Introducing Intuit Intelligence

QuickBooks has built-in AI capabilities, unlike other AI tools. We connect your accounting and payments data to provide an overview of your business.

• AI learns your workflow, answers specific questions, and performs multi-step tasks.
• BI connects data points across your business to show patterns, trends, and future forecasts.

Because we use your real-time company data, you don't need to add files or write complex prompts to get personalised help.

Each eligible QuickBooks plan includes 25 Intuit Intelligence chat prompts per month.

Once used up, it stops, then it resets when the next billing cycle starts.

You can purchase the Intuit Intelligence chat add-on for $10/month.

The add-on gives you access to an additional 100 prompts per month. It does not provide unlimited prompts, and there are currently no plans that offer unlimited prompts.

• QuickBooks: Select Add more prompts when the message appears after you reach your limit.
• Online purchase page: Visit the Intuit Intelligence chat Add-on page.

These are available immediately and renew monthly with your subscription.

1. Go to Settings and select Subscriptions and billing.
2. Select Cancel, then follow the steps.

Note: It remains active until the end of your current billing cycle.

• Conversational experience: Access a back-and-forth chat with history, source links, and memory in both full-page and companion views.
• File analysis: Use the chat interface to retrieve info, summarise, or analyse files.
• Business intelligence: Ask data-related questions about specific key performance indicators (KPIs) and reports through contextual access points.
• Conversational search: Retrieve filtered data and find specific lists of transactional records or entities.
• Business brainstorming: Use a strategic sounding board to get new ideas, solve complex problems, and innovate, based on your business data.
• Conversational report builder: Ask Intuit Intelligence to build or customise reports with specific filters and date ranges without navigating complex menus.
• Root cause analysis: Ask "why" your financial metrics changed and get a detailed breakdown of the specific customers, suppliers, or products driving the anomaly.
• AI-generated report summaries (QuickBooks Online Advanced only): Automatically generate written executive summaries for your Management Reports to explain the financial data to your stakeholders.
• Accounting policy templates (Intuit Accountant Suite (IAS) Accelerate only): Establish custom, firm-wide rules that guide exactly how Intuit Intelligence categorises and handles transactions for specific clients or industries.
• Skills Hub: Build your own AI-powered automations by describing a task in your plain language, or start from a template. Track everything that's running, paused, or needs attention from one place.

Important: At this time, this is only available to primary and company admins.

• Select the Intuit Intelligence icon to open the assistant.
• Select the close icon on the assistant pane to close. It remains closed for the rest of your session.
• To stop Intuit Intelligence from opening automatically, enter one of the following prompts:
  • "Stop showing me this."
  • "Stop opening this pane automatically."
  • "Disable Intuit Intelligence."
  • "Turn off the AI assistant."

In the Intuit Intelligence pane, select the full screen icon to see your chat history. Find your past chats under the Recent tab.

Select the thumbs up or thumbs down icons to tell us how Intuit Intelligence did. This helps it learn and get better.