QuickBooks AI Agents Tutorial (2026)

About this video

David, who says he partnered with QuickBooks, tours the AI agents now built into QuickBooks Online, noting that higher plans unlock more agents. All plans include AI chat, Business Tax AI, and Accounting AI for auto-categorization; Essentials adds batch expense categorization and Payments AI; Plus adds AI-powered reconciliation, Sales Tax AI, and the Customer AI; and Advanced adds Finance AI and Project Management AI. Working from the Business Feed, he shows Business Tax AI suggesting commonly missed deductions for his example business, a limited-service restaurant / donut shop, such as food spoilage costs and home office items, with an ‘Add Expense’ flow — while warning it is not a certified accountant. The Accounting agent flags 4 of 22 transactions as highly confident and ‘ready to post’ for batch approval, though he warns it cares more about categories than vendors and does not handle split categories. Reconciliation can now start from an uploaded bank statement that supplies the ending balance and date and matches transactions, with AI guidance on a $560 charge not in the statement. Payments AI suggests late fees (flat fee or percentage, with a grace period) and can autofill an invoice from an email, contract, or photo of notes — in his demo, a catering order for 20 dozen assorted donuts, though he cautions quantities can be wrong and the invoice year reset to 2024. The Customer agent watches a connected Gmail or Outlook inbox (new leads take about 24 hours to sync), scores opportunities warm, hot, or cold, summarizes threads, drafts responses, and can be trained via a business knowledge base. Sales Tax AI suggests a tax category per product or service. Project Management AI reads an uploaded proposal — a donut bar at a grand opening — to draft a project with customer, dates, and milestones, while the Finance agent builds a monthly stakeholder-ready summary with income, COGS, margin, and expenses, drill-down, and PDF export.

Key takeaways

• Plan tiers gate the agents: Essentials adds batch Accounting AI and Payments AI, Plus adds reconciliation, Sales Tax AI, and Customer AI, and Advanced adds Finance AI and Project Management AI
• Accounting AI marks only high-confidence transactions ‘ready to post’ (4 of 22 in the demo) for batch approval, but it does not handle split transaction categories and vendors still need checking
• AI reconciliation starts from an uploaded bank statement, pulls the ending balance and date, matches transactions, and offers guidance on discrepancies such as the $560 charge in the demo
• Payments AI can autofill an invoice from pasted email text, a contract, or a photo of notes, but the user must verify quantities and dates — the demo invoice’s year incorrectly reset to 2024
• The Customer agent syncs leads from Gmail or Outlook in about 24 hours, scores them warm, hot, or cold, and drafts follow-ups that improve when you train it in the business knowledge base

Episode details: published July 17, 2026 · 10:11 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Kevin Stratvert’s own claims, shared for education — they are not typical or guaranteed.

← Previous: Copilot Cowork Tutorial · Next: How to Mail Merge in Gmail (100% Free + Attachments) →

All Kevin Stratvert videos · Kevin Stratvert profile · Kevin Stratvert on YouTube