QuickBooks Online AI: Ask Questions & Get Instant Financial Answers

If you use QuickBooks Online and spend time running reports, this QuickBooks AI tool helps you get instant answers. This QuickBooks reporting tool connects to your data and lets you ask financial questions in plain English.

In this demo, I show you a new AI-powered tool called Quick Query that connects to your QuickBooks Online account and lets you ask financial questions in plain English.

Instead of navigating dashboards and reports, you can ask:

• What were my total sales last month?
• What is my profit or loss for 2024?
• Who are my top 5 customers by revenue?
• Are there any overdue invoices?

This tool interacts directly with QuickBooks Online data and gives you instant answers.

It’s designed for:

Business owners

Bookkeepers

Accountants

Small business founders

This is an early demo version and I’m looking for feedback. Comment below with the one QuickBooks question you struggle to find.

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00:00 – Why QuickBooks Reports Take Too Long
00:32 – Introducing Quick Query (AI for QuickBooks Online)
01:05 – Connect to QuickBooks Online
02:20 – Ask: Total Sales Last Month
03:40 – Ask: Profit and Loss for 2024
04:30 – Ask: Top 5 Customers by Revenue
05:30 – Who Is This For? (Business Owners & Bookkeepers)
06:05 – Early Access & Feedback

Видео QuickBooks Online AI: Ask Questions & Get Instant Financial Answers канала Talk SaaS with Sagar