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Customer Hub

Strong customer relationships, so you’re good to grow

With the new Customer Hub and Customer Agent, you can grow your business and support relationships from leads to loyal customers—right in QuickBooks.

Surface more leads

Customer Agent icon

Lead management done for you

Your Customer Agent identifies new leads in your email inbox and drafts personalized follow-ups for you to edit, review, and send, so you can keep business growing.

Grow from leads to loyal customers

intuit assist creating auto-generated invoices

Make a polished first impression

Design and send professional, personalized proposals, and get easy client approval with e-signatures and online deposit payment, turning prospects into customers.

intuit assist creating auto-generated invoices

Right-away referrals

Encourage satisfied customers to refer your services whenever, so you never miss an opportunity to expand your reach.

intuit assist creating auto-generated invoices

Manage customer data in one place

Get a 360-degree view of your history with every customer, including notes added, proposals sent, contracts signed and feedback received.

intuit assist creating auto-generated invoices

Track and close deals with confidence

Track leads and lead status in the sales cycle, and send and store contracts with e-signatures to stay organized and close deals faster.

intuit assist creating auto-generated invoices

Do everyday tasks from everywhere

Add customers and vendor info, capture photos, notes, and project details, even generate and send invoices and estimates from photos—right in the QuickBooks mobile app.

intuit assist creating auto-generated invoices

Never miss a follow-up

Easily prioritize your workload, with task sorting by project, customer, or due date to keep you organized for next steps.

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Get new customers

Get the word out. Now you can manage leads, referrals, testimonials, contracts, and more in Customer Hub—right in QuickBooks.


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Strengthen relationships

Happy customers, strong business. Support relationships from leads to loyal customers, right in QuickBooks with Customer Hub.


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All in one. Get it done.

Amp up efficiency with AI agents and optional access to trusted experts.*

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All plans feature
titleImageIntuit Assist
Automate tasks, get paid faster1
Eliminate tedious tasks and personalize client communications with AI-powered automations. Plus, Intuit Assist's automated invoice reminders help you get paid 45% or an average of 5 days faster1
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titleImageExpert Assisted
Get bookkeeping help, FREE for 30 days*
*Connect with Live experts when you need it. They can provide setup help and bookkeeping guidance in QuickBooks, so you can stay organized and run your business with confidence. Free for 30 days. No auto-renew.
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titleImageExpert Tax
File business taxes with expert help
Save time and effort by seamlessly moving from books to taxes, then prepare your current tax year return with unlimited expert help to get every credit you deserve. Access live tax experts powered by TurboTax. Costs vary by entity type. Subject to eligibility.
See more
Simple Start
Build your financial foundation
$38
$19/mo
Save 50% for 3 months*
1 user
Includes access for your accountant
Invite your accountant to access your books, control user-access levels, and share reports without sharing a log-in.**
Includes:
Intuit Assist
Smart expense organization
Boosts your efficiency by reviewing and organizing your transactions
Intuit Assist uses next-level intelligent automation to speed up expense categorization with improved accuracy.
  • Automated bookkeeping
    QuickBooks learns how you categorize income and expenses and then automatically matches and records transactions from then on.
  • Invoicing and payments
    Accept credit cards and bank transfers in the invoice with QuickBooks Payments, get status updates and reminders.
    Powered By
    Intuit Assist
    See more
  • Automated bank feeds
    Connect your bank accounts directly to QuickBooks to automatically sync transactions for accurate, real-time data.
  • Onboarding and migration
    Experts guide onboarding and migration so you're up and running fast, with no missed data or disruption.
  • Automated bill pay
    5 free ACH payments/mo
    $0.50/standard ACH transaction over monthly allotments. Allotments may vary.**
Essentials
Save time and focus on growth
$75
$37.50/mo
Save 50% for 3 months*
3 users
Includes access for your accountant
Invite your accountant to access your books, control user-access levels, and share reports without sharing a log-in.**
See more
Simple Start features, and:
Intuit Assist
Accounting Agent
Posts transactions quickly—with explanations and predictions
Bookkeeping reimagined for today. Smart books that go beyond intelligent categorization to deliver cleaner, more accurate books.
Payments Agent
Helps create tailored strategies to get you paid faster
Cashflow, on autopilot. Automate invoices and track late payments—plus get personalized prompts to help you get paid faster.
Customer Favorite
Plus
Scale with greater clarity
$115
$57.50/mo
Save 50% for 3 months*
5 users
Includes access for your accountant
Invite your accountant to access your books, control user-access levels, and share reports without sharing a log-in.**
See more
Essentials features, and:
Intuit Assist
AI-powered reconciliation
Identifies potential issues and suggests solutions
Automagic AI reconciliation saves you time by proactively importing your bank statements to get your books clean faster.
Customer Agent
Prioritizes leads from your inbox and personalizes email followups
Turn interest into new business—automatically. Manage leads, follow-ups, and proposals with an AI agent that never drops the ball—built to accelerate your growth.
Sales Tax Agent
Identify potential issues and suggests fixes before you file
BETA
Finds and shows you any discrepancies between profit & loss and sales tax liability reports, gives explanations for why they happened, and suggests possible ways to fix them.
  • AI-powered profit & loss insights
    AI-powered insights proactively surface trends, anomalies, and what’s causing them, personalized to your business.
  • Anomaly detection and resolution
    Close your books in a fraction of the time with advanced AI that includes anomaly detection that automatically finds and resolves discrepancies with you in control.
  • Budgeting
    Create budgets with real-time data you can collaborate with your team on.
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Advanced
Boost efficiency and profitability
$275
$137.50/mo
Save 50% for 3 months*
25 users
Includes access for your accountant
Invite your accountant to access your books, control user-access levels, and share reports without sharing a log-in.**
See more
Plus features, and:
Intuit Assist
Finance Agent
Goes beyond P&L with financial planning and KPI analysis
Make faster, data-backed decisions and plan for the future with an AI planning agent that analyzes progress toward your KPIs and delivers scenario planning specific to your business.
Project Management Agent
Helps win bids and allocate costs to keep projects on time
BETA
Automatically create projects and track work with continuous project cost allocation, helping keep you more on time and on budget.
Looking for an ERP solution? Explore the NEW Intuit Enterprise Suite.
Important pricing details and product information
Intuit Assist logo

An AI agent for every job

See how a team of Intuit AI agents can help you complete tasks, surface insights, prioritize leads, and improve accuracy and profitability across your entire business.

Frequently asked questions

Connect with customers.
Grow your business.

Get started today and chart your path to growth with confidence.

Important pricing details and product information
How can we help?
Talk to sales 1-877-866-5232

Monday - Friday, 5 AM to 6 PM PT

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