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Ask Intuit Intelligence for help with common tasks

by Intuit• Updated 6 days ago

Intuit Intelligence is your built-in AI assistant in QuickBooks Online and Intuit Enterprise Suite. Type a question or request in plain language and Intuit Intelligence can take action, pull up key information, or guide you through tasks so you spend less time searching and more time running your business.

Note: An active QuickBooks Online or Intuit Enterprise Suite subscription is required to use Intuit Intelligence. Multi-entity management is not supported at this time. Payroll actions require an active QuickBooks Online Payroll subscription.

What Intuit Intelligence can do

Use the following table to explore common tasks and example prompts. Just type your request in your own words and Intuit Intelligence will understand. You don't need exact phrasing.

Use caseWhat it helps withExample prompts to try
Set up your accountsConnect a bank account, fix account settings, or add accounts to your chart of accounts."Connect bank"
"Fix accounts"
"How do I add accounts to the chart of accounts?"
Manage transactionsCreate invoices, upload expenses, or delete bills."Create invoice"
"Upload expenses"
"Delete bill"
Review your booksDetect and review unusual or unexpected activity in your transactions."Anything off in my books?"
"What needs attention?"
"Check transactions"
Run payrollPay employees or create individual paychecks. Requires QuickBooks Online Payroll."Run payroll"
"Create paycheck"
"Pay employees"
Generate reportsCreate a PDF report, export data to a spreadsheet, or summarize trends."Generate a PDF of top expenses"
"Add expenses to this sheet"
"Make a report of sales trends"

Related links

Intuit Accountant SuiteQuickBooks Online AdvancedQuickBooks Online EssentialsQuickBooks Online Payroll CoreQuickBooks Online Payroll EliteQuickBooks Online Payroll PremiumQuickBooks Online PlusQuickBooks Online Simple Start