For bookkeepers
Drop in the QuickBooks For review export. PostWise suggests an account for every row, catches transfers between the client's accounts, and asks you only about the few it can't be sure of.
🔒 Bank files are read in your browser and never uploaded. Only your rules are saved.
Drop the bank CSV here
QuickBooks Banking → For review export, or a CSV straight from the bank.
🔒 The file is read in your browser. It is never uploaded.
| Date | Description & note | Amount | Type | Account | Confidence | Approved |
|---|
Nothing here. 🎉
The most important list. A transfer that mentions one of these numbers posts to the account you set here, with High confidence.
When you change a suggestion, the payee's words are saved here. A description that starts with these words gets your account next time.
Checked top to bottom after transfers and learned fixes; the first match wins. Keywords are whole words, any case. End one with * to match the start of a word (pizz* matches Pizzeria). In a question you can use {name} and {match}.
The account names offered as you type. Use the names from this client's QuickBooks, one per line.
The rules file works with cli/postwise.py too. Export it, run the script, and import it back to keep both in step.
Words that mark a row as a transfer between accounts. Comma separated.
Removes this client's accounts, rules and learned fixes.