PRO Edition of RightTool is $75 a month for 1 user and $25/month for additional user (based on QBO login) – no “per company” charge (AKA: unlimited clients / company files).
List of these 70+ features that are PRO only, in addition to the 50+ FREE features (minus the ads):
| Settings Area | Setting Name | Description |
| COA PRO | COA Filter By Type & Show All Accounts | Adds a box to filter the current page of the Chart Of Accounts by Type, and a button to show all items in a single page in the COA. |
| COA PRO | Find Product For Inactivating Accounts | Creates a button to find attached products to an account when you are trying to delete from the Chart Of Accounts and it says ‘This account is used by a product or service’. |
| COA PRO | Quick Sub-Account Creator | When selecting the down arrow next to editing an account, there will be an option to ‘Create Sub-Account’. This will populate the new account window with all of the information filled in to create a subaccount. Just add the name!. |
| COA PRO | Parent Account Changer | Allows you to batch change Sub-Accounts into Parent Accounts. (Account with no account above it) |
| COA PRO | Batch Merge Accounts | Allows you to select multiple accounts and choose a single account to merge them and all of their transactions into. |
| COA PRO | Reconciliation Dashboard | Brings up a Reconciliation Dashboard with different tools to help you identify accounts that need to be reconciled. |
| COA PRO | Full Account Name Display | When inside the Chart of accounts, RightTool will show red text under each subaccount that shows the full name. Allowing you to easily identify their parent account. |
| Accountant PRO | Enable COMPANY SWITCH | This enables the COMPANY SWITCH SECTION in the RightTool navigation bar that keeps a list of your save company files so you can quickly switch between customers |
| Accountant PRO | Enable GROUP FAVORITES | This enables the GROUP FAVORITES SECTION in the RightTool navigation and allows you to save and mass open groups of favorites |
| Accountant PRO | Enable SCRIPTS | Allows you to add ‘Bookmarklets’ into RightTool to make your own custom functions. |
| Accountant PRO | Books Review ‘Mark Done’ Button | Adds a button that allows you to mark all statuses on the books review page to ‘Done’ |
| Accountant PRO | Clear Zero Lines Button | Creates a button that will automatically go through an delete lines in a Journal where there is no Debit or Credit value. Or it will delete lines in other transactions without an amount. |
| Accountant PRO | Reclassify Page Extra Filters | Adds filters to the ‘Reclassify Transactions’ page for $ amounts and memos. Also adds filters to the ‘Transactions by Tag’ page – this filters only the current page of transactions in the screen. |
| Accountant PRO | Copy Payee Into A New Customer/Vendor | Creates a button that will append the text of (Converted) to the end of the Customer/Vendor Name. It will also create a Customer with the original name and basic details if you are converting a Vendor, or vice versa. This will wait before saving to give you the option to change details and you can choose to deactivate the original payee. |
| Accountant PRO | Bill Payment Enhancements (Classic Only) | Creates a button that allows you to show all rows when inside the ‘Pay Bills’ page. Also unhides the Vendor Credit area in ‘Bill Payments’ when you filter on Bills. |
| Accountant PRO | Right Click to Reclassify | Allows users to right-click on the numbers inside of classic reports and open a reclassify transactions page that is specific to the account you clicked on. |
| Accountant PRO | Right Click to Open Register from Balance Sheet | Allows users to right-click on numbers in the balance sheet to open the accompaning register page. |
| Accountant PRO | Journal Entry Enhancements | Adds a percent button at the top of the journal entry page so the user can multiple by percent on all amounts. Also Adds a ‘Save and Reverse’ Button at the bottom of the grid. |
| Accountant PRO | Auto Open Client Notes on Client Switch | When you switch into a new company file it will automatically open the client notes from QBO. |
| Accountant PRO | Copy To Different Transaction Types | Creates reversing transaction buttons for most transaction types. This also adds a void button to bills and deposits. Current reversable transactions include: Invoices, Sales Receipts, Bills, Expenses, and Vendor Credits. <a href=’https://drive.google.com/file/d/1huhsgck3FZKBUHv1NOWH4Q27q6v9WxtL/view?usp=drive_link’ target=’_blank’> Document</a> |
| Accountant PRO | Hide transactions w/ attachments | On expenses page, remove transactions with attachments. |
| Bank Feeds PRO | Auto-Update Bank Feeds | Automatically updates bank feeds the first time you go to bank feeds after switching companies. |
| Bank Feeds PRO | Quick Create Payees From Memo | Allows you to quickly create new Vendors or Customers from the Bank Feed. Simply highlight text inside the bank memo textbox and a button will come up to auto add the vendor/customer to this file |
| Bank Feeds PRO | Copy Bank Text to Memo in Bank Transactions | Highlights the bank text and makes it clickable inside transactions if the memo doesn’t match. Clicking the text will replace the memo with the bank text. the sub-option fixes an issue that sometimes occurs with QBO’s default ‘Copy To Bank Memo’ feature. |
| Bank Feeds PRO | Batch Net Balance Indicator | Shows the net balance of money in and out when selecting multiple transactions in the bank feed. |
| Bank Feeds PRO | Larger Account/Memo Boxes | Doubles the width of accounts in Bank Feeds Screen and also makes the Memo box expandable so you can read the long and multi-line memo boxes that come from the bank sometimes |
| Bank Feeds PRO | Payee History Link | Adds a link to a window with all transactions for a vendor or customer inside the transactions of a bank feed. |
| Bank Feeds PRO | Clean Category Names | Automatically cleans up the names of categories inside of the bank feed. Ex. 1234 Travel Expenses: Meals would become 1234 Meals. |
| Bank Feeds PRO | Enhanced Visibility in Bank Feeds | Table header will stay at the top of the table as you scroll up and down for Bank Feed and Bank Register pages. Also Color codes the bank feed rules, matching, and transfers. (Was Bank Feed Sticky Headers) |
| Bank Feeds PRO | Improved Rule Creation Workflow | Enables multiple options that allow you to prevent rules from being saved under certain conditions and auto-edit rules to fix defaults from QBO. |
| Bank Feeds PRO | Bank Rule Page Enhancements | Adds a filter to view only the rules that don’t have a Payee or are Auto-Add rules. Also adds a ‘Show-all’ Button. |
| Batch PRO | Shift-Click In All Lists | Extends shift click functionality to the Reclassify, Receive Payments, Bank Feed Matching, Rules, and Deposit screens |
| Batch PRO | Copy Excel To Transactions | Allows you to copy and paste from Excel into QuickBooks Online! Also allows you to export a Journal Entry to a CSV file. Now works to import and export from excel on modernized transactions. Export CSV. Paste From Excel. |
| Batch PRO | Bulk Delete From Customer/Vendor Detail Page | Adds a batch action that allows you to delete transactions in bulk in the Vendor page. |
| Batch PRO | Batch Delete In Register | A batching mechanism (with SHIFT CLICK capabilities) to select various transactions in the register and delete them quickly. |
| Batch PRO | Batch Edit In Register | Allows you to batch change Date, Payee, Account, Memo, Class, Location, and/or Reconcile Status from inside the register. |
| Batch PRO | Inventory Quantity Adjustment Enhancements | Creates a button inside of the ‘Inventory Adjustments’ screen to quickly add all products & a button to zero out the new qty for each of them. |
| Batch PRO | Find And Replace in Transactions | Creates a button that allows you to find and replace text inside of all descriptions and the memo of a transaction. |
| Batch PRO | Batch Delete Recurring Transactions | Adds a button to the recurring transactions screen that allows you to delete recurring transactions in bulk. |
| Batch PRO | Batch Delete In Search | Allows a user to batch delete purchase orders, credit memos, vendor credits, invoices and bills by using the ‘Search’ Screen for purchase orders. Use the ‘Search Recent Purchase Orders’ shortcut in RightTool to see! |
| Batch PRO | Reallocate from Reports via Journal Entry | Allows you to choose Classes, Location, or Customer by creating a CSV Journal Entry Template. You can then import the Journal using RightTool’s Paste from Excel Feature (or QBO’s) |
| Batch PRO | Batch Change Project Status | Adds a button that enables the user to change the status of all projects in the current page of projects. |
| Batch PRO | Reallocate in Expense Page | Allows you to reallocate amounts in expense page to other classes. Future versions will include Customer and Location. |
| Batch PRO | Batch Change Products/Service Accounts | Adds a button to the product and services page that allows you to bulk edit the sales account or purchases account for products/services. You also have the ability to specify is you want to change the historical data for said accounts. |
| Batch PRO | 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. |
| Batch PRO | Copy Down & Copy Rows | Allows you to click on a value inside of transactions and copy them down to the end of the transaction. Also adds a button to quickly copy rows inside transactions. Currently only works in the ‘classic’ transaction pages. |
| Register PRO | Delete & Unreconcile Shortcuts | Ability to use CTRL SHIFT U and CTRL SHIFT \ to quickly mark a transaction unreconconciled or to delete it from the register, skipping all warning messages |
| Register PRO | Custom Default Year | Creates an input for a custom default year when typing in a date shortcut |
| Register PRO | Link To Payee History | Adds a link to go the vendor/customer page of a payee while inside the register. |
| Register PRO | Preset Filter In Register | Creates a button in the register page that automatically filters for ‘Unreconciled’ transactions on or before the last reconciled date and sorts the dates to show the oldest transactions first. |
| Register PRO | Copy Transactions In Register | Creates a button inside the details of transactions in the register that allows you to quickly copy it. |
| Reconcile PRO | Export to Reconcile Table CSV | Allows you to export a csv copy of the reconcile list. |
| Reconcile PRO | Delete From Reconcile Button | Adds a button that macros through deleting a transaction in the reconcile page – it will stop right before you confirm deleting. Afterwords QBO will go back to the next transaction. |
| Reconcile PRO | Delete & Void From Reconcile Shortcuts | Allows a user to shortcuts to delete transactions from the reconcile page. Afterwords QBO will go back to the next transaction. will take you to the point where you confirm deleting in QBO. will skip the popups and delete for you. |
| Reconcile PRO | Void From Reconcile Button | Adds a button that macros through voiding a transaction in the reconcile page if it can – it will stop right before you confirm deleting. Afterwords QBO will go back to the next transaction. |
| Reconcile PRO | Highlight Edited Transactions | Highlights transactions that have been edited at some point in time while in the Reconcile page. Click again to remove the higlighting. |
| Reconcile PRO | Search For Amount | creates an input that allows you to search for and highlight the amount you enter in the current reconciliation page. Press multiple times to cycle through the list if there are multiple matches. |
| Reconcile PRO | Reconcile Progress Button | Creates a button that will show the count of ‘Cleared’, ‘Uncleared’, and ‘Total’ transactions in the current page of reconciliation. You must click once to load the data – a second time to get the information. |
| Reconcile PRO | Check Matching Payments And Deposits | Find and check (clear) matching Payments and Deposits inside the Reconcile Screen. You will be able to choose the time frame that counts for matching. |
| Reconcile PRO | Match Transactions from Ref Numbers | Allows you to bulk match items in a Reconciliation based on the Reference Numbers you pass. |
| Reconcile PRO | Skip Confirmation when Saving Transactions | Automatically skips the confirmation popup when trying to save a Reconciled transaction. |
| Deposit PRO | Show/Hide Undeposited Funds | Adds a button “Show/Hide Undeposited Funds” while in the Deposit screen which is useful whenever there are a lot of transactions, saves time to scroll down to the table where you enter new deposit information when recording a deposit that does not contain an undeposited funds transaction |
| Deposit PRO | Filter Payments By Start Date | Adds a filter to view only transactions after a certain date. |
| Deposit PRO | Copy Deposit Button | Creates a button that allows you to copy a deposit to a new transaction. |
| Deposit PRO | Bank Deposit Selected Totals on Sticky Header | Creates a sticky copy of the footer on the payments for bank deposits to the top of the page. Allowing you to see totals while scrolling. |
| Deposit PRO | Export Undeposited Payments | Creates a button that allows you to export a csv with information on undeposited payments.. |
| Experimental PRO | Sort Transaction Columns | Allows you to sort the columns of transactions. Currently only works in invoices. |
| Experimental PRO | 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. |
| Experimental PRO | Copy Bill Number To Memo | Allows the user to select checkboxes in bill payment page, and then copy bill numbers and amount paid to the memo area. |
| Experimental PRO | Batch Edit Inside Reports | Allows you batch edit certain fields inside specific reports. <a href=’https://docs.google.com/spreadsheets/d/1XwVELRmrFd_JIsRR_r35Ax-m0HFxKzuP16oeZKtx0dA/edit?usp=sharing’ target=’_blank’>Here is a list of currently working reports</a> |
| Experimental PRO | Batch Enter Time Sheets | Allows the user to batch enter time sheets. |
| Experimental PRO | Landed Cost Allocator | Allows you to allocate landing cost in bills, checks, and expenses. |
| Experimental PRO | Batch Edit COA | Creates a window that allows you to export a csv of all accounts, then edit and paste back in. |
| Experimental PRO | Report Analysis AI ChatGPT 4o | Puts a link at the bottom of summary reports that allows you to ask ChatGPT to analyze a report. |
| Experimental PRO | 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 Hector Garcia. |
As of 1.35.16 08/05/2025
To purchase RightTool PRO (14 day free trial):
https://righttoolpro.com/Identity/Register