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markm5
Level 1

Does anybody have labeling of the expenses gone mad witj thier AI and rules. For example zelle to sarah. Labeled as Humana sales. Or HBO Max as Humana sales. Why Intuit

 
1 Comment 1
BabyB
QuickBooks Team

Does anybody have labeling of the expenses gone mad witj thier AI and rules. For example zelle to sarah. Labeled as Humana sales. Or HBO Max as Humana sales. Why Intuit

Hi, markm5. Are you referring to the prepopulated notes, or the payor or transaction field?

 

QuickBooks relies on the data sent by your financial institution. If the labels are off, you can manually update them. Simply locate the transaction, click the Pencil icon, and enter the correct details.

 

The more you enter and categorize transactions, the more accurately the AI will suggest future labels and categories.

 

Let us know in the comments below if you have any other QuickBooks-related questions.

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