Bank Feed Secrets with Kathy Grosskurth

Podcast: Unofficial QuickBooks Accountants Podcast · Alicia Katz Pollock, MAT

Opublikowano: 2026-10-22

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. Sponsors: Intuit Accountants - http://uqb.promo/intuit Pi...