Discover QuickBooks' AI tools in this beginner-friendly course built to help you save time, prevent errors, and gain deeper insight into your bookkeeping. You'll explore each of QuickBooks' AI agents, including the Accounting, Payments, Customer, Finance, Project, and Payroll agents. The course also shows you how to use AI to build a KPI scorecard that tracks your business's performance at a glance.
You’ll learn how to…
Discover how AI can improve your bookkeeping
Use the Accounting Agent to save time
Manage payments with the Payments Agent
Handle customers with the Customer Agent
Get insights from the Finance Agent
Track work with the Project Agent
Streamline payroll with the Payroll Agent
Build a KPI scorecard with AI
This class is included in all of our training plans
Self-paced
All training plans include instant and lifetime access to this course.
Next live class · with Alyssa Bryan
Jul 15, 2026
Wed · 2:30 PM CT
This class prepares you for a certification exam:
Automation & AI Certified User Certification
Course Content
8 lessons · 1 hr 14 min
Introduction: Improve Your Bookkeeping with AI2:45
Accounting Agent22:32
Payments Agent10:47
Customer Agent7:57
Finance Agent6:47
Project Agent6:47
Payroll Agent8:51
KPI Scorecard7:26
What learners say about this course
“I now have a better understanding of how to use AI features in QuickBooks to streamline bookkeeping tasks. I can navigate different tools more efficiently, automate certain processes, and generate more accurate reports. This has helped me improve my workflow and confidence when handling transactions.”
arman o.
“You learn how AI actually shows up in tools like QuickBooks—automating categorization, spotting anomalies, and helping with forecasting. It’s useful if you run a small business or do bookkeeping and want to understand what the software is doing behind the scenes.”
Naomi V.
“The instructor was speaking slowly and clearly so that I could understand her and keep up with what she was teaching me. I also was happy that she was explaining everything so that I could understand it without having to go back and look up what she was talking about.”
Amanda C.
“I would recommend this course to my colleague because it is always good to learn new features. If AI feature is overwhelming, they can decide not to use. However, knowing more feature is always helpful as you know what is possible to do with QB online.”
Tomoko B.
Learner
Training only
1 user
$899.95
$599.95
30-day money back guarantee
Lifetime access to all included training
This course + 40 other courses
Live classes every weekday
Hands-on exercises
All future course updates
Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.
Most Popular
Certification
Training + Certification
1 user
$999.95
$699.95
30-day money back guarantee
Lifetime access to all included training
Everything in Learner
Training for all 7 certifications
7 QuickBooks certification exams
Practice exams and test prep
Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.
Team
Team Training + Certification
2-5 users
$1,799.95
$999.95
30-day money back guarantee
Lifetime access to all included training
Everything in Certification
Up to 5 users included
Certification for your team
Team progress tracking
Optional Live 1-on-1 Help continues at $90/mo. Cancel anytime.
