1
Import transactions read-only from QBO.
Bring uncategorized QuickBooks Online transactions into ClarifyBooks for clarification. The import path reads from QBO and creates ClarifyBooks records for review.
No QBO write-back.
Product walkthrough
How ClarifyBooks fits into your QBO clarification workflow
Five focused steps from read-only import to reviewed export. No real demo tokens, no production sample data, and no sensitive screenshots are exposed here.
2
Send secure client links.
Choose the transactions that need context, then send a focused link so the client can respond without QuickBooks access.
Bookkeeper controlled.
3
Collect explanations and receipts.
Clients answer transaction questions and upload validated receipt files for the selected items.
Receipt upload stays scoped to the request.
4
Review in one queue.
The bookkeeper checks answers, receipts, follow-up needs, and resolved states before anything leaves ClarifyBooks.
Bookkeeper controlled.
5
Export CSV.
Export reviewed results as CSV and finish final posting in the existing bookkeeping workflow.
CSV export, not automatic posting.
Illustrative client request screen
Illustrative response
Explanation
Fuel purchase for the service van.
Illustrative response
Receipt
receipt-fuel-0426.pdf uploaded
Illustrative response
Bookkeeper note
Billable to the Johnson job.
These filled sample response cards are illustrative only. They do not use real client data, sensitive screenshots, public response links, or real tokens.