Bring in the statements
Connect QuickBooks Online and upload your bank and card statements. Books, as it’s called in the app, reads both.
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At month-end, the bank account, the credit card and QuickBooks never agree. Your bookkeeper can’t tell which job a charge belongs to. Frametry matches each charge to a job, cost code and vendor, and you only look at the ones it isn’t sure about.
In beta for workspaces that opt in. Needs the QuickBooks Online sync.
Connect QuickBooks Online and upload your bank and card statements. Books, as it’s called in the app, reads both.
Each transaction is matched to a job, cost code and vendor, using rules learned from your past choices.
Review cards show each match. Accept it, or correct it. Your corrections shape the next match.
The result goes into QuickBooks. If you change your mind, undo it.
A tax view groups what your accountant will ask for. Closing the month produces a package: the reconciled ledger, open questions and attachments.
Try Frametry free, then see how Bookkeeping fits with the rest of the job.