Bank Feed Secrets with Kathy Grosskurth

Alicia and Kathy Grosskurth of Bookkeeping Clean and Simple, two self-described bank feed geeks, walk through the revamped QuickBooks Online bank feed and the controls that let accountants decide how much to trust the AI. They cover the green, blue, and orange review signals, draggable columns, drag-and-drop attachments, grouping and sorting for large cleanups, new keyboard shortcuts, and automatic transfer pairing. They also dig into the new policy reviews and accounting settings, where each client’s required fields, review thresholds, and capitalization rules can be set. Sponsors: Intuit Accountants - http://uqb.promo/intuit Pilot - http://uqb.promo/pilot Zamp - http://uqb.promo/zamp Veltrix - http://uqb.promo/veltrix (00:00) - Welcome and Introductions (00:53) - Why Bank Feeds Matter (01:52) - AI Reset and Retraining (04:27) - Review Signals Explained (07:43) - Categorization History Tricks (08:45) - Customize the Banking Grid (12:21) - Attach Receipts Fast (15:07) - More Baby Gear Settings (18:06) - Warnings and Best Practices (21:12) - Batching With Group and Sort (23:35) - Posted Tab Auto Matching (25:54) - Keyboard Shortcuts and Focus Mode (28:08) - Account Switcher and Reorder (34:08) - Transfer Pair Matching (35:30) - Policy Reviews and AI Controls (41:29) - Guest and Host Updates (43:51) - Wrap Up and How to Engage LINKS Alicia’s Bank Feeds Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907 Find us at Intuit Connect in Booth 60! Connect with Kathy Grosskurth: Email: [email protected] Website: https://www.bookkeepingcleanandsimple.com YouTube: https://www.youtube.com/c/KathyGrosskurth/?sub_confirmation=1 Schedule an Initial Discovery Phone Call: https://calendly.com/kathygrosskurth/freeconsult We want to hear from you! Send your questions and comments to us at [email protected]. Join our LinkedIn community at https://www.linkedin.com/groups/14630719/ Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding