AutoPush automatically posts transactions from the Smart Connect bank feeds into QuickBooks Online (QBO) and Xero.
AutoPush automatically posts transactions from the Smart Connect bank feeds into QuickBooks Online. Using our Machine Learning models, we predict the payee and category for a transaction. Any transactions that are low or medium confidence will automatically appear on the “Open Inquiries” tab for your review.
Low-confidence transactions will have a red AutoPush icon next to the “Category” and/or “Payee” fields; medium-confidence transactions will have an orange AutoPush icon next to the “Category” and/or “Payee” fields.
High-confidence transactions will appear on the “Processed” tab and will have a green AutoPush icon next to the “Category” and/or “Payee” fields. If you hover over the AutoPush icon, you will see a tooltip with additional details.
You can also see the confidence level in the transaction details window by clicking the “Action” button, and then the “Details” button.
Low-confidence transaction:
Tooltip:
Details:
Medium-confidence transaction:
Tooltip:
Details:
High-confidence transaction:
Tooltip:
Details:
Note: Botkeeper will be responsible for the initial setup of the AutoPush configurations, which you can adjust as needed. A Smart Connect connection is required to use AutoPush.
Knowing when AutoPush is Enabled
Accounts connected to AutoPush now display an AutoPush icon inline with the financial institution name. Upon expanding the financial institution line, any account in that financial institution connected to Smart Connect will be identified with the same icon.
