Get new customers to keep business growing

Expand your reach. Manage referrals, leads, phone and video meetings, and more in one place—Customer Hub.

A man with a beard and dark shirt sits at a desk, looking at a laptop. The bottom half of the image is overlaid with a "CUSTOMERS FUNNEL" graphic. This graphic shows six white cards in a row, each with a green top border: "Open leads 10 (1 new)", "Open estimates 6 (1 accepted)", "Open contracts 4 (1 sent)", "Open projects 3 (1 in progress)", "Open invoices 2 (2 need attention)", and "Reviews 2 (2 new)".

Turn leads into loyal customers

Support your sales cycle with Customer Hub, from surfacing leads to closing the deal—now in a more powerful QuickBooks.

REFERRALS

Right-away referrals

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

A screen displaying "3 Open requests" for referrals, listing names like Krista Miller and Kyle Laursen.

LEAD MANAGEMENT

Manage leads with confidence

Know you’re focused on the right opportunities, and track leads and their status in the sales cycle, all in one place.

A dashboard showing 32 reviews with a 4.5 average rating and a customer testimonial about landscaping service.

TESTIMONIALS

Get the word out

Seamlessly collect customer testimonials and post them to key review sites to increase visibility and trust with prospective customers.

A chart showing lead status with "40 Total Leads," up 34%, and a donut graph breaking down hot, warm, cold, and uncategorized leads.

APPOINTMENTS

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Connect one-on-one

Skip the back-and-forth between other apps. Allow your customers and leads to easily schedule phone or video meetings with you, right in QuickBooks.

A video conferencing screen showing two women, with an Intuit QuickBooks logo and meeting controls.

CONTRACTS & E-SIGNATURES

Close deals with ease

Send and store contracts with e-signatures in QuickBooks, so you can stay organized and close deals faster.

A screen showing a digital signature field with "Jennifer Klein" typed in and a cursive signature below it.
Customer Agent icon

Customer Agent

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Surface more leads

Your Customer Agent automates lead sourcing and prioritization in your Gmail inbox to help you save time and close more deals. Available in QuickBooks Plus & Advanced

All in one. Get it done.

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

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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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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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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.
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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.
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.**
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Simple Start features, and:
Intuit Assist
Accounting Agent
NEW
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
NEW
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.**
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Essentials features, and:
Intuit Assist
AI-powered reconciliation
BETA
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
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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.
  • 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.**
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Plus features, and:
Intuit Assist
Finance Agent
NEW
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
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Helps win bids and allocate costs to keep projects on time
Automatically create projects and track work with continuous project cost allocation, helping keep you more on time and on budget.
  • Custom user management and permissions
    Create and manage users and pre-defined roles, assigning them specific access levels to various areas of QuickBooks.
  • Custom report builder
    Build and save reports that are tailored to your business needs.
  • Data sync with Excel
    Seamlessly send data back and forth between QuickBooks Online Advanced and Excel for more accurate business data and custom insights.
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  • Revenue recognition
    Stay consistent, compliant, and credible with automated revenue recognition.
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  • Forecasting
    Use your historical financial data to analyze trends and create projections of future outcomes, so you can make better-informed business decisions.
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An AI agent for every job

See how Intuit’s AI agents can help you manage your books, customers, and expenses.

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Accounting Agent

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Customer Agent

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Finance Agent

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Payments Agent

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AProject Management Agent

Frequently asked questions

Connect with customers. Grow your business.

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

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How can we help?
Talk to sales 1-800-464-2915

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