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Introducing Intuit Intelligence

by Intuit• Updated about 14 hours ago

Learn about Intuit Intelligence.

Intuit Intelligence combines artificial intelligence (AI) and business intelligence (BI) to give answers and automate financial tasks in QuickBooks. We use your company data to give custom insights and help with your business goals without manual entry.

Note: At this time, this is available for QuickBooks Online.

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.

  • 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.

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

  • Select the Intuit Intelligence icon A blue and white computer keyboard with a blue background. from your navigation menu to open the assistant.
  • Select the close icon Image of the clear icon. on the assistant panel to close. It remains closed for the rest of your session.

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

Select the thumbs up A square shaped object with a black arrow. or thumbs down A black square shaped object with a white arrow. icons to tell us how Intuit Intelligence did. This helps it learn and get better.