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5 contributions to AI Community
AI Agents in QBO - Is it working for you?
QBO now has AI agents built in. As usual they beta test on their customers and it’s not ready for primetime yet. It is optional to be on the new platform now, but all will be forced on the new platform in September. From what I’ve seen, I believe it will cost more time than the current platform with no AI. I haven’t had a chance to train on it yet, but the constant suggestion pop-ups, the cluttered screen (do we need 2 menus on the left in addition to an icon menu at the top)? I keep trying the upload a bill AI feature hoping at least that will work and it doesn’t. The reports screen is shrunk down due to all the screen clutter. I’m actually looking at moving to Intacct as the price of QBO is pretty ridiculous at this point even with my Proadvisor discount. Anyone having success with the QBO AI Agents?
1 like • 23d
I use ChatGPT Agent in QBO. I can let it work away on bookkeeping. Like today I had it do a supplier reconciliation for 2024 and 2025 for a supplier with a lot of transactions. It’s got it perfect. Created a CSV list of invoices and a draft email to go to the supplier requesting copy invoices. Last week I had CHATGPT Agent journal weekly payroll costs for 2025.
CHATGPT and OUTLOOK
When on CHATGPT Teams and connected to Outlook. I’m getting message that CHATGPT can’t review and summarise my emails for say today. It says it can’t see my emails. Is that everyone else’s experience too.
2 likes • Aug 25
Sorry it’s working I forgot to click the connector toggle on
ChatGPT Agent - moving from talking to actually DOING your stuff
The new ChatGPT Agent tool is starting to roll out to Plus and Pro users (not me yet 😭) This one’s a bit different — instead of just helping you talk about a task, it actually goes and does it For example: - you ask it to write an email, and it doesn’t just sit there — it sends it - you say “what’s on my calendar today?” and it checks, tells you, maybe even gives you some notes for your meetings - you ask for a report to be made and it turns it into a designed pdf Basically, it's going from assistant to actual action-taker If this works the way it could, it’s gonna be a game changer — especially for the boring admin stuff we all put off What are you hoping it’ll do for you? https://www.youtube.com/watch?v=1jn_RpbPbEc
1 like • Aug 7
Used it to connect with ideal clients on LinkedIn. It was amazing watching it work away. Needs a nudge every 30 mins though. But it worked flawlessly.
chatGPT 4.5…
I’ve now got this new model of chatGPT. Another model to be confused by? Should I make this my default model to use going forwards? Help!
1 like • Aug 7
CHATGPT 5 live stream today. It’s suppose to be a LEAP forward
CHATGPT Connectors > Microsoft
Has anyone in Europe been able to connect ChatGPT to their MS Sharepoint / OneDrive / Outlook I’m not seeing any options except GitHub
1-5 of 5
Clive Hand
2
13points to level up
@clive-hand-8868
Just me

Active 3h ago
Joined Mar 25, 2025
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