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September 2, 2025
Question

how can I turn off all AI agents in processing transactions in my banking?

  • September 2, 2025
  • 1 reply
  • 18 views

Merchant account transactions are posting automatically to wrong customers with the same amounts due. How do I turn off all AI matching features as this is costing me much more time than it would to manually categorize.

1 reply

QuickBooks Team
September 2, 2025

Your experience matters to us, Cheryl,  and I understand how important it is to ensure transactions are matched accurately with your customers. 

 

While the option to turn off AI Agents is currently unavailable, I encourage you to share your feedback with our Product Development team. Your input on the QuickBooks AI assistant can help us improve and enhance our product.

 

Here's how: 

 

  1. Go to the Gear icon.
  2. Under the Profile column, select Feedback.
  3. Enter your suggestions or concerns.
  4. Click Next to submit.

 

If you have any other concerns, feel free to reply. The Community team is always here to help!