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.
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: kathy@bookkeepingcleanandsimple.com
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
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Zamp - http://uqb.promo/zamp
Veltrix - http://uqb.promo/veltrix
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: kathy@bookkeepingcleanandsimple.com
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
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Creators and Guests
Host
Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT is the CEO at Royalwise Solutions, Inc.. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and member of the Intuit Trainer/Writer Network, Alicia is a popular speaker at QuickBooks Connect and Scaling New Heights. She has a Master of Arts in Teaching, with several QuickBooks books on Amazon. Her Royalwise OWLS (On-Demand Web-based Learning Solutions) at learn.royalwise.com is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.
