How's my business doing? QuickBooks can answer that with a new Plugin in ChatGPT

Most business owners are busy running the day-to-day, and at the start of the month, they just want a simple answer to one question: How am I doing? For many, cash is tied up in unpaid invoices and seasonal swings in work, but missing payroll isn't an option. Now businesses can use the Intuit QuickBooks Plugin in ChatGPT  to make better business decisions.

Who owes me money? Can I afford to cover payroll this month? Those are the questions business owners are already asking themselves. Now, you can turn your questions into actionable answers in ChatGPT, powered by the same accuracy, security, and financial expertise you already trust in QuickBooks. 

Meet the QuickBooks Plugin in ChatGPT

QuickBooks turns your raw financial data into clear insight: profitability, cash flow, receivables and payables, and how your performance stacks up against similar businesses in your industry and region. With the Intuit QuickBooks Plugin in ChatGPT, you can check business health, benchmark against industry peers, manage invoices and collections, analyze payroll, explore financing options, and much more, all from one conversation.

QuickBooks has always helped businesses understand and manage their finances. Now, we’re bringing those insights to customers directly in ChatGPT, making it easy to get informed answers in the flow of their conversation. With the Intuit QuickBooks Plugin in ChatGPT, businesses can turn their financial data into actionable insights, helping them make informed decisions, get paid faster, keep payroll costs in check, and understand their readiness for financing, all within the conversation.

Nine skills, one conversation

The Intuit QuickBooks Plugin in ChatGPT brings together all 50+ QuickBooks tools, enhanced by nine new skills designed around the outcomes that matter most to businesses, from making more informed decisions and getting paid faster to managing payroll, and understanding financing readiness.

Make better business decisions

1. Business health snapshot: Get a clear view of how your business is performing across your P&L, cash flow, balance sheet, accounts receivable, and sales. Ask, “How did my business do this month?” to see what’s up, what’s down, and what may need your attention, along with actionable recommendations on where to focus next.

2. Industry benchmark: See how your business performance compares with similar businesses in your industry and region. Ask, “How am I doing compared to others in my industry?” to understand where you’re performing well, where there may be room to improve, and which opportunities are most worth acting on.

Get paid faster

3. Invoice analysis: Quickly identify which outstanding invoices need your attention. Ask, “Which invoices are past due and should I collect on?” to see overdue invoices prioritized by factors such as balance and days overdue, helping you focus your collection efforts where they can have the greatest impact.

4. Invoice creation: Turn the context already in your Gmail conversations into invoices in QuickBooks. The skill can identify estimates or quotes that may be ready to invoice and, when you ask it to create one, use the latest information from the email thread to generate an invoice that syncs with QuickBooks. You stay in control, with the opportunity to review and make changes before anything is sent.

Keep payroll in check

5. Analyze payroll costs: Understand what’s driving your payroll spend and why it changed. Ask for an analysis of your latest payroll to see the factors behind changes such as overtime, headcount, pay rates, employer taxes, or seasonality, and get practical insights that can help you manage costs.

6. Payroll employee onboarding: Get a new hire set up in QuickBooks Payroll using the information you already have. Provide employee details or source documents, such as an offer letter or employee roster, the skill to help create the employee, assign their work location and initial pay, and identify any remaining steps needed to get them payroll-ready.

7. Set base pay: View and manage employee base pay through the conversation. Ask to review an employee’s current salary or hourly rate, give a raise, adjust pay, switch between salary and hourly compensation, or update contracted hours. You’ll review and confirm any change before it’s made in QuickBooks Payroll.

8. Payroll help: Get quick answers about your payroll setup and employees using your connected QuickBooks Payroll data. Ask about your employee roster, recent payroll runs, paycheck details, pay types, deductions and contributions, or time-off policies without having to hunt for the information yourself.

See if you’re loan ready

9. Lending: Explore financing options informed by your QuickBooks data. Ask, “What loan options do I have?” to understand options that may be available to your business, including relevant terms, and determine what next steps you may be able to take directly in QuickBooks.

Turn conversation into informed action

The Intuit QuickBooks Plugin in ChatGPT brings the context of your business into ChatGPT, so your conversations are grounded in the actual financial data you already trust Intuit QuickBooks to manage. That means more relevant answers, more informed decisions, and clearer next steps—all in the flow of the conversation.

Getting started

The Intuit QuickBooks Plugin in ChatGPT, with its skills and tools, is available in ChatGPT. To try it, connect your QuickBooks account and start with a simple question such as:

• "How's my business doing this month?"
• "How am I doing compared to others in my industry?"
• "Who owes me money right now?"
• "Show me the details of my latest payroll, and how I can manage the costs."
• "What loan options do I have?"

To learn more, watch the webinar with OpenAI that walks you through these workflows in more depth, with demos of how business owners can turn financial insight into action, directly inside ChatGPT using their secure, QuickBooks data.

QuickBooks meets you where you already are. It remains your system of record for your business finances, while allowing you to connect its powerful platform to ChatGPT, giving you a faster way to understand and act while leveraging the ease and convenience of ChatGPT. When you connect your data through the QuickBooks plugin in ChatGPT, it's backed by the same compliance and security standards Intuit applies across QuickBooks. You stay in control of what's shared and what actions get taken with your business's financial data.