QBO's AI implementation

Hi Kgatmec, the AI features in QuickBooks are designed to automate tedious manual bookkeeping tasks, enhance data accuracy, and provide actionable financial insights.

Since the AI feature in QuickBooks Online (QBO) can't be disabled, I recommend sending feedback to our Product Development team. Your input could drive improvements in workflows and lead to better solutions in the future.

Regarding the Dashboard, you can customize the widgets on your QBO's home page by adding or removing those that suit your needs.

Here’s how:

1. Go to the Customize icon in the upper right corner of your home page.
2. Click on Add or remove widgets.
3. Select the widgets you want to include and uncheck the ones you do not want.
4. Once you’re done, click Save.

To locate your weekly expense reports and run all the open expense reports from last summer, you can use the Transaction Detail by Account report. Please follow these steps:

1. Go to the Reports menu and search for Transaction Detail by Account.
2. Set the Report period to This week.
3. Click on Customize, then filter by Transaction Type in the first dropdown and select options such as Expense, Check, or Bill under the equals dropdown.
4. Once completed, click Save As and name the report "Transaction Detail by Account Weekly Expenses".

To locate the expense reports for last summer, follow the same steps mentioned above and set the report period to Custom dates. You can also save the report if you wish.

For the weekly expense reports that are already memorized, you can email your memorized reports on a recurring schedule in QBO and set it to Weekly.

If you have any other questions or concerns about QBO, please let us know. We’re always here to help!

I used to be able to go to Expenses (which I had bookmarked for ease of access) and click on All Open Items. That's it. Two clicks. No complicated reports to design. No recurring automated messages and reports to create and send and monitor and manage. See how the AI "solution" is LESS helpful and LESS simple and MORE time consuming?