The Chrome Extension
The Chrome Extension allows you to access Double functionality while you work in your client's QuickBooks File.
You can use it to access and edit your Client Details, Notes, or Files; ask Non-Transaction Questions from anywhere; and even ask Transaction Questions directly from the bank feed.
You can download it here to get started.
Make sure to login first
After installing the extension, you'll also need to login to the extension before you can start asking questions with it. This is different from being logged into Double in the browser.
To do this, click the extension in the top right-hand corner of your browser and click login.
Asking Questions in the Bank Feed
When asking questions to your clients, you will still need to classify / accept the transaction from the bank feed to see it in Double and in your Client Portal.
Asking questions from the bank feed introduces a new way of seeing more transactions in the close but you will not be able to edit any questions outside of the date range for the close you are working on.
For example, if you ask a question from the bank feed that is related to an August transaction, you will still be able to see it in the June close but not edit it. You will see "New Close" under the transaction date letting you know that you need to go to a different close in order to edit that transaction.
Asking Non-Transaction Questions
You can ask non-transaction questions to clients from anywhere by clicking the extension and clicking Add Question.
Accessing Client Info, Notes, and Files from anywhere
All your client information is just a click away – access Details, Notes, or Files right from the Extension.
Reconciliations
Auto-clearing transactions from Double's AI Bank Feeds
For accounts coded using Double's AI bank feeds, the Chrome extension allows you to auto-clear transactions in Quickbooks Online with the click of a button.
From the reconciliation module in Quickbooks Online, click the purple "Start reconciling button to auto-clear any transactions that were coded in Double's bank feeds.
If any transactions remain uncoded in AI Bank Feeds, you can complete the coding and re-click the Start reconciling button as many times as you need.
Analyze reconciliation discrepancies using AI
If you ever find yourself in the unfortunate situation of needing to fix reconciliation discrepancies, you can use Double's Chrome extension to help analyze what might be causing those issues.
From the reconciliation screen, click the purple "Analyze difference" button.
This will open a up a new tab that will allow you to keep your reconciliation open while we identify possible drivers of the reconciliation variances.
Upload a pdf version of your bank statement and Double will look for differences between your cleared ledger transactions and your statement line items.
Double will group potential differences into the following categories:
Uncleared transactions (transactions cleared in the reconciliation/ledger but that have not cleared the bank)
Potential duplicate transactions
Other items - items in future periods that might be causing differences or items that don't quite look right.
Review the AI reasoning section, which explains why each transaction was included in the sections above.
With this information open, you can make the necessary edits and selections to the transactions in the reconciliation screen to work toward a $0 discrepancy and a clean reconciliation!
Sync reconciliation reports & balances from Quickbooks Online to Double Account Reconciliation tasks
After completing your reconciliation in Quickbooks Online, you can now sync the following information back to the Account Reconciliation task for the related account in Double:
Statement ending date
Statement balance
Reconciliation report (pdf version)
Click Finish Now to complete your reconciliation as you typically would in Quickbooks Online
From the success popup, click the "View reconciliation report" link to take you to the reconciliation report screen.
Choose the close period you'd like to upload the report to (you can upload to any existing close period) and click Upload report to task.
If an Account Reconciliation task does not already exist for the account (in the case of a new account or a new client), you can create a new task from the Chrome extension after clicking the upload button.
Clicking the Upload report to task button will also sync over the statement ending date and the statement balance.
To view these synced items on the Account Reconciliation task, go to Practice Settings, Practice management, Workflows and toggle on the Statement balance setting.
Things to know
Make sure to pin the extension for easy access!
When you first install the Chrome Extension, you'll need to refresh any page you had open before you're able to start asking questions on that page. You'll only need to do this once.
This Chrome Extension also powers editing in Double's Xero Integration.