QBO’s New Error Detection AI Agent
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QBO’s New Error Detection AI Agent

Jim Dzundza, Staff Product Manager for QuickBooks Accounting Automation, joins the show to demonstrate the revolutionary AI features rolling out in QuickBooks Online's new platform. From PDF statement uploads that eliminate manual data entry to intelligent anomaly detection that automatically flags unusual transactions in financial reports, these tools are designed to reduce bookkeeping time without replacing human expertise. Jim walks through live demos of the collaboration tools, AI-powered reconciliation, and the accounting agent's ability to surface potential errors and duplicates before they become problems.

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  • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
  • (01:31) - Jim's Journey with QuickBooks
  • (04:35) - New QuickBooks Online Platform
  • (07:14) - AI Agents in QuickBooks Online
  • (11:17) - Bank Feed Enhancements
  • (18:30) - AI-Powered Reconciliation
  • (19:59) - Error Resolution Process
  • (20:52) - AI Reconciliation and Duplication Detection
  • (21:45) - Release Timeline for New Tools
  • (22:35) - Anomaly Detection in Financial Statements
  • (26:16) - Demo of Anomaly Detection Tool
  • (37:00) - Future Enhancements and Feedback
  • (40:59) - Conclusion and Upcoming Training

Resources 
Email: unofficialquickbookspodcast@gmail.com

Alicia’s QBO Hands-on Training starts July 21! http://royl.ws/QBO-complete?affiliate=5393907
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Creators and Guests

Alicia Katz Pollock, MAT
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.
Jim Dzundza
Guest
Jim Dzundza
Staff Product Manager, QuickBooks Accounting Automation