Refresh.

Smoother screens

Small things you will notice every day.

  • Review Transactions opens, and comes back from minimized, without flickering.
  • Money going out is shown in red.
  • Every list shows the account type next to the account.
Where to find it

Everywhere. Nothing to turn on.

Money out in red, lines with a rule in blue, four left for a person. Sample firm, invented data.
QBuddy Academy

Learn it in a few minutes

QBuddy Academy has a new level that walks you through Smart Categorize step by step, in English, Portuguese and Spanish.

Open QBuddy Academy
QBuddy, the bookkeeping robot, in a graduation cap beside the QBuddy dashboard

You can open this page again any time: right click the QBuddy dock and choose What's new in QBuddy.

See it on your own statements.

Book a 15-minute demo and watch QBuddy work on QuickBooks Online or any Windows Desktop version, with your messiest statement.