Have your bank feeds started looking different lately? 🤔

QuickBooks has been changing them with AI, and here’s what I know about a lot of you.

You may have pushed bank feeds away because they kept making mistakes, miscategorizing things, and creating a mess you had to clean up later.

So you stopped trusting them. I get it.

But once you understand a few key principles, feeds stop being the thing that creates work and start being the thing that saves it.

Looking for the Intuit article about these changes? Click here to learn more.

In this walkthrough, I show you exactly how the new bank feeds work, where to find them, what each column means, how match and categorize actually work, and what those new AI symbols are telling you.

A quick thing that trips people up: the transactions in your feed do not post on their own.

They wait until you decide what to do with them. That’s a good thing, because you know your business better than any automation does.

Think of bank feeds like cruise control. They keep you moving and make the long drive easier, but you still want your hands on the wheel. 🚗

The column to really watch is Match/Categorize.

Match means QuickBooks already sees the transaction in your books, and you’re simply connecting the two.

Categorize means it’s only in the feed, and you’re telling QuickBooks where it belongs.

As for those AI symbols, a check mark means QuickBooks recognizes the vendor from your history, a blue circle means it’s fairly confident and has more detail for you, and an orange exclamation point means it has nothing to go on, so that one is worth a closer look. 💡

Once you understand these few principles, you can optimize your feeds, speed up your data entry, and stay current in just a few minutes here and there.

So things stop piling up, and you get back to what you’d rather be doing.

Ready to watch “How to Import Bank Transactions into QuickBooks Online”? Click here to dive in.

Want to find your favorite areas in QuickBooks Online more easily? Click here to watch this video on adding bookmarks.

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Want to feel more confident with your bank feeds?

Bank feeds can either save you hours or create a real mess, depending on whether they’re set up the right way. Moments like this AI rollout are a good reminder of how much easier things get when you actually understand what’s happening behind the scenes.

If you’ve ever felt unsure about your bank feeds, my Mastering Bank Feeds training walks you through the whole system in under an hour, how to build rules the right way, how to enter transactions quickly, and the little settings that make everything faster. 💡

Click here to get it today: https://CandusKampfer.com/feeds

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Share with us in the comments below. Have the new bank feeds been helping you or driving you a little crazy? ⤵️

#CandusKampfer