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.
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 CategorizeOn Review Transactions, click the blue Smart Categorize button. Its number counts the lines with no rule yet.
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.
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.
On Review Transactions, right click the list and choose Second opinion on the rules.
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.
On the client's page in QBuddy Clients, next to Industry: Change, Smart Start and All clients.
When a keyword is not enough.
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.
SHELL OILIn the Rules window, click + New advanced rule beside the search box, or + Add a condition in the quick rule panel of Review Transactions.
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.
In the Rules window, click Copy from a client, beside Refresh.
Small things you will notice every day.
Everywhere. Nothing to turn on.
QBuddy Academy has a new level that walks you through Smart Categorize step by step, in English, Portuguese and Spanish.
Open QBuddy Academy
You can open this page again any time: right click the QBuddy dock and choose What's new in QBuddy.
Book a 15-minute demo and watch QBuddy work on QuickBooks Online or any Windows Desktop version, with your messiest statement.
