Use Intuit Assist in QuickBooks Online

Learn how to use Intuit Assist in QuickBooks Online.

Intuit Assist is a generative artificial intelligence (GenAI) tool that helps you automate tasks. It creates invoices, bills, expenses, and estimate forms efficiently. This saves you time and keeps you organized.

Note: Business Feed isn’t available in QuickBooks Advanced.

Use Intuit Assist

Admin users can use Intuit Assist through the Business Feed or Autofill from file. This lets you manage your data faster. Here's how.

Business Feed

Follow this link to complete the steps in product

1. In the Autofill ▼ dropdown, select the transaction type that you want to create.
2. Select the Select a file or drag the file. This creates your transaction automatically.

Autofill from file

1. Go to + New, then select the transaction you want to create.
2. Select the Autofill icon to open the side panel.
3. Select Autofill from file or directly drag the file. This creates your transaction automatically.
   Tip: You can also select Images and scan to upload from your iOS 17+ device.

Use autofill invoices and reminders

Automate your billing process for invoices and reminders to save you time.

Invoice overdue reminders

Intuit Assist helps you create invoice reminders for your customers. You can create automated invoice reminders or you can send it when you want to.

Autofill invoices

Intuit Assist can create and send your invoices faster by adding files, images, or text. It also gives you free invoice templates to send to your customers.

Use autofill bills

Automate your bill emails and fill them out faster to keep track of your expenses.

Convert an email into a bill and review

Forward emails to QuickBooks and turn them into bills. The bills will appear in your Business Feed for you to review and pay.

Autofill bills and expenses

Intuit Assist lets you fill out bills and expense forms faster by adding your files, images, or text.

Use Estimate forms

Provide customers with an estimated price for services or products. Once they are accepted, it can be converted into an actual invoice for payment.

Intuit Assist protects your data and makes sure it follows AI Principles. We keep your information safe and help you understand how AI works.