📂
Drop your QBO export here
Export from QuickBooks Online: Reports → Transaction List by Date → Export to CSV
or load the sample file →
Total
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OK
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Miscategorized
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Uncategorized
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Anomalies
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1099 Candidates
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Transaction Audit
| Date | Vendor / Memo | Amount | QBO Category | AI Finding | Status | Severity |
|---|
📊 Profit & Loss Summary
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⚠ 1099 Watch List
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🏦 Bank Reconciliation
Upload your bank statement CSV to reconcile against QBO transactions.
Reviewer Sign-off
Review the findings above before generating the client report. Your name will be stamped on the report.
✉ Draft Client Follow-Up Email
Generating email…