Navigate
Your useful pages stay close.
Jump back to recent customers, suppliers and transactions without retracing your steps.
A Chrome extension for QuickBooks Online + Xero
Fewer clicks and clacks…
Work faster in Xero and QuickBooks.
With over 25 new enhancements to QuickBooks.
- Freeeveryday shortcuts
- Proadvanced workflows
- Chromeworks where you work
Expenses
SupplierDateAmount
Northstar Office24 Sep£486.20
Brighton Studio22 Sep£1,250.00
J. Patel & Co.19 Sep£92.40
RachelsToolsFREERecentCustomersSuppliers
- INInvoice 1048Northstar Office£486.20
- BLBill 2281J. Patel & Co.£92.40
- EXExpense 580Brighton Studio£1,250
⇧ Shift + double-click to open in a new window
Recent work, ready
2× Double-click to open
Small improvements. Every day.
Spend less time navigating.
More time getting things done.
RachelsTools sits quietly inside your accounting software and removes the repetitive steps that slow down routine work.
Edit
Repeat a line, not the work.
Duplicate one or several transaction lines in a single action.
Clipboard
Quickly export and import transactions.
Export an existing transaction to the clipboard, paste it into your preferred spreadsheet and edit it. Then paste the data back to add more lines—or create an entire transaction or journal.
Choose your workflow
Start Standard.
Step up when you need more.
Standard covers the shortcuts that make daily navigation and transaction work quicker. Pro adds review controls, automation and data movement.
Standard
FREEPractical shortcuts for everyday work.
Toolbar
- General · Xero + QuickBooksHide the QuickBooks left-hand menu
After three seconds, the QuickBooks left-hand menu automatically collapses, freeing up valuable screen real estate.
- General · Xero + QuickBooksRachel’s Toolbar quick menu
A toolbar displayed in the top-left corner of the main Xero and QuickBooks screens.
- Speed · Xero + QuickBooksRachel’s recent customer and supplier list
Use Rachel’s Toolbar to quickly return to a recent or favourite customer or supplier. Standard displays up to five items in each recent list.
- Speed · Xero + QuickBooksRachel’s recent transaction list
Use Rachel’s Toolbar to quickly return to transactions you have recently created or edited. Standard displays up to five recent transactions.
- Speed · Xero + QuickBooksCreate a multilevel favourites menu
Add favourites for any Xero or QuickBooks page at company or global level and synchronise them across your computers.
- Speed · Xero + QuickBooksSynchronise settings and recent lists across computers
Connect to our server to synchronise Rachel’s Tools settings and recent lists securely across your computers.
Transactions
- Speed · QuickBooks onlyDouble-click a transaction to edit it
Double-click any transaction line to edit it without having to locate the View/Edit link.
- Speed · Xero + QuickBooksAccess a customer or supplier ledger from a transaction
An additional button beside the customer or supplier takes you directly to their ledger.
- Speed · QuickBooks onlyDouble-click a customer or supplier to open their ledger
Double-click the customer or supplier on any transaction line to open their ledger.
For QuickBooks
Pro
5-DAY FREE TRIAL$18/monthor $162/year · save 25%5–9 users: 10% off
10+ users: 25% off
10+ users: 25% off
More automation, history and control. Includes everything in Standard.
Transactions
- Reduce mistakes · Xero + QuickBooksCredit warnings
Display outstanding transactions as a warning when adding or editing a transaction.
- Reduce mistakes · Xero + QuickBooksPop-up customer and supplier notes
Access customer or supplier notes from within a transaction and optionally display them as warnings.
- Speed · QuickBooks onlyDuplicate a transaction line
Quickly duplicate and edit a transaction line when entering repetitive transactions.
- Reduce mistakes · QuickBooks onlySet a company colour
Assign each company a colour so you can easily identify which company you are working in.
- Reduce mistakes · QuickBooks onlyAutomatic statement memo
Automatically adds the line details and a transaction summary to the statement memo.
- Speed · QuickBooks onlyQuickly change the ledger filter
Use a button to quickly display open, overdue, or all transactions from the past 3, 6, or 12 months.
- Reduce mistakes · QuickBooks onlyVOID memo
Before voiding a transaction, create a summary of all its lines and values and add it to the transaction’s memo field.
- Reduce mistakes · Xero + QuickBooksTransaction review pop-up
Displays key fields and can require them to be completed before the transaction is committed.
- Speed · Xero + QuickBooksLock – change a stock code
Use the Rachel’s Tools lock button within a transaction to change the stock code without altering the line description or price.
- Speed · Xero + QuickBooksEmail a copy to yourself
Add your email address and send a transaction to your inbox, the customer, or both.
- Misc. · Xero + QuickBooksAdd a link to an external website
Add a button that opens an external website and passes the current customer or supplier name as a parameter for external integration.
For QuickBooks Import
- Import · Xero + QuickBooksImport transaction lines
Export an entire journal, invoice or other supported transaction to the clipboard, edit it in your preferred spreadsheet, and paste it back into Xero or QuickBooks.
- Import · Xero + QuickBooksExport useful data
Export customer, supplier, stock, account, VAT-code and other lists to the clipboard, allowing you to validate or edit the data in a spreadsheet before importing it again.
For QuickBooks Reports
- Enhanced drill-down · QuickBooks onlyDrill down into debtors and creditors
Double-click a customer or supplier name in the debtors and creditors report to open their ledger.
- Enhanced drill-down · QuickBooks onlyDrill down into a P&L or balance sheet
Open drill-down details in a separate tab, with the relevant figures highlighted in pale green.
- Enhanced drill-down · Xero + QuickBooksDrill down from a P&L or balance-sheet account name
Double-click an account name in a P&L or balance sheet to edit the account details.
- Export · Xero + QuickBooksExport report to clipboard
Export a report to the clipboard for use in your preferred spreadsheet or other software.
- Adjustments · Xero + QuickBooksAdjust Balance Sheet by journal
Enter a new balance and RachelsTools will create a journal to adjust the balance.
For QuickBooks
Pro export toolkit
Your reference data,
ready to use elsewhere.
Make the software fit the work