QBO, IAS and IES Conversational Workflows

Conversational AI can now deliver workflows for subscribers to QuickBooks Online, Intuit Accountant Suite, and Intuit Enterprise Suite.

Not only can you get actionable insights, clear recommendations and routine tasks accomplished twice as fast as you would otherwise, but when client(s) pass their queries on to you, you will be able to more promptly assist your client(s) with using these AI features. 

What You Can Do.

These workflows, via the web or mobile app, include generating invoices, expenses, and bill transactions. They also include setup tasks, including connecting a bank, fixing a connection error, and adding an account to the chart of accounts. Additionally, accounting anomaly detection, running payroll, and creating exportable report PDFs, including CSV files based on customer commands. You also have access to enhanced accountant handoffs, with more prominent placement, chat, and transcript summarization.            

Why Use AI Generated Workflows.

By leveraging the Intuit Intelligence icon and AI agents, you can automate repetitive accounting tasks, free up time for higher‑value work, and get data‑driven insights without leaving QuickBooks Online. You can access this functionality from the top navigation in QBO, IAS or IES via the Intuit Intelligence icon.       

Simple to Use.

You can also use prompts like "Connect bank," or "Run payroll," or "Generate PDF of top expenses," to start these workflows. The key is to be specific in your prompts, and avoid ambiguity. Combine conversational search with file analysis to ensure the relevant data is being used.

Step-by-step.

1) Access Intuit Intelligence - look for the Intuit Intelligence icon in the navigation or within the new AI-enhanced interface. Click it to open the Intuit Intelligence chat window, which acts as your AI assistant.

2) Choose an AI Agent based on the task to handle - sending invoices, tracking payments, reconciling transactions, categorizing expenses, generating reports and forecasts. You want to select the agent that matches your workflow... for example, the Payments Agent for Invoicing, or the Reconciliation Agent for Banking.

3) Prompt the Agent to begin your workflow - you can begin simply and then adjust or supplement the prompt to change the workflow initially created. Say things like "Create a recurring invoice for active customer with a 30-day payment term," or "Reconcile all transactions from the last 30-days".

4) Refine the Steps - interact with the chat to refine the steps, add conditions, or adjust parameters. 

5) Monitor and Adjust - watch the workflow progress in the chat. If needed, provide feedback (thumbs up or down) to help the AI improve future workflow tasks. 

6)  Save Your Workflow - once your workflow is complete and accomplishing the task you intended, save it as a template. Then set a 'trigger' to automate the workflow as a recurring task. 

Disclosures:

Content (including images) adapted in part from Intuit media sources and QuickBooks in-product 'help'. Insightful Accountant publishes such adaptations for educational and informational purposes only.

QuickBooks Online, Intuit Accountant Suite, and Intuit Enterprise Suite are trademarked products of Intuit of Mountain View, CA.

Any other trademarks are used for informational and educational purposes, and we hereby acknowledge their registered owners.

Note: Some QBO, IAS and IES subscription types may have 'chat prompt limits' based on the subscription type. Monitor your chat prompts to ensure you remain within those limits or are prepared for additional costs when exceeding those limits.