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SSLLC
Level 2

Thinking & Generating??

While preparing an invoice today, there appears to be a link of some sort labeled: Thinking and Generating.  Please advise.  Thank you.  

1 Comment 1
JanbonN
QuickBooks Team

Thinking & Generating??

The Thinking and Generating label you see when hovering over the Intuit Assist icon indicates that the AI is processing the customer's details, SSLLC.

 

This AI feature summarizes customer information, including their invoice history from the past year and the date they were added to your QuickBooks account.

 

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You can also generate statements to show customers summaries of their invoices, payments, credits, and balances.

 

To enhance your QuickBooks experience, consider collaborating with our QuickBooks Live Expert Assisted team. These financial professionals specialize in streamlining processes and providing tailored advice to meet your business's unique needs.

 

Please return to this thread if you have other questions about your invoices. We're here to answer them.

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