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Good job! klcraft. I'm glad you've figured it out.
Currently, there is no option to delete a post. Instead, you can edit your entire post by clicking the three-dot icon and selecting "Edit Message."
For your additional information, the new AI Banking spreadsheet import feature is currently in beta and available for selected customers. Its purpose is to streamline the onboarding process for newcomers and those unfamiliar with financial management services like QuickBooks Online (QBO).
Though AI Banking has a new interface, the import process will remain the same and you can also switch back to the old banking page under the Feedback button.
If you need steps for manual importing, please refer to this article: Manually upload transactions.
I'll add this article if you'd like to use bank rules to automatically categorize transactions from your bank: Set up bank rules to categorize online banking transactions.
Whenever you need assistance with the task process or guidance on what to do next, feel free to collaborate with our QuickBooks Live Expert Assisted Team. These specialized professionals can help you with anything you need for your business.
Feel free to visit this page and click the Reply button if you have any inquiries about importing files or need further assistance with any other tasks you need for your business.
Good job! klcraft. I'm glad you've figured it out.
Currently, there is no option to delete a post. Instead, you can edit your entire post by clicking the three-dot icon and selecting "Edit Message."
For your additional information, the new AI Banking spreadsheet import feature is currently in beta and available for selected customers. Its purpose is to streamline the onboarding process for newcomers and those unfamiliar with financial management services like QuickBooks Online (QBO).
Though AI Banking has a new interface, the import process will remain the same and you can also switch back to the old banking page under the Feedback button.
If you need steps for manual importing, please refer to this article: Manually upload transactions.
I'll add this article if you'd like to use bank rules to automatically categorize transactions from your bank: Set up bank rules to categorize online banking transactions.
Whenever you need assistance with the task process or guidance on what to do next, feel free to collaborate with our QuickBooks Live Expert Assisted Team. These specialized professionals can help you with anything you need for your business.
Feel free to visit this page and click the Reply button if you have any inquiries about importing files or need further assistance with any other tasks you need for your business.
