Templates / Bookkeeping
Categorize this bill (QuickBooks)
Send the client one transaction with a chart-of-accounts dropdown. They categorize, you book.
Works with: QuickBooks
Why use this template
Bookkeepers chase clients for transaction categorization week after week — and the back-and-forth eats the margin on a fixed-fee engagement. A row-scoped link per uncategorized purchase, with the chart of accounts as a dropdown, lets the client pick 'Office Supplies' in 10 seconds and submit. The QuickBooks purchase updates with correct SyncToken handling on submit.
Read-only context
What the recipient sees but cannot change. Provides context without exposing edit-side data.
Vendor
Amazon Business
Date
May 18, 2026
Amount
$147.32
Memo (raw)
AMZN MKTP US*RT4G5 SEATTLE WA
Editable fields
What the recipient changes. Submission writes back to your database through the official API.
Account · select
Office Supplies / Software / Travel / Meals / ...
Class (optional) · select(optional)
Client / Project / Internal
Client memo · longText(optional)
Replacement office chair for the new hire.
When to use it
You handle bookkeeping for 5+ clients and uncategorized-transaction follow-ups eat ≥2 hours per week.
When not to
Your client books their own; you only review at month-end.
Start with the template. Send the first link today.
Free during the founding beta. No card. No recipient seats ever. Field-level access controls and audit log on by default.