BankFeedSearch

Search posted QuickBooks Online transactions by memo from Bank Feeds

Stop guessing how a bank transaction was categorized last time. Your bank feed says "SQ *BYU MECH 4471 HOUSTON TX". Who is that, and where did it go last month? Or even last year? BankFeedSearch answers that without leaving Bank Feeds. Highlight the memo, click Search QBO, and see every posted transaction with a matching memo: the date, the payee, the amount, and the account it was categorized to. Click a result, click the Category field, and the account is filled in for you. HOW IT WORKS 1. In QuickBooks Online Bank Feeds, highlight any part of a transaction's memo. 2. Click the Search QBO button that appears beside it. 3. Review the matches, going back up to three years, then click one to fill its account into the transaction you're categorizing. WHY IT HELPS • Searches what the bank actually said, not the vendor QuickBooks guessed, so a landlord whose memo reads "SOUTHWEST AI…" isn't mistaken for an airline • Make sense of cryptic bank memos by seeing how the same charge was recorded before • Stay consistent month after month, even when someone else did the categorizing last time • No reports, no exports, no second browser tab; it works right where you categorize • Works with every QuickBooks Online company you connect, and searches whichever one you have open • No AI: every result is a real transaction from the client's books. Nothing is predicted or guessed. WHETHER YOU KEEP YOUR OWN BOOKS OR KEEP THEM FOR CLIENTS • Doing your own books? The Solo plan covers one person and one company. • Working with a bookkeeper? The Team plan lets you both search the same company. • Accountants and bookkeepers with many clients: Pro and Firm plans connect unlimited companies, and Firm lets you invite your staff. • The account owner manages plans, users, and billing from the extension. PRIVATE AND READ-ONLY • BankFeedSearch only reads transactions to answer your searches. It never changes anything in QuickBooks. • Your transactions and search results are not stored. • You approve each QuickBooks connection on Intuit's own sign-in page, and can disconnect at any time. • We never sell your data, market to your clients, or use your data to train AI. PLANS Solo, Team, Pro, and Firm plans, billed monthly or annually, from $7 per month. Every plan starts with a 14-day free trial. Details: https://bankfeedsearch.com/#pricing WHAT YOU NEED • A QuickBooks Online subscription • Google Chrome • A BankFeedSearch account, which you create from the extension in under a minute Questions? support@bankfeedsearch.com QuickBooks and QuickBooks Online are trademarks of Intuit Inc. BankFeedSearch is an independent product and is not affiliated with, sponsored by, or endorsed by Intuit.