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QuickBooks® Training Library

AI in QuickBooks Online


Course
Quantity
For someone else
Alicia Katz Pollock
Quantity
For someone else
Purchase for $90 or enter access code

Master AI in QuickBooks Online! Learn how Intuit Intelligence’s AI agents perform accounting, payroll, and payments tasks to save you hours. Boost your productivity, automate manual work, and grow your business.

Course Description

AI isn't here to replace you—it's here to empower you. In this 2-hour session, we'll pull back the curtain on QuickBooks Online's latest AI-powered evolution. From intelligent agents that automate data entry and bank reconciliation to forecasting tools that turn raw numbers into actionable business strategy, you'll learn how to leverage the 'sparkles' throughout QBO to work smarter, not harder.

But this is not a “robots are taking over bookkeeping” class. This is a practical, real-world look at what QuickBooks AI can do, what still needs human review, and how accounting professionals can use these tools to reduce repetitive work while strengthening client advisory services. QuickBooks emphasizes that users remain in control, with opportunities to review, edit, approve, and decide how AI-generated suggestions are used. 

Stop fighting progress and start letting it work for you. Whether you are a business owner looking to grow beyond administrative tasks or a bookkeeper aiming to transition into a strategic advisor, this class will provide the 'human intelligence' needed to trust, verify, and master the new AI-native ecosystem. Join us to master the tools that save hours, reduce errors, reclaim your time, and help you grow.

Stop viewing automation as a mystery and start making it your competitive edge. Whether you are a dedicated bookkeeper, a ProAdvisor, or a business owner aiming for growth, this session provides the practical tools to transform the latest technology into a real-world asset.

 

What You’ll Learn:

  • Accounting Agent (Bank Feeds, Reconciliation, Anomaly Detection)

  • Payments Agent (Invoicing, Cash Flow Insights, Automated Reminders)

  • Customer Agent (CRM, Lead Tracking, Signature Requests)

  • Finance Agent (Performance Highlights, Forecasting, KPI Dashboards)

  • Payroll Agent (Time Tracking, Compliance, HCM Onboarding)

  • Analytics Agent (Business Intelligence, Trend Analysis)

  • Conversational BI (Natural Language Search/Scenario Analysis)

 

 

Included with this course

What You'll Get

Focused QuickBooks Online training, practical class materials, and lifetime access whenever you need a refresher.

▶

3 Hours of Focused QBO Training

Learn one specific QuickBooks Online topic, workflow, or problem area in a clear, practical class.

↻

Lifetime Access to the Recording

Rewatch, pause, rewind, and revisit the lesson whenever the topic comes up again.

⬇

Downloadable Class Materials

Get any notes, handouts, slides, checklists, and/or supporting materials provided with the class.

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Course Discussion and Q&A

Ask follow-up questions and get help applying what you learned.

✓

CPE and Certificate

Course includes 3 CPE credits, quizzes, polls, and a certificate of completion.

★

Practical Skills You Can Use Right Away

Build clearer QuickBooks Online knowledge you can apply in your own books or with clients.

Focused training. Practical materials. Lifetime access. Real QuickBooks Online knowledge.

 

 

 

Instructional Level

Intermediate

 

Course Length

3 hours

 

Course Credits

3 CPE, Certificate of Completion

 

Field of Study

Computer Software & Applications

 

Delivery Method

Group Internet-Based, QAS Self Study

 

Who should take this class?

  • Business owners and employees who maintain their company’s financial records

  • Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed

  • Seasoned users looking to glean essential nuggets of information to make using QuickBooks® easier and faster than before

  • Bookkeepers and Accountants who wish to brush up on their skills

 

Prerequisites 

  • Our “QuickBooks® Online Bootcamp” live course, or 

  • Prior QuickBooks® Online experience.

 

Advance Preparations

None

 

Who should take this class?

  • Accounting professionals (Bookkeepers, Accountants, and ProAdvisors)

  • Small business owners seeking to automate workflows

  • Business advisors looking to scale their services using AI

  • Anyone currently using QuickBooks Online who wants to leverage automation to save time

 

After taking this course you will be able to:

  • Identify the seven primary AI Agents integrated into QuickBooks Online and their specific functions.

  • Describe how the Accounting Agent improves bank feed accuracy, anomaly detection, and reconciliation workflows.

  • Recognize which AI-driven features and finance dashboards are exclusive to specific QBO subscription tiers.

 

 

 

 

Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.

 

Royalwise Solutions Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

 

 


Course Credits: 3 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Page Updated: July 2026
Course Updated: September 2026

 

 

 

 

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Here is the course outline:

1. How to Join the Live Class Zoom

Click the link below for instructions on how to join the live zoom

1 section
How to connect to the Zoom webinar

2. Watch the Videos: AI In QuickBooks Online (2026) COMING IN SEPTEMBER 2026

Master AI in QuickBooks Online! Learn how Intuit Intelligence’s AI agents perform accounting, payroll, and payments tasks to save you hours. Boost your productivity, automate manual work, and grow your business.

3. Quiz

Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

1 section
Course Evaluation Survey

Completion

The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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