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5 contributions to AI Community
Apologies - May be completely off-topic
I have become quite fed up with QBOA. Wish the old Desktop were still around. That being said, anyone else been been frustrated? Any other accounting software you recommend? The AI built into QBOA is making more problems with incorrect COA entries.
1 like • 4d
After hearing of all the frustration from Intuit's built-in AI, we never touch it. No need to with the efficiency of Claude. QBO's price is outpacing my clients now though, and Xero never suited me. Looking forward to checking out the other up and coming solutions Mark mentions in this chat.
🐛 If your Claude keeps "forgetting" your instructions, it's not you
I spent the best part of a month wondering why my AI kept losing track of who I was. Turns out it wasn't me getting something wrong. If you use Cowork and you've set up Global Instructions (Settings → Cowork → Global Instructions) to tell Claude who you are, how you like to work, your safety rules... you might have noticed they occasionally revert to an old version. You update them. They look right. Days later, they're back to something you wrote weeks ago. I checked properly. It's a known bug, not user error: - Settings → Cowork → Global Instructions can silently revert to a stale saved version - It happened to me repeatedly, on two different devices - It's logged on Anthropic's own bug tracker, with several separate reports of the same thing - As of now, it's still unresolved I've linked one of the open reports below if you want to see it for yourself 👉 https://github.com/anthropics/claude-code/issues/40175 The workaround that's worked for me... don't rely on that Settings box alone. If you have a folder connected to your Cowork session, put your real instructions in a file there instead (a CLAUDE.md file, if that means anything to you). Claude reads that straight off your files every time, and it isn't affected by this particular bug. Annoying to find. Easy enough to work around once you know. Has this happened to you, or has your Claude been behaving itself? 👇
2 likes • 12d
Yes this happened frequently. I ended up arguing with Claude and telling it way to often to update its memory and read it. So the main .md file should be put in each working folder; will it read multiple md files each time?
How we used AI at work
A client didn't have a spreadsheet for some data we needed. All they had was a couple PDF files of AR in a dropbox folder we couldn't download from. We used screen capture to get images that we put into AI for OCR, and told AI to create a spreadsheet adding the sheet with each new image we added. When we added the last image, AI ran totals and subtotals. And found that at least one set of data was missed. It told me the values to look for. It took me less than a minute to find the missing transaction. Everything match up after that. Whoo-hoo!
1 like • Jun 5
I have tried Chatgpt and Claude chat to reconfigure pdf files into excel spreadsheets and it takes several attempts to get the data and structure correct, with some manual work on my part also. What am I missing? You mentioned AI for OCR - is that part of a prompt I need to use, or maybe put into Codex instead?
1 like • Jun 8
@Samy Vel That detail is bound to get better results, thanks so much!
🤖 Google Just Announced a 24/7 Personal AI Agent ... and It Works While You Sleep
Last week at Google I/O, they announced something called Gemini Spark ... and this one is worth paying attention to. Spark is a personal AI agent that lives inside the Gemini app. But unlike a normal chatbot, it doesn't stop when you close your laptop. You give it a task, and it keeps working in the background ... even when your computer is off. Here's what caught my eye: - It connects directly to Gmail, Docs, and Slides ... so it can actually read your emails, summarise threads, and pull out deadlines without you doing anything - You can set it to do recurring tasks ... like checking your inbox for something specific every day or flagging overdue items - It asks permission before doing anything high-stakes like sending an email or spending money - It's rolling out to Google AI Ultra subscribers in the US first, with a desktop version coming this summer My honest take? This is where AI is heading. Not just answering questions when you ask ... but doing things for you in the background, on a schedule, across your apps. For accountants using Google Workspace, that's a big deal. We're still early days, but this is the kind of shift that will change how firms work over the next year or two. Have you tried any AI agents that actually do tasks for you (not just answer questions)? Or does the idea of AI working in the background make you nervous? I'd love to hear your take 👇
2 likes • May 26
Can't wait! I trust using security precautions as much as I trust buying online, which we do all the time with good sense protocols. Help keeping my inbox clean? I've been searching for that 😉
What is your favourite Claude tool?
2026 has been extraordinary (so far)... and Anthropic are building something astonishing. They have launched so many new tools it's hard to know which one to learn first. So let's help each other... Which is your favourite (if you could only have one), and in the comments 👇 say why. And if you're not using Claude, why not? What's stopping you?
Poll
12 members have voted
3 likes • Apr 21
I am loving Claude, my new bestie as business partner. That's part sarcasm - I'm not getting weird by replacing AI with the human elements. But when I've felt overwhelmed by special projects, it has saved me a lot of time and frustration. For example, an e-commerce client that had hundreds of inventory items over 2 websites with no real tracking system; Claude took several csv files and created a useable, importable list with new SKUs. Another client ran an end-of-year payroll that had all incorrect amounts and deductions. It happened just before switching to another payroll provider. What a nightmare - until Claude walked me through all the correction amounts and journal entries, complete with audit-ready explanations. CoWork is currently setting up my practice management processes in ClickUp, something I had been putting off but now enjoy. And there is more. If you're hesitating for fear of learning a new software, don't! Just jump in and ask Claude what it can do with a problem you're having. It is a patient, intelligent teacher, as is Mark Wickersham!
2 likes • Apr 22
@Mark Wickersham Thanks. I'm looking forward to learning more about how to setup CoWork better!
1-5 of 5
Laura Bauml
2
8 points to level up
@laura-bauml-4017
Bookkeeper/Accountant for several clients remotely

Active 4d ago
Joined Feb 18, 2026
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