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Jul 30, 2025 41 min

New AI Powered Bank Feed

from Workshop Wednesdays Hosted by Dan DeLong and Rachel Dauchy

The Bank feed has changed (again) Rachel and Dan discuss the highlights of the new changes. New Bank Feed Blog: https://www.schoolofbookkeeping.com/blog/AIBankFeed Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE Brought to you by http://www.schoolofbookkeeping.com - Keep Learning 00:00 Introduction to Workshop Wednesdays 00:45 The Importance of Bank Feeds in QuickBooks 03:42 Challenges and Flexibility in Bank Feeds 07:44 Adapting to Changes in QuickBooks 14:34 New AI-Powered Bank Feed Features 20:31 Exploring the New Bank Feed 20:45 Challenges with Smart Suggestions 21:48 AI and Technology in QuickBooks 25:50 Navigating the New Bank Feed Interface 28:11 Feedback and Improvements 38:59 Upcoming Topics and Conclusion

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This episode is 41 minutes long.

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This episode was published on July 30, 2025.

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