Reference
Reference
Look up Wesley statuses, supported files, transaction decisions, connection steps, and common fixes.
Use this section when you need an exact term, supported format, connection step, or troubleshooting path while working in Wesley.
Quick lookup
- Connect Wesley to Claude or ChatGPT has a copyable setup prompt and a three-step guide to connecting your AI app through MCP.
- Personal API Keys explains how Claude, GPT, and scripts can call Wesley as you, including authentication, client selection, and request examples.
- Statuses and Glossary explains connection, transaction, document, rule, client-work, reconciliation, and QuickBooks comparison states.
- Supported Files lists accepted uploads, conversion outputs, and report exports.
- Transaction Categorization helps reviewers choose among Post, Match, Transfer, Exclude, and Ask client.
- Connecting Bank Accounts is the concise Plaid connection and reauthorization checklist.
- QuickTool for QuickBooks Online explains the focused firm/company selection and connection actions.
- FAQ and Troubleshooting collects common integration, transaction, document, access, and workflow problems.
For a full task from beginning to end, use Guided Workflows. For feature-specific detail, return to the relevant Bookkeeping, Records, Reports, Collaboration, or Integrations guide.