@Mark Wickersham Thank you I will try that. By the way, when you download the Comet browser Perplexity gives you a pro account for free.

@Sonia Zamarripa They just added an upgrade where you can link your Google or Outlook calendar and schedule out your week. It’s really helpful, but they don’t provide very good instructions on how to use the new functionalities so I had to spend quite a bit of time trying to figure it out. What I really like about it is that you can forward emails to it or directly into projects. I get so many emails that I need to deal with and I can easily create projects or tasks out of them so they don’t fall through the cracks. Now if I could just get the AI to create the tasks automatically from the emails I send it - that would be fantastic.

I used to love it - now - do I hate it - no. But the changes they are making are totally ridiculous. Yesterday, I went to bill one of my clients. I normally value bill, but when I get a one off project that I don’t know how long it will take, I bill by the hour. Keep my time in QBO. Not sure when it changed, but normally when you create an invoice for a client you have time on, it pulls up in the right pane of the screen so that you can add it to the invoice. Well that wasn’t happening so I went to the help to find out what changed, of course the instructions had the old info. Called Proadvisor help line - person told me it was a problem with the app I use to keep time. I told her no - time is in QBO - I need to apply it to the invoice. Puts me on hold to check with her supervisor. While waiting I go on the internet and find an article telling me to go to the Manage tab, then Suggested Transactions, then check Show Suggestions and wa-law you go through 3 new steps for what was an automatic function. When the QBO help agent got back on the line, she told me her supervisor said it was a problem with my time keeping app. I explained to her that I found the solution online. So I got that handled and sent my client an invoice. More problems - the invoice cutoff the calculation column. I had to switch to the new format from my custom format. So do I hate QBO - not yet but I’m getting there. And for anyone thinking that AI is going to take over our jobs, just know that's what we all thought when QuickBooks came out. But garbage in/garbage out - it was an absolute bonanza for our industry. Modern day example of how an AI bookkeeping firm will work - Bench that has filed for bankruptcy. Don’t be afraid of AI - use it to save time, but don’t use it as a crutch as it can reduce the quality of your services. PS - the AI invoice function in QBO hasn’t worked for months so I’m not holding my breath on QBO’s AI getting up to speed quickly. They don’t have the engineering bench of OpenAI.

@Clive Hand I am interested in how you get a ChatGPT Agent into QBO.

My personal favorite use of ChatGPT is also for travel planning. I am planning a camping/ boutique hotel trip from Niagra Falls to Vermont. Granted I created a very long prompt using deep research. The guide it created for me in less than 10 minutes is absolutely amazing. It even suggested scenic routes that I didn’t even ask it for. Can’t even imagine how much time it would have taken me to create something similar.