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
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Recent work, ready
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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.
Review
Know what you’re saving.
See a concise transaction summary before you commit it.
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 syncing, automation and data movement.
01
Standard
Practical shortcuts for everyday work.
General
- Xero + QuickBooksHide the QuickBooks left-hand menu
After three seconds, the QuickBooks left-hand menu automatically collapses, freeing up valuable screen space.
- Xero + QuickBooksRachel’s Toolbar quick menu
A toolbar displayed in the top-left corner of the main Xero and QuickBooks screens.
More information 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.
- Xero + QuickBooksAccess a customer or supplier ledger from a transaction
An additional button beside the customer or supplier takes you directly to their ledger.
- 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.
- Xero + QuickBooksRachel’s recent customer and supplier list
Use Rachel’s Toolbar to quickly return to a recent or favourite customer or supplier.
- Xero + QuickBooksRachel’s recent transaction list
Use Rachel’s Toolbar to quickly return to transactions you have recently created or edited.
More information
02
Pro
5-DAY FREE TRIALMore automation, history and control. Includes everything in Standard.
Speed
- QuickBooks onlyDuplicate a transaction line
Quickly duplicate and edit a transaction line when entering repetitive transactions.
- 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.
- 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.
- 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.
- Xero + QuickBooksLock or 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.
- Xero + QuickBooksEmail a copy to yourself
Add your email address and send a transaction to your inbox, the customer, or both.
Reduce mistakes
- Xero + QuickBooksCredit warnings
Display outstanding transactions as a warning when adding or editing a transaction.
- Xero + QuickBooksPop-up customer and supplier notes
Access customer or supplier notes from within a transaction and optionally display them as warnings.
- QuickBooks onlySet a company colour
Assign each company a colour so you can easily identify which company you are working in.
- QuickBooks onlyAutomatic statement memo
Automatically adds the line details and a transaction summary to the statement memo.
- 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.
- Xero + QuickBooksTransaction review pop-up
Displays key fields and can require them to be completed before the transaction is committed.
More information Import from clipboard
- 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.
- 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.
More information 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.
- 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.
- 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.
More information 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.
More information
Pro export toolkit
Your reference data,
ready to use elsewhere.
Make the software fit the work