Read-only import
Transaction list
Amazon Marketplace, receipt needed
Delta Air Lines, purpose needed
Home Depot, category context needed
Pre-launch controlled access for bookkeeping firms using QuickBooks Online
Collect explanations and receipts for uncategorized QuickBooks Online transactions.
ClarifyBooks gives bookkeeping firms a focused workflow to import uncategorized QBO transactions in read-only mode, send secure client links, automate reminders, review answers and receipts, and export review-ready results as CSV. No write-back to QuickBooks. No AI categorization.
Built for transaction clarification. Not practice management.
April uncategorized queue
Illustrative sample, no client data
Apr 04Amazon MarketplaceNeed receipt$84.16
Apr 09Delta Air LinesNeed purpose$412.20
Apr 18Home DepotNeed context$138.77
Client answers and receipts return to review. Final posting stays in the bookkeeping workflow.
Read-only QBO import
Secure client links
Automated reminders
Review queue
CSV export
Problem
Still handling uncategorized transaction follow-up in email and spreadsheets?
Solution
ClarifyBooks keeps transaction questions, client explanations, receipt uploads, reminders, and review status in one focused workflow.
What ClarifyBooks does
- import uncategorized QBO transactions
- collect explanations and receipts
- send reminders
- queue responses for review
- export CSV
What ClarifyBooks does not do
- write back to QuickBooks
- auto-categorize with AI
- replace practice management
- require client QuickBooks access
Illustrative UI
Focused screens for the clarification loop.
These cards show the intended interface shape without fake analytics, fake customer data, real tokens, logos, ratings, or sensitive screenshots.
Secure client link
Client request
Fuel purchase for the service van.
receipt-fuel-0426.pdf uploaded
Billable to the Johnson job.
Illustrative sample responses only. No real client data or tokens.
Review before export
Review queue
Answered
Needs follow-up
Ready for CSV
FAQ
Plain boundaries before access.
Does ClarifyBooks write back to QuickBooks?
No. QBO import is read-only. ClarifyBooks does not update QBO transactions, attach receipts to QBO, create QBO records, or write categories back.
Do clients need QuickBooks access?
No. Clients answer through secure ClarifyBooks links. The bookkeeper controls what is sent and reviews responses before export.
Who is ClarifyBooks for?
Bookkeeping firms using QuickBooks Online that need a focused way to collect explanations and receipts for uncategorized transactions.
What happens after review?
The bookkeeper exports clean CSV results and continues final posting in the existing bookkeeping workflow.
Is this a practice-management platform?
No. ClarifyBooks is a clarification layer for transaction follow-up, not a CRM, client portal suite, task manager, or month-end close platform.
Is ClarifyBooks publicly available?
No. ClarifyBooks is in pre-launch controlled access. Signup is gated, request access is the only public conversion path, and real client data is not accepted until production safeguards are upgraded.
Controlled founding-firm access
Request access when your firm is ready to review the fit.
Access is not self-serve. Founding-firm requests are reviewed manually, and approved firms still need an invite code or manual setup before a workspace exists. Do not submit real client data, receipt links, QBO tokens, or bank credentials.