This beginner-friendly course teaches QuickBooks users how to put everyday AI tools like Claude to work for their business. You'll learn what AI can and can't do, how to write effective prompts using goals, context, format, and constraints, and how to evaluate results by checking assumptions, sources, and your own expertise. The course also covers best practices and personalizing AI, then shows you how to apply it to real tasks like creating content, drafting documents, and researching your market.
You’ll learn how to…
Understand what AI is and how it works
Know where AI helps and where you're still the expert
Spot hallucinations and avoid "digital deference"
Set up and personalize your Claude account
Write strong prompts with goals, context, format, and constraints
Treat prompting as a conversation and iterate
Check AI's assumptions and ask for sources
Use projects to analyze your QuickBooks reports
Generate content, images, and business documents
Draft and rewrite customer communications
Research your industry and competitors
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
Sep 8, 2026
Tue · 2:30 PM CT
Course Content
23 lessons · 41 min
Introduction to Practical AI1:13
AI Terminology1:04
What is AI?1:11
Large Language Models1:11
Your Role vs. AI's Role1:14
What AI Can Do1:34
AI Can Hallucinate2:58
Context Window1:50
AI Models2:33
What are Tokens1:31
Your Turn #11:39
Prompts Intro1:17
Good vs. Bad Prompts1:55
Good vs. Bad Prompts Cont'd2:27
Your Turn #23:08
AI Makes Assumptions3:10
AI Sources1:45
Your Turn #32:20
AI Best Practices1:49
Your Turn #40:40
Apply AI to Your Business3:01
Your Turn #50:48
You're the Expert - Recap1:00
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.
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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 17 certifications
17 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.
