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Categorize bank transactions in QuickBooks

An account for each transaction in your review list, from your rules and past entries, applied after you approve.

  • You start it: When you start it
  • Asks you first
Use in CuiarRun from your AI agent

What it does

The task

Open the bank transactions in the 'For review' list in QuickBooks Online. For each transaction, choose the account with my rules: rules. When no rule fits, use the account of the last transaction from the same payee, or write 'ask me'. Show me a table with the date, the payee, the amount, the account and the reason. Ask me before you accept the transactions, and accept only the rows that I approve. Do not change transactions that are already categorized.

  • It works in QuickBooks, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • It runs once, when you start it.
  • It stops for your approval before it sends, posts, pays, books or changes a record.

What you give it

BlankWhat to giveExample
rulesYour rules for accounts, in plain wordsSaaS tools to Software. Meals under 100 USD with a client name to Meals: client

What you get back

An example run with the example values above. Your run uses your own data.

38 transactions to review

DatePayeeAmountAccountReason
1 OctGoogle Workspace-168.00SoftwareRule: SaaS
4 OctFuelstop 112-74.20Vehicle: fuelLast entry for this payee
7 OctHalden Group+12,400.00Payment for invoice 1042Matches the open invoice
9 OctRailway Café-38.40Meals: clientRule: client name in the memo
12 OctPAYPAL *MKTPL-249.00ask meNo rule, no earlier entry

... 33 more rows

Waiting for your approval on 37 rows. 1 row needs your answer.

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in the blank

    Type rules. Tab moves to the next blank.

  3. 03

    Run it

    Run sends it to the agent. Follow each step in the panel, and stop it at any time.

From the terminal

cuiar exec "Open the bank transactions in the 'For review' list in QuickBooks Online. For each transaction, choose the account with my rules: SaaS tools to Software. Meals under 100 USD with a client name to Meals: client. When no rule fits, use the account of the last transaction from the same payee, or write 'ask me'. Show me a table with the date, the payee, the amount, the account and the reason. Ask me before you accept the transactions, and accept only the rows that I approve. Do not change transactions that are already categorized."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call run_task yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool run_task to run my "Categorize bank transactions in QuickBooks" template with rules = SaaS tools to Software. Meals under 100 USD with a client name to Meals: client.

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "Open the bank transactions in the 'For review' list in QuickBooks Online. For each transaction, choose the account with my rules: SaaS tools to Software. Meals under 100 USD with a client name to Meals: client. When no rule fits, use the account of the last transaction from the same payee, or write 'ask me'. Show me a table with the date, the payee, the amount, the account and the reason. Ask me before you accept the transactions, and accept only the rows that I approve. Do not change transactions that are already categorized."
  }
}

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