Introducing Intuit Intelligence

Intuit Intelligence combines artificial intelligence (AI) and business intelligence (BI) to provide instant answers and automate financial tasks in QuickBooks. We use your company data to deliver custom insights and help you act on your business goals without manual data entry.

Note: This experience is currently available for QuickBooks Online only. If you're an Intuit Enterprise Suite customer with a single entity business, learn how you can sign up for early access.

How Intuit Intelligence works

Unlike general AI tools, Intuit Intelligence is built directly into QuickBooks. We connect your accounting, payments, and payroll data to provide a complete view of your business.

• Artificial Intelligence (AI) learns your workflow, answers specific questions, and performs multi-step tasks. 
• Business Intelligence (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 upload files or write complex prompts to get personalized help.

The number of questions you can ask depends on your specific version of QuickBooks. To increase your question limit, you can upgrade your QuickBooks or purchase a product add-on.

Key features and capabilities

You can access Intuit Intelligence through the chat box inside QuickBooks to perform the following:

• Conversational Experience: Access a back-and-forth chat with conversation history, source links, and memory in both full-page and companion views.
• File Analysis: Use the conversation interface to retrieve information, summarize, or analyze files you have uploaded.
• Business Intelligence: Ask data-related questions about specific KPIs and reports through contextual access points.
• Conversational Search: Retrieve filtered data and surface specific lists of transactional records or entities.
• Business Brainstorming: Use the strategic sounding board to explore new ideas, solve complex problems, and innovate, grounded in your business data.

Manage the companion view

Intuit Intelligence includes a companion view that helps you work.

• If you don't need help, close the sidebar. The system will respect your choice and remain closed for the rest of your session to avoid distractions.
• To open the assistant at any time, select Intuit Intelligence from your navigation menu.

Provide feedback

After you use Intuit Intelligence to get an answer or finish a task, tell us how well it did with the thumbs up or thumbs down buttons. This feedback helps it learn your preferences and get better.