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Join date: Feb 3, 2023
Posts (174)
Aug 13, 2026 ∙ 4 min
Why QuickBooks' New AI Auto-Categorization Creates Cleanup Work — and How to Catch It
QuickBooks Online has spent 2026 rolling out expanded AI-powered categorization to nearly every file. On paper, it sounds like a gift: the software now studies your past transactions and codes new ones for you, automatically, the moment they land in the bank feed. Less clicking, fewer decisions, faster books. For a business owner who dreads the categorization grind, that's an easy feature to fall in love with. Here's the part the marketing doesn't mention. Automation doesn't remove the...
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Aug 9, 2026 ∙ 6 min
What AI Can Do Inside Your QuickBooks Online — and What You Should Let It Do
QuickBooks Online is now an AI-assisted product. Here is a plain-language guide to what its AI can do, which suggestions to trust, and what to always review before you post.
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Jul 30, 2026 ∙ 5 min
How to Reconcile a QuickBooks Online Account That's Months (or Years) Behind
When a bank or credit card account in QuickBooks Online hasn't been reconciled in months — or years — the balance on your screen stops meaning much. Reconciling is how you prove that what's recorded in QuickBooks actually matches what happened at the bank. Once it's been skipped for a while, the gap only grows. The good news: catching up is a methodical process, not a mystery. Here's exactly how to work through it in QuickBooks Online, one statement at a time. What reconciling actually does...
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