RightTool Setting: Experiments PRO – RightTool for QuickBooks Online

Bulk Change Customer/Project in Lines	When going to the ‘Transaction Detail by Date’ report you will get an option to batch change/add to the lines of transactions in the report. It is recommended to get here from the ‘Reclassify Transactions’ Page
Bulk Create In Register	Allows users to create single line transactions from inside the Register page in batch. Also has a button for a Batch Template to get a csv you can edit.
Sort Transaction Columns	Allows you to sort the columns of transactions. Currently only works in the new invoices.
Balance Sheet Adjustment Tool	Click the Adjust button in a plain Balance Sheet to start. Allows you to visually change the Numbers in the Balance sheet and export a CSV of a Journal Entry that you can use to import. Adjusts the balances to Retained earnings if there are more Debits or Credits.
Copy Bill Numbers To Memo	Allows the user to select checkboxes in bill payment page, and then copy bill numbers and amount paid to the memo area.
Report Analysis AI	Puts a link at the bottom of summary reports that allows you to ask ChatGPT to analyze a report.
Bank Categorization AI	Asks ChatGPT about transactions in the bank feed. You are able to make your own customized prompts or use the default prompt created by us
Batch Edit Inside Reports	Allows you batch edit certain fields inside specific reports. Here is a list of currently working reports