Use the Business Feed in QuickBooks Online
by Intuit•15• Updated 2 weeks 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 AI 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.
- Send 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 AI protects your data and makes sure it follows AI principles. We keep your information safe and help you understand how AI works.
Learn about the Business Feed
- The Business Feed serves as a landing page for all customers, providing timely, tailored insights, actions, and work done for you.
- It shows tasks that have been automatically completed for you and items that need your review.
- Its design speeds up your business by combining AI help along with human expertise - all in one place.
What you'll need
To use this feature, you must have an active QuickBooks Online account with Intuit AI included in your plan.
Use Intuit Assist autofill on the Business Feed
You can use Intuit Assist through the Business Feed to autofill transactions from your files. This lets you manage your data faster. Here's how:
- Go to Feed
(Take me there). - In the Autofill â–Ľ dropdown, select the transaction type that you want to create.
- 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 AI 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 AI 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 AI 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're accepted, it can be converted into an actual invoice for payment.
Intuit AI protects your data and makes sure it follows AI principles. We keep your information safe and help you understand how AI works.
See what jobs Intuit Assist can help you with
Quickly understand what Intuit Assist features are active and included in your QuickBooks Online plan.
- Go to Feed
(Take me there). - View which jobs Intuit Assist helps you and your business as part of your plan and what benefit each provides.
- To see all available AI, select Explore all agents. Here you’ll see what other AI you can set up in QuickBooks Online.
Personalize Business Feed for your needs
- Go to Feed
(Take me there). - Select the Filter Â
icon to select the categories relevant for your business.
- You can select multiple tiles and personalize your feed page to see categories that matter to you.
Snooze / Dismiss Business Feed tiles
- Go to Home.
- Select the menu
icon in the business feed tile you want to snooze. Then:
- Select Snooze for 2 weeks to snooze and restore the tile after two weeks.
- Select Don't show this again to permanently dismiss the tile until you manually restore it.
- Select Dismiss to dismiss the tile until you manually restore it, or a notification related to that tile is triggered (tile-specific behavior).
Give us feedback about the Business Feed
- Go to Home.
- Select the menu
icon, then select Give detailed feedback.
Frequently Asked Questions
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