How was this categorized last time?

See how it was actually recorded before. Highlight a memo in Bank Feeds, click Search QBO, and get every matching transaction with its account. Pick one, click Category, and it's filled in for you. No reports, no opening old transactions, no AI.

For QuickBooks Online in Google Chrome. Plans from $7/month. Getting started

Illustration. A cryptic bank memo, matched to how it was recorded before. Click a result to fill in its account.

How it works

No exporting, no reports, no second tab.

1

Select the memo

In Bank Feeds, highlight any part of a transaction's description or memo. A Search QBO button appears right next to it.

2

See the history

BankFeedSearch searches the company's posted expenses, checks and card charges going back up to three years, and shows the most recent matches, with date, payee, amount and account.

3

Categorize it the same way

Click a result to copy its account, then click the transaction's Category field. The account is filled in for you.

Evidence, not guesses

The answer comes from the client's own books, and you can see exactly where it came from.

Searches what the bank said

You search the bank memo itself, using whatever part you highlight. It doesn't depend on the vendor QuickBooks assigned, so a landlord whose memo reads "SOUTHWEST AI…" isn't mistaken for an airline.

The client's actual history

Every matching posted transaction, going back up to three years, with the date, payee, amount, account and memo side by side, so one-off exceptions stand out.

No AI

Nothing is predicted or guessed: every result is a real transaction from the client's books. And your clients' data is never used to train anything.

QuickBooks may suggest a category. BankFeedSearch shows you the history to check it against.

Built for the people who live in Bank Feeds

Bookkeepers, accountants and business owners who categorize the same vendors month after month, and need to stay consistent with how it was done before, even when someone else did it.

Every client file

Connect as many QuickBooks companies as your plan allows, and BankFeedSearch searches whichever one you have open.

Share with your team

Team and Firm plans let you invite staff. Everyone searches the same connected companies under one subscription.

Read-only and private

BankFeedSearch only reads transactions to show you matches. It never changes anything in QuickBooks, and it doesn't keep your transactions. Privacy policy.

Simple pricing

Every plan starts with a free 14-day trial. No credit card required.

Pick your plan in the extension after installing. A "company file" is one QuickBooks Online company connected to your account. Prices in US dollars, before applicable sales tax.

Questions

What does BankFeedSearch search?

The memo on posted expenses, checks and credit card charges in the QuickBooks Online company you have open, going back up to three years. It shows the 20 most recent matches, with date, payee, amount, account and memo.

How is this different from QuickBooks' categorization history?

QuickBooks groups its history by the vendor it assigns to the bank line. If it picks the wrong vendor (reading a memo like "SOUTHWEST AI…" as an airline when it's really the landlord), you see history for the wrong vendor. And different kinds of charges from one vendor, like Amazon Web Services and Amazon Marketplace orders, get lumped together. BankFeedSearch searches the bank memo itself, using whatever part you highlight, and shows every posted transaction that actually matches, going back up to three years, with the account each one went to.

Does BankFeedSearch use AI?

No. It searches the client's own posted transactions for the memo text you highlight and shows exactly what's there. Nothing is predicted, and your clients' data is never used to train anything.

Does it change anything in my QuickBooks?

No. BankFeedSearch only reads transactions. When you click a result, it copies the account name and fills it into the Category field you click, the same as if you had typed it; you still decide whether to save the transaction.

How do I connect a QuickBooks company?

The first time you search a company, BankFeedSearch opens Intuit's sign-in window so you can approve the connection. You can also connect from the extension's popup. You can disconnect a company at any time.

Do I need a credit card for the free trial?

No. Start your 14-day trial without one. To keep your plan after the trial, add a card before it ends. If you don't, the plan simply stops and you pay nothing.

How do Team and Firm plans work?

The account owner subscribes and invites teammates by email from the extension. Everyone on the account shares the plan and its connected companies. Team includes 2 users and Firm includes 3; you can add more at any time.

Can I change plans or cancel?

Yes. Change your plan, billing period or number of users from the extension's popup, and manage your card, invoices or cancellation from Manage billing. A cancellation takes effect at the end of the period you've paid for.

Which browsers are supported?

Google Chrome on Windows, Mac and ChromeOS. Other browsers that can install Chrome Web Store extensions may work, but we test on Chrome.

How do I get help?

Email support@bankfeedsearch.com.