How to opt into the beta for AI agent to help categories book keeping?

Welcome to the Community, hello263.

Before we proceed, could you clarify where exactly you saw the pop-up about the AI beta agent? Was it on the Banking page, the Reconciliation page, or somewhere else in QuickBooks Online? Providing this information will allow me to better understand the problem and provide you with the best solution.

If you’re referring to the banking page, QuickBooks Online recently launched an update with a new interface that includes AI features that are automatically activated. These tools help categorize your transactions by suggesting appropriate categories on the Bank transaction page. You don’t need to manually enable them, as they are already part of the update.

For more details about this feature, read this article:
Learn about the updates to the new AI-powered banking page.

If you’re looking at the sample banner below, simply click the Get started button to begin. 

Once done, you’ll see a confirmation message letting you know that you’re all set. Your new AI-powered banking page is currently being personalized to suit your needs, and you'll see a welcome page within a few days here when it's ready.

If you need anything else, leave a message by clicking Reply below.

Hi, hello263.

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

Please let us know if everything is now working as expected or if you’re still experiencing any problems.

We’ll be glad to assist further if needed.