QuickBooks Online
Also known as: QuickBooks; QBO; Intuit Assist; Intuit Intelligence; QuickBooks AI agents
Accounting software whose built-in AI, Intuit Intelligence, categorizes expenses, answers questions about your books in chat and builds reports on request. Paid plans from $38 per month (Simple Start, AI chat included); a free plan without the AI features is listed (checked November 2026).
How to do it?
- 01
Pick a plan that includes Intuit Intelligence
Simple Start and higher list Intuit Intelligence features; the Free plan lists none, and Plus or Advanced add reconciliation and anomaly checks.
- 02
Sign in as the company admin
Only primary and company admins can use the Intuit Intelligence chat, and each eligible plan includes 25 chat prompts per month.
- 03
Open the Intuit Intelligence pane
Select the Intuit Intelligence icon to open the assistant pane; the full-screen view keeps past chats under the Recent tab.
- 04
Ask a plain question about your books
Ask why a number changed, request a filtered list of transactions, or ask for a profit and loss summary for a date range.
- 05
Build a report from chat
In Reports, open Ask a question, describe the report type, dates and filters, then select View Report and save the customization.
- 06
Check answers against the source links
Open the source links in each chat answer, compare the figures with your own reports, and rate the answer with thumbs up or down.