Auto-select payees & categories
Fill in From/To and Category for every pending line at once, using your history, your evidence and AI.
Coding bank lines one at a time is the slowest part of bookkeeping. Auto-select fills in the supplier (or customer) and the category for every pending line that's missing them. It works the way an accountant would.
How it decides
For the payee (From/To), in this order:
- A name in the bank description, read according to the payment type (ACH, wire, Zelle, card…).
- A name in your evidence: a check image, deposit details or a statement.
- Your earlier choice for that same name.
- An exact or close match in your QuickBooks Suppliers and Customers.
- For money received, an open invoice for that amount.
For the category, in this order:
- The account you use most often for that payee in QuickBooks.
- A recurring monthly charge of the same amount.
- AI: the memo and keywords, then a web search on the vendor, read against your client's business.
- Otherwise Uncategorized or Ask My Accountant, for you to decide.
Auto-select never overwrites you
It only fills empty fields, and only picks suppliers, customers and accounts that already exist in QuickBooks. Anything you've chosen stays as it is. Every suggestion is yours to change before posting.
Describe the business
Above the Pending table, fill in Client's business in a few words, such as restaurant, construction company or dental clinic. The AI uses it to choose categories that make sense for this company. It's saved for the workspace.
Add evidence
Evidence helps when a bank description doesn't say who was paid, like CHECK 1042 or MOBILE DEPOSIT. Add:
- check images
- deposit details
- Wise or payment-processor statements
- receipts
Drag them onto the Evidence box above the Pending table, or click Attach files. Use an image, PDF, .xlsx, .csv or .txt file. Databookly reads each file and links its rows to bank lines by check number, or by amount and date.
Open a file to see what was read. Correct anything that's wrong; changes are saved when you leave the cell, and the next auto-select uses them. Read again with AI re-reads the file from scratch and replaces its rows, including ones you edited.
Run it
Click Auto-select supplier & category. The number in brackets is how many lines are still missing something. When it finishes, review the filled-in columns. Then post them.