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ThomasJosephD
QuickBooks Team

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It's great to hear that you've switched back to the old banking view, robbh.

 

The AI suggestions you encountered are part of QuickBooks' new AI-native accounting automation model. This feature is designed to streamline bookkeeping processes, offering greater efficiency and transparency for accountants and customers alike. It integrates an enhanced user experience with advanced automation for transaction categorization and matching.

 

Please rest assured that, despite the implementation of this AI-native accounting automation model, you maintain full control of your bookkeeping workflow.

 

If you'd like to continue using the old banking page, you can switch back by selecting the Switch back to old banking page option under the Feedback button or clicking the Switch to previous version link.
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We would greatly appreciate it if you could share your feedback and suggestions with our development team regarding the AI-native accounting automation model. Your input helps us refine features and prioritize user preferences for future updates.

 

Here's how you can share your feedback:

 

  1. Click the Settings icon.
  2. Under the Profile column, select Feedback.
  3. Enter your suggestions and click Next.


I've also included an article that may be helpful to you in the future. It explains how to set up bank rules in QuickBooks Online: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

If you have any additional questions, feel free to reach out in this thread.

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