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Automate your path to growth with confidence with Intuit Assist for QuickBooks

To help small businesses like yours thrive, Intuit has launched Intuit Assist for QuickBooks, a generative AI (GenAI)-powered financial assistant, available on the QuickBooks platform. Intuit Assist delivers personalized, intelligent recommendations and streamlined tools to help you get work done and get paid faster. 


Many small businesses spend too much of their time on manual tasks. In a recent QuickBooks survey, 54% of respondents reported challenges with completing manual and repetitive tasks***. Respondents also reported their businesses spending an average of 25 hours a week on manual data entry***. They enter data, create invoices and estimates, and send invoice reminders to clients. These businesses often lack intuitive tools to help them automate their manual processes and get invoices paid faster.  


Kim Cross, owner of Zhi Bath & Body, who became an Intuit Assist for QuickBooks customer during the beta launch, says Intuit Assist saves her valuable time so she can focus on her core mission. “I got into business because I wanted to help people with sensitive skin get access to the products that would help them love their skin naturally. But I found that I was spending the majority of my time doing manual, administrative tasks that didn’t allow me to do what I got in business to do. When I started using QuickBooks Online, I loved how it automatically generated reports for me and helped me track my goals and growth, but the addition of Intuit Assist has truly made an impact on the time and effort I have to spend completing manual tasks like creating estimates and invoices.”

We do the work for you to review

From your QuickBooks Online homepage, you can access a new Business Feed offering a dynamic and proactive view of your business. The feed highlights the work that Intuit Assist can do and has done for you to review. This includes auto-generated invoices, invoice reminders, bills, receipts, and cash flow insights. You stay on top of your finances and gain better insights to make informed decisions.

You can also automate daily administrative tasks like creating invoices and estimates and auto-matching expenses. This lets you free up time to focus on the other areas of your business that drive growth and success.

Intuit Assist also helps businesses get paid faster with AI-generated invoice reminders for overdue invoices. With automated invoice reminders, businesses get paid 45% faster, an average of 5 days sooner1.

Automate your path to growth: Turn communications and documents into estimates, invoices, or bills

A person holding a smart phone in their hand.

Business owners often communicate with their customers and capture updates in different places—email, documents, and photos—even notes on paper or handwritten notes. Intuit Assist can automatically turn your business communication into estimates or invoices. This saves time by eliminating a lot of manual work. 

Simply forward an email from a customer or upload a photo of a document to QuickBooks Online. Intuit Assist will auto-generate an estimate or invoice for you to review and send, so you can close deals with your clients faster. 

Cross says, "I have a note-taking process I do to help with customer invoicing in QuickBooks, but now that workflow is significantly more streamlined thanks to Intuit Assist. Just last week, I was able to take a photo of notes from a meeting with a potential client, which Intuit Assist then translated into an estimate that I reviewed quickly and sent off for approval. It was so easy and with a click of a button, I was able to translate that estimate into a sale." Eighty-three percent of customers say creating invoices is easier with Intuit Assist2

With Intuit Assist, business owners can send emails, upload files, or scan a QR code to add images, then put those details into bill or expense form. This automation saves time and drives increased efficiency, while you keep full control of your client communications.

Generate invoice reminders for a faster way to more money

Screenshot of a pre-drafted invoice reminder from Intuit Assist

Intuit Assist detects invoices that are overdue and automatically drafts personalized invoice reminders that are proven to get you paid faster. These messages are personalized based on the client history and invoice status. You can review and edit the reminder to help ensure that you’re sending the best message for each situation. 

Then simply send and get paid an average of 5 days sooner. These reminders also help make it more likely that past-due invoices are paid. Overdue invoices are 10% more likely to be paid in full with Intuit Assist3, as it detects past due invoices and automatically drafts personalized invoice reminders.

Introducing Intuit Assist

Your new generative AI-powered financial assistant. Intuit Assist handles administrative items on your to-do list, so you can focus on big picture growth.

Seamlessly move from getting paid to automating books with accuracy

Intuit Assist does the work of extracting details from receipts and auto-populating them in QuickBooks by expense category, payment account, and vendor. This makes the receipt capture tool even more seamless. Intuit Assist can also automatically match transactions made through other products across the QuickBooks ecosystem, such as invoices paid using QuickBooks Payments or bills paid via QuickBooks Bill Pay**, to the corresponding bank transaction to help customers be confident in the accuracy of their books with minimal oversight. 74% of customers say Intuit Assist gives them a better idea of how their business is doing financially4. 75% of customers say Intuit Assist helps them save time on managing their books5.

Connect with an expert**

Whether you’re new to QuickBooks or have been using QuickBooks to run your business, Intuit Assist helps to streamline your setup process. Intuit Assist can help connect you with a live human expert to walk through what our platform can do to save you time and effort, and to help you customize your QuickBooks account for your business needs. Our QuickBooks Live experts can guide you through monthly categorization, provide guidance on bookkeeping, and answer basic tax questions.  Intuit Assist also lets our QuickBooks Tax experts find every deduction you are entitled to based on the latest tax code. This means you can keep all the money you deserve in your business.

Intuit Assist for QuickBooks Online helps you automate tasks for efficiency, power your cash flow, and grow without the grind. It’s available to QuickBooks Online and mobile web customers in the United States, and the photo-to-invoice feature is also available on QuickBooks Mobile.

Learn more or start using Intuit Assist in QuickBooks.

Introducing Intuit Assist

Get paid 5 days faster on average when you send invoice reminders with Intuit Assist, an AI-powered assistant right in QuickBooks.

Disclaimers:

**Requires QuickBooks Live Expert Assisted. QuickBooks Live Expert Assisted is a monthly subscription service that requires a QBO subscription and provides expert help to answer your questions related to the books that you maintain full ownership and control. An expert can guide you through QBO setup and answer questions based on the information you provide; some bookkeeping services may not be included and are determined by the expert. For more information about Expert Assisted, refer to the QuickBooks Terms of Service.

**Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. ‌For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.


**Intuit Assist and certain other AI features and functionalities are currently available at no additional cost to certain QuickBooks users. Pricing, terms, conditions, special features, and service options are subject to change without notice. Intuit reserves the right to discontinue the feature at any time for any reason in its sole and absolute discretion. Not all features are available with all products.


[1]  Based on US Intuit Assist Beta customers using outstanding invoice notifications and AI-drafted invoice reminder features, compared to customers sending standard invoice reminders to the same customers, from Jan 2024 to August 2024. Not available in QuickBooks Online Advanced.


[2] Based on a survey commissioned by Intuit of QuickBooks Online customers using Intuit Assist as of November 2024.


[3] Based on US Intuit Assist Beta customers using outstanding invoice notifications and AI-drafted invoice reminder features, compared to customers sending standard invoice reminders to the same customers, from January 2024 to August 2024. Not available in QuickBooks Online Advanced.


[4] Based on a survey commissioned by Intuit of QuickBooks Online customers using Intuit Assist as of November 2024.

[5] Based on a survey commissioned by Intuit of QuickBooks Online customers using Intuit Assist as of November 2024


***https://quickbooks.intuit.com/r/enterprise/business-solutions-survey-2024/


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