The Chrome Extension
The Chrome Extension provides access to Double functionality while working in a client’s QuickBooks file.
It can be used to view and edit Client Details, Notes, and Files; ask Non-Transaction Questions from anywhere; and submit Transaction Questions directly from the bank feed.
Double's Chrome Extension also enables editing for Xero Integrated clients.
Demo: Chrome extension
Logging in
After installing the extension, logging in is required before questions can be submitted through to Double. This login is separate from being logged into Double in the browser.
To log in, click the extension in the top right-hand corner of the browser and select Log in. The video below walks through these steps.
The extension login page looks like this:
Asking questions in the QuickBooks bank feed
When asking questions to clients from QuickBooks' bank feed, transactions must still be classified or accepted from the bank feed in order to appear in Double and in the Client Portal.
Asking questions from the bank feed introduces an additional way to surface transactions in the close; however, questions cannot be edited outside of the date range for the close in progress.
For example, if a question is asked from the bank feed for an Aug '25 transaction,
The transaction question will still appear in the Jan '25 close under "Client Communication," but it cannot be edited there.
The transaction question will display a “New Close” tag under the transaction date, indicating that a different close must be opened to edit the transaction.
Asking non-transaction questions
Non-transaction questions can be asked to clients from anywhere by clicking the extension and selecting 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.
Account Reconciliations from QuickBooks Online
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!
💡 After the Chrome Extension is first installed, any open pages must be refreshed before questions can be asked on those pages. This refresh is only required once.