Hello there, rmsolisd.
I'm glad to see you're exploring the features in QuickBooks Online (QBO). Its AI tools are designed to make bookkeeping faster and more efficient.
Yes, QBO has AI capabilities, like Intuit Assist (your general AI assistant) and the Accounting Agent (the specific AI that handles your transactions). You can also refer to this article about the Intuit AI agent: Overview of agents in QuickBooks Online.
To address your second concern, it's important to note that while the Intuit AI assists you in categorizing data, the actual upload of files occurs in the Banking section. If you have a CSV file statement from your bank that you need to import into QuickBooks to begin your reconciliation, please follow these steps:
- Go to the Accounting tab.
- Select Bank Transactions.
- From the Link Account tab, select the dropdown option, then click Upload from file to upload your bank statement file.
Once your transactions are uploaded. You can start to reconcile. Here's how:
- Go to Settings or the Gear icon.
- Select Reconcile.
- Then, you'll need to select the Account you want to reconcile.
For a deep dive into the manual upload process, you can check out this guide: Manually upload transactions into QuickBooks Online.
You can use the Reply button below if you have further concerns about QuickBooks.
