“Excelled People For Excellent Services”
Integrations · Your ledger
Excello brings QuickBooks automation tools and accountants to the QuickBooks file you already use: transactions are matched daily, categories are reviewed every week or every business day, and the month is closed within five business days as standard.
Your chart of accounts, history and admin login stay in your own QuickBooks, with Gusto, Rippling, Deel, Stripe and your other tools connected.
Nothing to migrate. Nothing to export if you leave.
Inside QuickBooks
QuickBooks includes a good set of QuickBooks automation tools before you add anything else. Intuit groups its newer QuickBooks AI features under Intuit AI, including an accounting agent and the Intuit Assist assistant.
| Tool | What it does | Worth knowing |
|---|---|---|
| Bank rules | Categorize repeat transactions the same way every time | Set up by you, applied as feed transactions arrive |
| AI match and category suggestions | Suggest a match or category for each bank transaction, based on your history | Shown on the bank transactions page for you to confirm |
| Accounting AI agent | Categorizes transactions and learns from your corrections | Part of Intuit AI; availability varies by plan and region |
| Intuit Assist | An AI assistant inside QuickBooks that helps with tasks and requests | Part of Intuit AI |
| Recurring transactions | Repeat invoices, bills or journal entries on a schedule | Set up once per transaction |
| Receipt capture | Snap receipts in the mobile app and match them to transactions | Included in QuickBooks Online |
Source: Intuit QuickBooks help articles on AI suggestions and Accounting AI features, checked September 2026
Step by step
Categorizing transactions in QuickBooks takes six steps. Screen names vary a little by version, but the order is the same.
Transactions from connected bank and card accounts wait there for review.
Check the payee, amount and date against what you know about the purchase.
If QuickBooks found a matching invoice or bill, match it. Otherwise confirm or change the category.
One payment for software and hardware, for example, belongs in two accounts.
It moves into your books and out of the review list.
A rule handles the same payee the same way next time.
Four steps
Step 01
Bank feeds come through QuickBooks, alongside payroll, payment, card and store tools. Every connection is checked daily.
Step 02
Transactions are matched daily. Accountants review the categories every week or every business day and correct anything wrong.
Step 03
At month-end, every bank and card account in QuickBooks is agreed to its statement.
Step 04
Adjustments are posted and the month closed within five business days as standard, with statements delivered.
Connected
Two common questions
Depreciation
QuickBooks records depreciation as a journal entry, and some plans add fixed asset tracking. Businesses with many assets often keep a separate schedule, which is where depreciation software for QuickBooks comes in.
Excello checks your depreciation schedules and records depreciation at every close, so no extra tool is needed.
API pricing
QuickBooks API pricing arrived in 2025 with Intuit's App Partner Program. Data-in calls, such as creating invoices or bills, are free. Data-out calls above a free monthly allowance are charged to the app developer.
For a business, it mainly shows up in what connected apps charge. Excello's automation needs no extra software.
Source for API pricing: Intuit Developer, API classification for the Intuit App Partner Program, checked September 2026
Nothing to migrate
QuickBooks automation tools are the features and connected apps that record, match and categorize transactions with little manual entry. Examples include bank rules, AI suggestions and recurring entries, and Excello pairs automation with accountants who review and close your books.
Yes. QuickBooks Online includes AI features that suggest matches and categories for bank transactions, an accounting agent that learns from your corrections, and the Intuit Assist assistant. Availability varies by plan and region.
Open the bank transactions page, review each transaction, and confirm or change the suggested match or category. Split payments that cover two accounts, then create a rule so repeat payees are handled the same way.
No. Excello works inside the QuickBooks file you already have, with your chart of accounts, history and admin login in place, and your bank feeds and connected tools carry on as before.
Intuit charges app developers, not QuickBooks subscribers, for data-out API calls above a free monthly allowance. Its App Partner Program introduced this in 2025, and data-in calls such as creating invoices stay free.
Yes. Depreciation schedules are checked and depreciation is recorded in your QuickBooks at each month-end close, along with prepaid expenses and accruals, so the profit and loss shows each month's true cost.