Simple QBO Systems
Bookkeeper based in 30A | Helping small business owners get their QBO clean, organized & tax-ready | Free QBO Health Check π
03/08/2026
Your CPA bills by the hour.
Every uncategorized transaction in your QBO is a question they have to stop and ask you.
That's their time....Your money.
Before you send anything to your accountant, go clear your For Review tab. Every single item.
That one step could save you hundreds in prep fees. π
Save this. You'll thank yourself later.
π Did you know this was happening? YES or NO π
03/07/2026
Tell me you do your own bookkeeping without telling me you do your own bookkeeping. π
The 4-month-old uncategorized transaction.
The Misc category that got OUT of hand.
The personal charge just sitting there. π
No judgment. Every single one is fixable.
Follow me β this is a safe space. π
π Drop your bookkeeping confession below!
Wait...did QuickBooks just change without asking me first? Yep. And you are not alone. π
QuickBooks quietly activated their new AI feature β called Intuit Assist β across every paid account in 2026. So if something looks different in your QBO lately, that's why.
Here's what it's actually doing in your account right now:
β Suggesting categories for your transactions
β Drafting invoice reminders for overdue clients
β Creating a to-do list for your books
The good news? Nothing changes without YOUR approval. You are still in control.
But now you know what it is β and why it showed up. π
Save this so you don't forget. And follow along β I break down every QBO update in plain English so you never feel behind.
π Drop a π
in the comments if this is exactly what you've been wondering about.
If you're not 100% confident checking your books for these,
comment CLUB to join QBO Confidence Club. π
Most successful business owners don't do it all themselvesβyou don't have to either.
My mission: help as many business owners as possible get tax-ready books.
Happy Valentineβs Day π
May your champagne be bubbly and your books be balanced. π₯β¨
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