New Improved: Bank Feed From/To Money-in Suggestions

Until now, QuickBooks only predicted the From/To field on money-out transactions. Every deposit, customer payment, and refund came into the bank feed with a blank payee — so you had to fill it in by hand, transaction after transaction. That manual entry is where duplicate customers and vendors creep in, reports drift, and the "done-for-you" promise breaks down.

This update brings AI predictions to the From/To field on money-in transactions, so deposits arrive with the right payee already suggested.

— money-in now matches to the actual customers and vendors already in your lists and fills the From/To field for you, the same way money-out transactions already do, so you're reviewing a real match instead of typing from scratch.

— money-in runs a dual lookup across both your customer and vendor lists, so a payment from a client resolves to the customer, and a refund from a supplier resolves to the right vendor — roughly 1 in 4 money-in transactions.

— by matching to payees that already exist in the books, the prediction helps you avoid creating duplicate customers and vendors and keeps your reporting clean.

This is now GA to 100% of accountants. Give it a try in the QuickBooks bank feed and let us know what you think in Bank Feed through your comments.