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Intuit Assist and AI Agents in QuickBooks Online

Intuit Assist and AI Agents in QuickBooks Online

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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 Difficulties
02:20 Travel Stories and QuickBooks Updates
04:34 AI Agents in QuickBooks: An Overview
12:38 QuickBooks AI Agents by Subscription Plan
20:33 Deep Dive into AI-Powered Accounting Agents
21:26 The Shift from Full Charge Bookkeeping to Client-Owned Data
25:24 Cautious Tips for Using AI in Accounting
25:59 Advanced Features of AI-Powered Accounting Agents
26:52 Exploring the Payments Agent
27:58 Finance Agent: Key Financial Insights
31:47 Project Management Agent in QuickBooks
33:35 Discoverability and User Interface Changes
36:09 Accountants' Perspectives on AI in Bookkeeping
42:11 Leveraging AI for Advisory Services
44:18 Upcoming Topics and Conclusion

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