Learn about Accounting Agent features

Your Accounting Agent is one of the AI agents you get with QuickBooks Online EasyStart, QuickBooks Online Essentials, QuickBooks Online Plus, and QuickBooks Online Advanced subscriptions. It's here to help with powerful AI suggestions and automated features.

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Your AI-powered bank transactions page

QuickBooks comes with a full set of AI-powered features to help you take care of your bank transactions efficiently. These features are available for all QuickBooks subscriptions.

Your Accounting Agent

Continue reading for info on features specific to the Accounting Agent that help you automate your accounting further and save even more time.

Request more information on transactions

Note: This feature is currently available for QuickBooks Online only.

Sometimes you need more info on what transactions were for. Now you can request details and files by sending a single link for your accountant, client, or team to reply to. Your Accounting Agent helps automatically verify the right receipts are uploaded and that enough detail is provided. This helps reduce back-and-forth conversations and delays.

Advanced Accounting Agent features

These features are available with QuickBooks Online Plus, and QuickBooks Online Advanced subscriptions.

Use AI-powered reconciliation to save time

When you reconcile your bank accounts, you can now get AI support in finding possible issues. This can save you hours of tedious searching and guess work. Your Accounting Agent will provide clear explanations of any issues it finds and how to resolve them.

Other enhancements include improved layout for efficiency: collapse and expand your summary table, and see your statement and QuickBooks transactions all in the same view for quick comparison.

Find potential accounting issues in your reports

When you view your reports, QuickBooks gives you insights on new or unusual trends it sees. Your Accounting Agent can review and analyze the trends for potential accounting issues on your Balance Sheet or Profit and Loss reports. If it finds any issues, the agent shows you the root cause. You'll also get a detailed report to help you resolve the issue. Use this feature as a supplemental review so you can close your books with confidence.

Note: This is currently available across a majority of Balance Sheet and P&L accounts, but not all of them. Some of the top issues the agent can find are: AR/AP aging issues, duplicate transactions, miscategorizations, and income that should have been deferred.

To view your insights and review them with the Accounting Agent

Follow this link to complete the steps in product

1. Select either your Balance Sheet or Profit and Loss report.
2. Select the Insights button above the report.
3. Select Analyze Books with Accounting Agent. The Accounting Agent takes a few seconds to generate a root-cause analysis for anything that stands out among the displayed trends as having a root cause related to issues with accounting. 
4. If any potential accounting issues are found, you'll see “Accounting Agent reviewed” below the insight. Select it to view the root cause. Or, select the Suggested by AI in your report. 
5. View the insight and root-cause summary. Select Download detailed report to get a PDF with an expanded explanation to help you assess if any action is needed on your part to address potential accounting issues.