The QuickBooks Online Client Document Collector turns your uncategorized and "Ask My Accountant" transactions into simple client requests, sends polite reminders, and matches uploaded receipts and statements back to QuickBooks Online transactions.
Free for 1 client. Built for US bookkeepers, QuickBooks ProAdvisors and fractional controllers.
Illustrative sample data
You send the same "can you send the receipt for…" email every month, then dig through replies to find attachments.
Uncategorized Expense and Ask My Accountant balances sit open because nobody answered what a transaction was.
Once documents arrive, you still download, rename and attach each one to the right QuickBooks Online transaction.
Logins and passwords mean clients procrastinate. They need one link that works on their phone.
Connect each client's QuickBooks Online company through secure OAuth via CoController.
We find uncategorized, Ask My Accountant and missing-receipt transactions and draft a request list you review.
Your client opens a mobile-friendly page — snap a receipt or type a quick answer. No login required.
Scheduled reminders go out until done. Uploads are attached to the matching QuickBooks Online transaction for your review.
Built from QuickBooks Online data: uncategorized transactions, Ask My Accountant, and expenses without attachments over your threshold.
Request monthly statements per account so reconciliations don't wait.
Choose cadence (e.g. day 0, 3, 7, then weekly), your branding and tone. Pause anytime.
Attach files to the QuickBooks Online transaction as an attachment, with amount/date/vendor suggestions you approve.
Client explanations appear next to the transaction so you can categorize in seconds.
See every client's outstanding items, last reminder and completion in one view.
Document Collector free for 1 client.
Included per client on paid plans — pricing coming soon.
It's in waitlist / early access. We're onboarding early users in stages and we improve with user feedback.
No. Each client gets a secure, expiring link to their own request page.
Transactions posted to Uncategorized Expense/Income or Ask My Accountant, plus expenses without an attachment above a threshold you set. You review the list before anything is sent.
Uploaded files are attached to the matching transaction. Categorization changes stay under your control.
CoController AI connects to QuickBooks Online via Intuit's OAuth API. We'll announce any marketplace listing when it happens.
Free for 1 client on the Starter free forever plan. Included per client on paid plans — pricing coming soon.
Email [email protected].
Tell us about your practice. We improve with user feedback, and early users shape the roadmap.