Confirm the destination
Connect the client's QuickBooks Online company and map the preparation to its accounts and tax codes.
For Canadian accounting firms
From client statements to reviewable working papers.
Organize source documents, resolve exceptions and prepare revenue-and-expense working papers in one workspace. Keep professional judgment with your firm.
Reviewed working papers and a direct path to QuickBooks® Online software.
Private setup for approved firms · Controlled rollout
The preparation workflow
A clear path from intake to handoff.
Work through the same preparation, with next-step guidance and the outstanding checks in view.
Upload and establish scope
Confirm the client, reporting period and accounts. Import supported statements and keep supporting documents alongside the work.
Review and resolve
Inspect exceptions, source rows and evidence. Correct imports, record decisions and request missing facts or documents from the client.
Approve the preparation
Review outstanding requirements and significant judgments. An authorized reviewer approves the saved revision.
Prepare working papers
Generate a labelled package, download the Excel and PDF outputs, and find earlier packages in the preparation history.
Optional guided introductions and maintained Help explain the next step without completing accounting controls for you.
Connected accounting
Review in Rectify. Post to QuickBooks® Online.
Map accounts and tax codes, review supported transactions, and approve what goes to your connected QuickBooks Online company. Keep original documents, review decisions and posting confirmations alongside the preparation.
Approve the details
Review dates, amounts, accounts and tax treatment before approving a batch of supported transactions for posting.
Keep the confirmation
Rectify checks each posted transaction against QuickBooks Online and retains the result with the preparation for follow-up and review.
Evidence and accountant control
Preparation materials you can review and explain.
New preparations default to cash activity. Your firm confirms the client setup and reporting scope. Trace corrections and split allocations back to source amounts, and use source checks and reviewer requirements to see what still needs attention.
Business use, tax eligibility, completeness and approval remain decisions for your firm. Balanced totals and automatic suggestions do not establish them.
What your team takes forward
- Excel working papers and PDF summaries.
- Packages labelled with their revision, scope and provisional or approved status.
- Retained originals, supporting evidence and review records.
- Package history that preserves previously issued files.
After changes, review the current preparation and its approval requirements before relying on a new output.
Read the scope of professional reviewPractical document intake
Know what a document reading can tell you.
A successful import is a starting point for review. Check dates, currency, direction, amounts and coverage against the original records.
CSV and XLSX exports
Inspect the mapping and proposed rows before importing. Use values-only XLSX or UTF-8 CSV; convert legacy XLS locally and retain the original.
Statement PDFs and images
Local PDF reading supports specific text layouts. Complete one-page PNG/JPEG statements require explicitly permitted AI reading. Combine multipage images into one complete PDF. Ambiguous or unsupported readings remain held for review.
Optional AI processing
Document AI has separate permissions, consent and spending controls. It can send disclosed document content to an external provider. Its output remains a draft.
No institution-wide PDF coverage is promised. Read how document processing handles information.
Before you begin
Questions from prospective firms.
Is rectify a full accounting ledger or tax-filing system?
No. It prepares revenue-and-expense schedules and working papers from supported records. It does not produce a complete accrual ledger, filed tax return or audit opinion. Your firm determines any adjustments and additional schedules required for the engagement.
How does Rectify work with QuickBooks Online?
Authorize the connection to your client's QuickBooks Online company, map accounts and tax codes, and review supported transactions before approving them for posting. Rectify retains source evidence and posting results with the preparation. Bank-feed matching and final bank reconciliation take place in QuickBooks Online.
See the QuickBooks Online workflowDoes our firm need to enable AI?
No. Supported CSV and Excel imports, manual review, supporting evidence and maintained Help work with AI off. Optional document AI has separate controls. The conversational-style Ask Help retrieves product guidance; generative Help AI is not connected in the current release.
How Help handles questionsCan clients supply missing documents and answers?
Accountants can prepare a private request link for a named client. Clients see the requests shared with them and supply documents or factual answers. An accountant reviews the response; a client upload does not automatically import transactions or resolve a review requirement.
What should we confirm about data and service availability?
Confirm your firm’s permitted records, access, processing locations, retention and recovery needs before supplying client information. The current service has a single-host availability boundary and no published uptime guarantee or 24-hour support commitment.
How do firm access and commercial arrangements work?
Access is by approval and private setup. There is no public self-registration or online checkout. Discuss fit first, then agree scope, fees, support, any AI charges and firm terms in writing before onboarding.
Service and commercial arrangementsA considered first step
Explore a controlled firm pilot.
Tell us about your firm and the preparation workflow you want to evaluate. We can discuss supported documents, review responsibilities and setup requirements before client records are involved.
Start with synthetic records and your own acceptance checks. Firm approval and written arrangements come before onboarding.
Email about firm access
Opens your email app. Please do not include client documents, account numbers, passwords or other sensitive information.
Existing user? Contact supportIntuit and QuickBooks are registered trademarks of Intuit Inc. Rectify is an independent product and has not been endorsed, sponsored or approved by Intuit.