article thumbnail

Intuit debuts AI agents for QuickBooks

Accounting Today

The new AI agents have been incorporated into a redesigned, personalized QuickBooks web layout. The QuickBooks mobile app interface has also been redesigned to deliver the AI agents on the go. Project Management Agent: Manages project quotes, milestones and budgets to keep businesses on track with their projects.

article thumbnail

Meet Your New Coworkers: The (Not-so-Secret) AI Agents in QuickBooks Online (But Keep Your Green Eyeshade Handy)

SchoolofBookkeeping

If you’ve logged into QuickBooks Online lately and felt like the platform suddenly got a whole lot smarter, you’re not imagining things. What Are QuickBooks AI Agents? ”) Which QuickBooks Plan Gets You Which AI Agent? QuickBooks Plan Included AI Agents What They Do (Trust but Verify!)

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Mastering Class Tracking in QuickBooks Online

AccountingDepartment

Efficient financial management is key to running a successful business, and QuickBooks Online provides a wide range of tools that help businesses keep their finances organized. One particularly useful feature is class tracking.

article thumbnail

New Automated 1099 Preparation available in QuickBooks Online

SchoolofBookkeeping

In a recent edition of Intuit's 'In The Know' webinar series, they recapped the latest demonstration on the 1099 enhancements available in QuickBooks Online Payroll. With QuickBooks' new Automated 1099 solution, accountants can simplify and streamline their 1099 filing process like never before. Let QuickBooks scan your transactions.

article thumbnail

Case Study: A Fast and Transformative Transition from QuickBooks to Sage Intacct in the Cannabis Industry

Withum

How a Growing Cannabis Organization Streamlined Financial Reporting with Intacct Case Brief A rapidly growing company in the cannabis industry needed to scale its financial management capabilities beyond QuickBooks’s limitations. We are very pleased with Sage Intacct and its transformative impact on our operations.

article thumbnail

QuickBooks Desktop Discontinuation Updates: Key Dates and Next Steps for Your Business

Withum

This article has been refreshed to include the latest announcement from Intuit about the discontinuation of support and security updates for QuickBooks Desktop 2022 after May 31, 2025, in addition to the previously announced changes affecting QuickBooks Desktop subscriptions that ended September 30, 2024.

article thumbnail

Our Team Is QuickBooks Online ProAdvisor Certified – Recertification 2025

Shay CPA

has successfully completed their QuickBooks Online ProAdvisor and Advanced ProAdvisor recertifications for 2025. Leverage AI‑powered insights : Intuit Assist brings proactive, AI‑driven recommendations into QuickBooks. We’re thrilled to announce that our entire accounting and tax team at Shay CPA P.C. Ready to Optimize Your Accounting?