Reuse your usual coding
Saved rules fill in the account and class for familiar charges. You can check which transactions a new rule would match before confirming it.
Bank and card transactions
Spend less of your month coding the bank statement.
Connect your bank to Zeno or import a statement, then ask Claude or ChatGPT to prepare the entries. Saved rules handle familiar vendors, existing entries are checked for matches, and you review the coding before anything posts to QuickBooks.
Bank connections includedStatement import on every planReview entries before posting
Start with one account
Tell your assistant how you want the charges coded.
“Code this month’s Home Depot charges to Repairs, class Willow. Leave out the owner’s personal purchase and show me anything missing a receipt.”
You get proposed entries to check, with the questions that still need your attention. Approve the ready work and come back to the rest.
- 01Bring in the transactions
Use a bank connection or import a statement file.
- 02Ask for the coding and matching
Your assistant uses saved rules and the entries already in QuickBooks.
- 03Review and approve
Check the accounts, amounts and possible duplicates before posting.
Less repetition at month-end
Put the coding you have already worked out to use.
Check what is already in the books
Zeno compares incoming activity with the QuickBooks register, helping you match existing entries instead of entering the same charge twice.
Code similar charges together
Ask your assistant to code a group of transactions, identify transfers and prepare the remaining entries for review.
Find how you coded a vendor before
Check the saved rule or look at previous transactions when you are unsure which account to use.
Keep receipts with the right charges
Ask your assistant to match receipts to card transactions. Review uncertain matches and attach the documents to the entries in QuickBooks.
See what is finished and what is waiting
Check which entries posted, which were left out and why. Keep working through the ready entries while you wait for missing information.
Before you connect an account
Why do I connect my bank to Zeno?
Zeno cannot read transactions waiting in QuickBooks Online’s For Review tab. Connecting your bank to Zeno, or importing a statement, lets your assistant help with the coding before the entries are posted. The approved entries go into your existing QuickBooks register.
Can I import a statement instead?
Yes. You can use a statement file from your bank instead of a live bank connection. Both options let you match and code transactions in Zeno, then review the proposed entries before posting.
Should I turn off the QuickBooks bank feed for that account?
Yes. Use one feed per account. When you handle an account through Zeno, turn off its feed in QuickBooks. Otherwise you have both Zeno’s posted entries and downloaded transactions waiting for attention in QuickBooks. Check your QuickBooks connections yourself; Zeno cannot see which bank feeds you have enabled there.
Where do I reconcile the account?
You still reconcile in QuickBooks. Zeno cannot mark QuickBooks Online transactions as cleared or complete the reconciliation. Check entries against the statement and finish the reconciliation in QuickBooks as you normally would.
What about QuickBooks Desktop?
Zeno for QuickBooks Desktop works from the statement file you download, and can bring transactions in from the bank directly with the Desktop connectors add-on: $2 per connected bank account per month, $19 minimum, 14 days free. On the Bank feed page, Connect to Zeno opens a browser page where you sign in with Google, Microsoft or Intuit and approve the computer; then Connect a bank opens the bank’s own sign-in, and you tick the accounts to feed and pick the QuickBooks account each posts to. No codes to copy and no second password. Transactions come down to the PC; the chart, the coding and the company file stay on the workstation. Statement import stays for anyone who would rather not connect a bank.
Zeno for QuickBooks Desktop can also mark supported transactions as cleared, uncleared or pending. You still complete the reconciliation in QuickBooks’ Reconcile window. Transfers cannot be marked this way.
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