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Understand business trends and anomalies with Intuit Intelligence
Learn how to use Intuit Intelligence to understand why a number in your business changed. See which customers, vendors, products, or services contributed to the change, so you can identify what's driving your business performance.
When a business metric changes - profit dips, expenses spike, or an income account softens - it can take time to figure out why. Instead of reviewing reports manually, you can ask Intuit Intelligence a question in plain language. It analyzes your business data and identifies the customers, vendors, products, or services that contributed to the change. This article explains how to ask for an analysis and understand the results.
You can use this feature if you have any of the following:
QuickBooks Online (QuickBooks Online Simple Start, QuickBooks Online Essentials, QuickBooks Online Plus, QuickBooks Online Advanced, or QuickBooks Solopreneur)
Intuit Enterprise Suite
| Note: If you're an accountant using Intuit Accountant Suite (IAS), you can select a client and ask questions about that client. |
Ask Intuit Intelligence why a number changed
Use a natural-language question to get a root-cause breakdown of changes in your business finances.
Open Intuit Intelligence.
Type a question about why a specific account or metric changed. For example: Why did my net income drop last quarter? or What drove up my marketing expenses last month?
Submit the question.
Review the analysis. Intuit Intelligence calls out the specific customers, vendors, or products contributing to the change. For example, a 10% revenue decline was driven mostly by two specific customers.
Select one of the suggested follow-up prompts to dig deeper into the cause, or type another question.
| Note: Intuit Intelligence scans and compares large volumes of your historical transaction data to build this analysis, so a response can take a little longer than a simple question. |
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