Podcast Episode Overview
Alicia and Dan examine all seven AI agents now appearing throughout QuickBooks Online, from the accounting agent that’s transforming bank feeds and reconciliation to the customer hub that’s building out CRM functionality. They test which features deliver genuine improvements versus which ones simply surface existing tools with new branding, sharing specific examples of where the AI surprises them with accuracy and where it still needs work. The discussion covers what’s available at each subscription level and practical tips for navigating the new interface while these agents continue to evolve.
Creators & Guests
- Host – Alicia Katz Pollock, MAT
- Guest – Dan DeLong
Sponsors
Podcast Highlights
(00:00) – Introduction and Hosts
(02:19) – Discussing AI in QuickBooks Online
(07:16) – Exploring QuickBooks AI Agents
(08:20) – Accounting Agent Deep Dive
(25:37) – Bank Reconciliation Enhancements
(35:36) – Payments Agent Overview
(36:47) – Leveraging Customer Insights for Better Invoicing
(37:24) – Maximizing Cash Flow with Late Fees and Reminders
(38:09) – Personal Experiences with Payment Agents
(50:31) – Finance Agent Overview
(01:00:52) – New Navigation Tips and Tricks
(01:03:58) – Upcoming Classes and Events
Links
Dan’s AI Agents Article:
https://www.schoolofbookkeeping.com/blog/QBOAIAgents
Accounting Agents Toolkit:
https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_us
Firm of the Future Articles:
Agentic AI: https://www.firmofthefuture.com/product-update/quickbooks-innovation-agentic-ai-2025/
Accounting Agent: https://www.firmofthefuture.com/product-update/closer-look-at-quickbooks-bank-feed-and-accounting-agent/
Accounting Agent Anomaly Detection: https://www.firmofthefuture.com/artificial-intelligence/quickbooks-anomaly-detection/
Payments Agent: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know-s4-e7-payments-agent/
Customer Agent: https://quickbooks.intuit.com/learn-support/en-us/help-article/intuit-assist/get-started-customer-agent/L6KtREjm9_US_en_US
Finance Agent: https://quickbooks.intuit.com/learn-support/en-us/help-article/intuit-assist/get-started-finance-agent/L0g3aJO6W_US_en_US
Dan and Alicia’s Passive-Agressive Income Course in November: https://www.schoolofbookkeeping.com/a/2148177904/FzeLMxRp, Use code OWL25 for 25% off
Alicia’s classes including the Accounting Agents:
New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907
Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907
Alicia’s Upcoming Classes:
Products, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907
QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907
Dan’s AI Agents Article:
https://www.schoolofbookkeeping.com/blog/QBOAIAgents
https://www.schoolofbookkeeping.com/
Schoolofbookkeeping YouTube: https://snip.ly/SOBYT
Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday
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This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.
