Automated QuickBooks Transaction Review
Every Monday, WebRun opens QuickBooks, pulls every bank transaction still sitting in the For Review or Uncategorized bucket, writes each one into a Google Sheet with a suggested category based on your own history, and emails you the short list that needs a human decision.
How do I clear uncategorized transactions in QuickBooks each week?
WebRun opens QuickBooks every Monday, collects every transaction still sitting uncategorized or in For Review, and writes each one into a Google Sheet with a category suggested from your own coding history. It then emails you the items that need a human decision, so month end never starts with a backlog.
- The For Review pile is visible every Monday, not at month end
- Repeat payees arrive pre-suggested from your own history
- Your ledger is never changed without you approving it
Built for small business owners · bookkeepers · accounting firms · finance managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.qbo.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks - find uncategorized transactions
qbo.intuit.com
WebRun opens QuickBooks to find uncategorized transactions. - Open QuickBooks and go to the Transactions area
- Capture every item still in For Review or coded to Uncategorized Expense or Uncategorized Income
- Note the date, payee, amount, and bank account for each
- Read only. Never accept, categorize, or match a transaction inside QuickBooks
Done when Every uncategorized transaction has been listed with its payee and amount.
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2
Google Sheets - build the review sheet
google.com
WebRun opens Google Sheets to build the review sheet. - Open your Bookkeeping Review sheet in Google Sheets
- Add one row per transaction with date, payee, amount, and account
- Add a Suggested Category column filled from how you coded the same payee before
- Leave a blank Decision column for you to fill
Done when The sheet holds every open transaction with a suggested category.
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3
Gmail - email you what needs a decision
gmail.com
WebRun opens Gmail to email you what needs a decision. - Draft an email to yourself with the count, the total value, and the oldest open item
- List the transactions with no confident suggestion so you can decide those first
- Link the sheet and send to your own address only
Done when You have this week's review list and the sheet link in your inbox.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it categorize transactions in QuickBooks for me?
No. WebRun reads QuickBooks and writes its suggestions into a Google Sheet only. Nothing is accepted, matched, or posted to your books until you do it yourself, so your ledger never moves without a human.
Where do the suggested categories come from?
From your own coding history. WebRun looks at how the same payee was categorized before and copies that as a suggestion. Payees it has never seen are marked blank so you decide.
What if the same transaction is still open next week?
It carries forward and is flagged with its age, so long-stale items rise to the top of the email rather than quietly repeating in the sheet.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.