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Use the Business Feed in QuickBooks Online

by Intuit•11• Updated 5 days ago

Learn how to use the Business Feed in QuickBooks Online.

Stay organized and manage your business by using the Business Feed in QuickBooks Online and Intuit Enterprise Suite. The feed combines human expertise with AI to show tasks completed by Intuit Assist and items that need your review.

  • Automate your billing process for invoices and reminders to save you time.
  • Create automated invoice reminders or you can send it when you want to.
  • Fill out invoices, bills, and expenses faster by adding files, images, or text.
  • or sending customers free invoice templates.
  • Automate your bill emails and fill them out faster to keep track of your expenses.
  • Forward emails to QuickBooks and turn them into bills.
  • Provide customers with an estimated price for services or products. Once accepted, convert it into an 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.

What you'll need

To use this feature, you must have an active QuickBooks Online account with Intuit Assist included in your plan.

Navigate the Business Feed

The Business Feed serves as a landing page for all customers. It shows off tasks that have been automatically completed for you and items that need your review.

Go to Feed Image of the Intuit Assist icon. (Take me there).

  • You’ll see which Intuit Assist features are active and included in your QuickBooks Online plan in the right-side panel. 
  • To filter which tiles and categories are shown on your dashboard, select Filter. Then select the categories you want to show.
  • To snooze a tile on your business feed, select the Menu Vertical ellipses icon., then Snooze.
  • To give us feedback about the business feed, select the Menu Vertical ellipses icon., then Give detailed feedback.

Note: To see all available AI agents, select Explore all agents. 

Use Intuit Assist autofill on the Business Feed

Use Intuit Assist through the Business Feed to fill transactions from your files faster.

  1. In the Autofill â–Ľ dropdown, select the transaction type that you want to create.
  2. Select the Select a file option. Or, drag the file to the designated area.
    This creates your transaction automatically and populates the form fields based on the source you uploaded.

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 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.

Frequently Asked Questions

When you open QuickBooks Online, you’ll land on your dashboard, where you can see the Business Feed. To navigate to your detailed Business Feed, go to Feed.

The Business Feed separates work done for you, suggestions, and items ready for review into individual tiles corresponding to different workstreams on the feed.
Note: Red usually means urgent or attention needed.

The Feed can help with many business tasks, such as:

  • Matching bank transactions
  • Sending payment reminders for overdue invoices
  • Generating bills from emails
  • Alerting you to cash flow issues

And more features are being added regularly.

You can review every automated task in the Feed. You can see what’s done and have the possibility to undo or change any automated actions.

  • Done for you: This means Intuit Assist completed the task and just needs you to know about it (like matching a bank transaction).
  • Ready for review: This means Intuit Assist prepared the task but needs your approval before finalizing it (like a payment reminder to send).

If you use the QuickBooks mobile app, tap Business Feed. It shows your most important tasks and notifications, just like the online version.
Note: The QuickBooks mobile app experience surfaces a bit less work done for you, but you can view all tiles on your mobile browser.

Partially. You can dismiss items you don't need, and select which automated features to turn on. We’re working on adding more customization in the future.

Related links

QuickBooks LedgerQuickBooks Online AdvancedQuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple StartQuickBooks Solopreneur