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?
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Lacey Riley
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AI Agents in QBO - Is it working for you?
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