How to prompt like a pro in QuickBooks with Intuit Intelligence

What is Intuit Intelligence? A walkthrough for Accountants & Bookkeepers 0:00 Intro 0:20 What is Intuit Intelligence 2:04 How Intuit Intelligence comes to life 3:08 What Intuit Intelligence can do for you 7:05 How to craft a prompt 13:12 Outro What is Intuit Intelligence? It's not a chatbot. It's not a single feature. It's a new system of intelligence built directly into QuickBooks, combining three things: 1️⃣ Artificial Intelligence: advanced AI trained on 40 years of financial context, proactive and always on 2️⃣ Business Intelligence: real-time insights pulled straight from your QuickBooks data, no exports or waiting 3️⃣ Human Intelligence: expert oversight that adds confidence, complementing (not competing with) your own judgment What it can do today ✅ Analytics & Insights: ask questions about a client's business data, get revenue/cash flow/margin trends and scenario planning in seconds ✅ Actions & Guidance: task management, accounting setup, bank connections, anomaly detection, and generating/exporting reports ✅ Brainstorming & Help: business strategy suggestions, step-by-step QBO guidance, and file uploads (PDF/CSV) for analysis ✅ Seamless Workflows: works across QBO web, the desktop app, and mobile (with Payroll support coming soon) Also covered in this video: 📌 How to prompt Intuit Intelligence effectively. Think of it like briefing a smart, fast colleague: be specific, give context, ask for a format, and follow up 📌 Six practical tips to get better results (starting broad then narrowing, referencing earlier answers, telling it your audience, and more) 📌 A live demo inside QuickBooks: using Intuit Intelligence to review outstanding invoices and set up a prepaid expense amortization schedule from a simple chat prompt 📅 Looking for more? Register for our next live In the Know, Canada webinar: https://intuit.swoogo.com/itk-en 🔔 Subscribe for more Intuit Accountant Suite tips, AI feature breakdowns, and ProAdvisor updates. #IntuitIntelligence #IntuitAccountantSuite #QuickBooksOnline #ProAdvisor #InTheKnow #AIforAccountants #Bookkeeping #Accounting