Intuit Assist and AI Agents in QuickBooks Online

09/07/2025 47 min Temporada 5
Intuit Assist and AI Agents in QuickBooks Online

Listen "Intuit Assist and AI Agents in QuickBooks Online"

Episode Synopsis


Rachel and Dan discuss the Pricing Increase which, in part, is due to the launch of Intuit's AI Assist Agents throughout its ecosystem. We will breakdown which versions have what Agents, what they do and where adult supervision is necessary.
"Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.
Register for the Live sessions at: https://snip.ly/WSW Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE Get 30% off QBO MSRP referral link: https://snip.ly/GetQBO BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle 
Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!"
Rachel and Dan discuss the Pricing Increase which, in part, is due to the launch of Intuit's AI Assist Agents throughout its ecosystem. We will breakdown which versions have what Agents, what they do and where adult supervision is necessary. Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE Get 30% off QBO MSRP when you sign up with us today! https://intuit.me/4kEOBTN BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://www.schoolofbookkeeping.com/bundle
Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!
00:00 Introduction and Technical Difficulties02:20 Travel Stories and QuickBooks Updates04:34 AI Agents in QuickBooks: An Overview12:38 QuickBooks AI Agents by Subscription Plan20:33 Deep Dive into AI-Powered Accounting Agents21:26 The Shift from Full Charge Bookkeeping to Client-Owned Data25:24 Cautious Tips for Using AI in Accounting25:59 Advanced Features of AI-Powered Accounting Agents26:52 Exploring the Payments Agent27:58 Finance Agent: Key Financial Insights31:47 Project Management Agent in QuickBooks33:35 Discoverability and User Interface Changes36:09 Accountants' Perspectives on AI in Bookkeeping42:11 Leveraging AI for Advisory Services44:18 Upcoming Topics and Conclusion