New AI Powered Bank Feed

30/07/2025 41 min Temporada 5
New AI Powered Bank Feed

Listen "New AI Powered Bank Feed"

Episode Synopsis


The Bank feed has changed (again) Rachel and Dan discuss the highlights of the new changes.
New Bank Feed Blog: https://www.schoolofbookkeeping.com/blog/AIBankFeed 
Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday 
Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE 
Brought to you by http://www.schoolofbookkeeping.com - Keep Learning
00:00 Introduction to Workshop Wednesdays00:45 The Importance of Bank Feeds in QuickBooks03:42 Challenges and Flexibility in Bank Feeds07:44 Adapting to Changes in QuickBooks14:34 New AI-Powered Bank Feed Features20:31 Exploring the New Bank Feed20:45 Challenges with Smart Suggestions21:48 AI and Technology in QuickBooks25:50 Navigating the New Bank Feed Interface28:11 Feedback and Improvements38:59 Upcoming Topics and Conclusion