Introducing your QuickBooks Online AI Collaboration Agent: Getting Answers Faster, Together

When something’s missing from a transaction, the last thing a customer (and you) want is a long back-and-forth. Your Collaboration Agent fills in the gaps by automatically generating questions or letting you request clarification yourself. It's all about faster answers, fewer delays, and helping customers keep things moving.

So what exactly is the Collaboration agent? Your Collaboration Agent in QuickBooks Online is a built-in tool designed to streamline communication between users, accountants, and bookkeepers directly within the platform. It enables context-specific messaging tied to transactions or reports, allowing real-time discussions. You can hide or show this feature in the Settings menu immediately above your bank transactions list. Select the show/hide option for Requests to suit your needs.

What can the agent do for me? It centralizes discussions tied to transactions and reports, making it easier to resolve issues, share real-time updates, and stay organized all without relying on external emails or messages. This feature simplifies collaboration for financial reviews, reconciliations, and approvals, fostering efficiency and reducing miscommunication.

Key Features and Benefits: Available to All QuickBooks Online Users except Simple Start:
-Smart draft: Auto-drafts context gathering questions from accountant to business and auto-suggests responses for your business. All to improve your response rate & response quality.
-Contextual agentic conversation: GenAI powered agent that intelligently drives the entire back-and-forth to collect the complete context of information.
-Business Feed tiles: These dynamic tiles appear in your Business Feed and serve as visual prompts, ensuring you don't miss any pending questions or requests for information. They help you stay on top of your communication and respond promptly.
-Document collection: Users can submit relevant documents directly within the conversation. The Collaboration Agent then extracts key information from these documents and understands their context within the ongoing discussion and task, reducing the need for manual data entry and clarifying questions.

Q & A:
Q: How much control do I have as an accountant/business owner over the Collaboration agent’s communication?
A: You retain full control over what gets communicated; messages are not sent automatically without your approval. The feature is designed to prioritize user oversight, so every auto-drafted message is a suggestion you can choose to send, modify, or discard. Customers can also initiate clarification requests when needed. Accountants can review, customize, and send messages to request additional context from the customer.
Q: What problem does the Collaboration Agent help solve for accountants?
A: Accountants spend 30% of their time chasing clients for missing info — this agent helps them gather it automatically.
Q: Where do these interactions show up for the QBO and QBOA users?
A: In the Business Feed, flagged tiles prompt the user to submit documentation and/or approve actions suggested by the Intuit Assist agent or your accountant.

Your Collaboration Agent in QuickBooks Online makes it easy for businesses and accountants to work together directly in the platform. You can chat in real time, share updates tied to specific transactions, and keep everything organized without relying on emails or other tools. Plus, you’re always in control of what’s shared, making collaboration simple, secure, and stress-free.