Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
dbarber
Level 1

How do I get AI features turned on for a client with QuickBooks Plus online subscription? My other clients with this same subscription have these features.

Specifically I want to be able to leave comments on the bank transactions screen to ask questions

1 Comment 1
JamaicaA
QuickBooks Team

How do I get AI features turned on for a client with QuickBooks Plus online subscription? My other clients with this same subscription have these features.

Hi, dbarber.

 

Enabling the AI features within a client's QuickBooks Online is unavailable as they are part of a phased rollout by Intuit. That's why even if a client has the same subscription as others, their account may be in a different rollout group.

 

Since Intuit is deploying these features in a phased approach, we can wait for the updates to be implemented. Alternatively, we can check if the client has the option to Try the new banking page that will switch you to the new AI experience.

 

Here's how to do that:

 

  1. Go to the My apps tab.
  2. Hover your mouse over Accounting, then select Bank transactions.
  3. Click the Try new banking page button beside the Link account dropdown at the upper right side of the page.

 

You can learn about updates to the new AI-powered banking page to explore tips and get answers to frequently asked questions.

 

If you have follow-up inquiries about the new banking experience, don't hesitate to reply. We'll be in touch to address them.

 

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us