BulkAuto

Windows desktop app for QuickBooks Online

Clean up QuickBooks Online in bulk, with an undo for every change

BulkAuto deletes, voids or edits many transactions at once, cleans up lists, Undeposited Funds and unapplied payments, uploads and exports CSV files, and runs a read-only Health scan with a PDF report. Every change shows a preview, asks you to confirm, keeps a backup and can be undone.

Download for Windows How it connects
  • Windows 10 and 11
  • Sandbox companies free
  • 5-day free trial
  • No analytics or tracking

What it does

The cleanup jobs QuickBooks Online does one record at a time

BulkAuto is for bookkeepers and business owners tidying up a QuickBooks Online company. Pick a screen, load the records, tick the ones to change, then review and confirm.

Delete or void in bulk

Any kind of transaction over a date range: invoices, bills, payments, expenses, deposits, journal entries and more. Void instead of deleting where QuickBooks allows it, and leave linked transactions alone unless you choose.

Edit many at once

Change memo, date, terms, class, location and reference number across many transactions. Reclassify categories, edit unbilled time and mark unbilled charges billable or not.

Clean up lists

Find customers, vendors, items and accounts not used since a date and make them inactive. Spot likely duplicate names and transactions, close old purchase orders and estimates, and pause or delete recurring templates.

Undeposited Funds and unapplied payments

Match payments waiting in Undeposited Funds to bank deposits that already counted them, or group them into one deposit. Apply leftover payments and credits to open invoices and bills, and write off small balances.

Upload and export CSVs

Upload transactions, time and lists from a CSV, with column matching, name lookups and a row-by-row review before anything is posted. Export any kind of transaction to a CSV in the same columns. Attach files to transactions in bulk.

Health scan and PDF report

A read-only check that lists what a cleanup should look at, from uncategorized transactions to old Undeposited Funds and likely duplicates. Each finding opens its fix. Save a client-ready PDF report.

Integration

How it works with QuickBooks Online

BulkAuto runs on your Windows computer and works with QuickBooks Online through Intuit's QuickBooks Online API, with the access you approve.

  1. Connect to QuickBooks.

    Click Connect to QuickBooks in the app. Your browser opens Intuit's own sign-in page, where you choose the company and approve access. BulkAuto never sees your Intuit password.

  2. The app calls the QuickBooks Online API directly.

    Records go straight between your computer and Intuit over encrypted connections. A small sign-in service run by BulkAuto Ltd. handles only the sign-in and connection renewals, never your QuickBooks data.

  3. Changes happen only when you confirm them.

    Loading reads from QuickBooks. Writes happen only after you review a preview and confirm. The app keeps within Intuit's request limits.

  4. Disconnect any time.

    Choose Disconnect in the app's company menu to end the connection at Intuit. You can also disconnect the app in QuickBooks Online.

Safety

Built so a bulk change is never a leap of faith

QuickBooks Online has no undo for deleted records. BulkAuto adds one.

  • Preview first. Every change shows what it will do before anything is written.
  • Confirm. Nothing is written to QuickBooks until you confirm the run.
  • Backup. A full copy of each record is saved on your computer before it's changed.
  • Undo from Activity. Activity lists every change the app made to the company, each with its undo. Export the change log as a CSV or PDF for a client or CPA.
  • Closing date respected. Transactions dated on or before the company's closing date are skipped.
  • Fresh data. Each record is read again just before it's changed. Anything changed in QuickBooks since you loaded it is skipped and listed rather than overwritten.

Privacy

Your QuickBooks data stays with you

  • Your QuickBooks data goes only between your computer and Intuit.
  • Backups, history and settings stay in your user folder on your computer.
  • The saved QuickBooks connection is encrypted for your Windows account.
  • No analytics, advertising or tracking. Your information is never sold or shared.

Read the Privacy Policy

Guide

Getting started

From download to your first cleanup in a few minutes.

The app has its own Help (F1) with a guide for every screen.

  1. Download and install.

    Get the installer from the download page, run it and accept the License Agreement.

  2. Connect to QuickBooks.

    Open BulkAuto and click Connect to QuickBooks. Sign in on Intuit's page and approve access. To try it first, use a sandbox (test) company: it's free.

  3. Run the Health scan.

    It estimates the reads, then lists what needs attention without changing anything. Save the PDF if you want a report.

  4. Fix one thing at a time.

    Open a finding's fix, or pick a screen in the sidebar (Ctrl+K searches them). Tick the records, review the preview and confirm.

  5. Check Activity.

    Every run is listed there with its undo.

Free trial

Sandbox (test) companies are always free. For a real (production) company, a 5-day free trial starts the first time the app connects one. No payment details are needed for the trial.

Start a free trial from the app; choose a plan in Settings → Subscription.

System requirements

Windows
Windows 10 or Windows 11
QuickBooks
A QuickBooks Online company, and permission to connect apps to it
Internet
A connection to reach QuickBooks Online

Support

Questions or problems?

Email log.c.noble@gmail.com. In the app, Help → Contact can save a support file to attach. It holds the request log and settings, never your QuickBooks data or passwords.