LedgerSort pulls uncategorized transactions from a client's QuickBooks file, suggests a category from that client's own chart of accounts, and tells you why. Nothing is written back until you say so.
Connect a client file, work through the suggestions, ask about the ones you can't place, then save everything back to QuickBooks in one step.
Each transaction gets a category from the client's chart of accounts, a confidence score, and a short explanation you can check in seconds.
Select the rows that belong together and set category, payee and memo across all of them, or apply the suggestions across a selection.
Send a link with the transactions you can't place. The client answers or uploads a receipt, and the reply comes back next to the line it's about.
Changes stay in LedgerSort while you review. When you're done, Save Updates writes the approved ones to QuickBooks together.
The transactions you can't place shouldn't turn into a long email thread. Send one link and keep the answers with the books.
These are built and in testing now. Each one turns on for beta accounts once it's ready.
Upload a CSV or Excel file of expenses, bills, invoices, sales receipts or deposits. Map the columns, fix rows in an editable grid, and check for duplicates before anything posts to QuickBooks.
Record a payout as one bank deposit that links the sales receipts waiting in Undeposited Funds, by receipt number, with processor fees on their own line.
See the Profit & Loss and Balance Sheet under the review queue, with big month-over-month swings flagged. Open an account to see its payees and fix a category from there.
See each vendor's spend by account over three months, so the one Staples charge that landed in Meals stands out before the client asks.
Every feature is open during the public beta. These are the list prices once paid plans start.
For independent bookkeepers with a handful of clients.
List price after beta
Start free on SoloFor accounting firms running QuickBooks work at volume.
List price after beta
Start free on FirmCancel anytime. Your data stays in QuickBooks either way.
Email us and we'll answer.
info@ledgersort.comNo. LedgerSort suggests a category. Nothing is written to QuickBooks Online until you approve it and click Save Updates.
Bookkeepers and accounting firms working in QuickBooks Online who need a review queue for uncategorized transactions.
From the client's own chart of accounts. LedgerSort only suggests accounts that already exist in that QuickBooks file, and each suggestion comes with a short reason and a confidence score.
No. They open the link you send, answer in the browser and can upload a receipt. Their replies show up on the transaction they're about.
Yes. Invite people into your workspace, then remove access to any company for any person.
The uncategorized backlog gets cleared in one pass, with the questions for the client sent from the same place, so less rework is left for the end of the month.
No. The books stay in QuickBooks Online. LedgerSort is a review layer on top of the client file, not a second ledger.
Connect a QuickBooks file and review your first batch of uncategorized transactions today. Free during the beta.