Video: In the Know: Live webinar | Duration: 5400s | Summary: In the Know: Live webinar

Transcript for "In the Know: Live webinar": Yay. Okay. I shared my slides. Here we go. Let's see if we can start this over with. I'm so sorry about that technical glitch. Welcome everyone to our December in the know. Here we go. Advancing. I am Jacqueline. I am the host of the program, and I also have the privilege of leading ProAdvisor training and certification. So happy that you're here. I'll start off with a little bit of housekeeping. That way, we're all on the same page, and then we'll really get to it. We have a fun agenda planned for you with some awesome product updates. So we'll have a quick bulletin board announcement, then we'll move on to the product innovations. For this in the know, it's Bill Pay, ProTax, and Intuit assist. Alright. Questions and feedback. If you are a returning attendee, this will look very familiar. But if you're new, you can ask our team questions by hitting that q and a tab in the right hand panel of your screen. So there's a group of about 10 of us working behind the scenes to answer the questions that come in. We will do our best to get to as many as possible. If you have questions that are specific to your firm or your clients, the best place for those is care at the number that you see on the screen. In that same right hand panel panel, you'll see 2 other tabs. There's a docs tab. That's where you can download the handout from today's presentation. That way you have all of the great information and links in the stack, and you'll also see a polls tab. So you'll only see the polls tab when the polls go live. We have about, I believe, 4 polls in today's session. So you'll get notified on your screen that poll tab will go live and then you can select the answer in the poll. In order to submit the poll answer that you've selected, all you need to do is select it. There's no additional step where you need to hit submit. Sometimes that can be a little bit confusing. For those of you who are here for CPE, be sure that you're here for at least 50 minutes and answer at least 50 minutes and answer at least one poll question. And if you meet those two criteria, you'll get your CPE certificate in the email. I was about to say in the mail, but that's probably Santa's job at this time of year. You'll receive it in your email from us. Just be on the lookout for an email from accountant_training@intuit.com with the next 2 or 3 days. Alright. So we're cruising into the first portion of the show, which is pretty short and sweet, and that's bulletin board announcements. So I'm excited to share that Intuit Enterprise Suite or IES as we call it for short, has some really great fresh updates. We have a December product release notes that we published. You can see it in the link right there. If you open it up, you'll get updates across 4 core areas. There's updates to multi entity accounting and financial management, dimensions and business intelligence, entry industry specific customizations, and security and compliance. So I do encourage you to download the report, cruise through it. There's so much great work going into IES. So it's just good to stay up to date. So with that, let's get into the product innovations and we will kick off with bill pay. So this is split billing and client bills. So bill my, this is the launch of this product. So let me go ahead and invite both Jorge and Jonathan. But I believe we're starting with Jonathan to the stage. So, Jonathan, go ahead and join me on the stage if you can. We're starting. Awesome. Yes. I can see you. I'm gonna go ahead and leave the stage so the the floor is yours. Awesome. Actually, we are starting with Jorge. But let me present myself first since I'm already here. So I'm Jonathan. I'm a product manager at the BuildPay team, based in, Tel Aviv. Super excited to share with you today the great launches that we just did couple of weeks ago about split billing and bill money. And together with me is Jorge. You're with us? I am. Hi, everyone. Jorge Cardenas. I am, on the coach market team, partnering with Jonathan to help, bring Bill Pay to the marketplace and, hopefully, create an experience that you all learn to appreciate and love. So I'm really excited to talk about Bill Pay and what's new. So let's see. Jonathan, if you have I'll I'll forward the slides over so we can get started. Great. Alright. So let's start off. I want to kinda highlight what we're doing here today and what we're sharing. So back in November, we have presented bill pay. Carter Caldwell came here and shared out how bill pay is working and highlighted some of the key features that we had launched. We're here today to give an update because we've we've paused that, we've had some conversations, and we understood that, yes, there's a lot of account to build, account with account to build clients out there who are hesitant to recommend bill pay, largely because of the variable rates. Like, you have the subscription fee, but then you have these transaction fees, and that can range. And so they're looking for a solution to be like, hey. How can I provide bill pay to an account bill client, but enable them, the client, to pay for it? To make a client billed. Right? And the other piece was for my kind of clients, I'd love to pass on to them the pro advice preferred pricing. But today, your client build ex experience doesn't offer that. Well, as of 12:10, we do. So now bill pay offers the client bill option that you go through from QBOA and send an invite. And as part of that invite, your customer will be able to get the 30% off subscription and 50% off transactions for, the 1st 12 months. So now that's enabled. The other piece that's enabled is a split billing component. So if you have a client that is counted billed and you are taking care of the QBO subscription, you they can you can sign them up for bill pay with a client bill subscription, and then they paid the subscription transaction fee for bill pay. So that's something that we've launched in QBOA for the other products. But for Bill Pay, it's now officially launched, so now you have availability. So excited to kinda share that news with the team here. And so some key fast facts around this. So this is for any accountant in QBOA who has a QBO client attached. If you're looking to help them manage their AP process or pay their bills within QuickBooks, it's now available to you. You can go into QBOA subscription and billing, select company, and then add bill pay. At that point, you make a decision if you want your client to do be account to build or client build, and that will kick off a different process to sign up. And Jonathan's gonna walk us through that, get us live as of December 10th, and it's for US based companies. So those are the fast facts. Jonathan, I'll hand it to you to do the demo. Jonathan, can you try now? Sorry. I was on mute. Oh, okay. You're on. Okay. I apologize. So I will stop all the plug in. So I will show you how we are adding bill pay using the state billing feature and how your clients, can enjoy our new bill my client offer, which now allows your clients that pay for their subscription to receive their poor adviser discount. The flow starts with subscription and billing page in QBOA. I will select the relevant client. I would like to join to the bill pay service. Click on client action and select add bill pay. This take me to the bill pay pricing page. Now you can see at the top header the split billing feature, where you can choose which method you would like your client's, bill per subscription and transaction fee to be paid throughout, either bill my firm or bill my client. This choice is independent, of the billing method that your client uses for their QBO subscription. In this case, I will choose bill my client. And and it's important to mention that with this billing method, the client is responsible for paying for the subscription and will need to subscribe to bill pay by themselves. As an accountant, you will be able to recommend which tier you want them to subscribe to, but they will have to complete the subscription process independently. With the ProAdvisor discount, your clients will receive 30% off subscription fees and 15% off transaction fee for 12 months. Let's say I want that my client will subscribe to Bill Pay Elite. After I make the selection, I confirm it. Now I would like my clients to know that I recommend I recommend using Bill Pay. So there's a few option to achieve that. The first one is just to send them an email from QuickBooks. We are here to provide clarity on which email address the invitation will be sent to and also what the subject line will be, making it easier for your clients to locate the invitation email in case they cannot find it. You can also copy the link, to the bill that will lead to the bill pay subscription page and send it to your clients whichever way, you prefer, whether it will be throughout Flex, WhatsApp text message, or from your own email. So you can select send email or copy link, whatever works for you, or even use both of them. After I send them an email, I will be redirect back to the billing and subscription, and, basically, the the QBOA side of the subscription was completed. Your client will now receive an email informing them that they have invited we have invited them to apply for bill pay. Additionally, we will outline the steps that they need to take in order to subscribe to bill pay. After they will get the email, they will need to click on the link, select the plan, enter some business and personal information, and then subscribe. When your clients click the link, it will redirect it will direct them to the pricing page of bill pay in QBO. There, they will see the offer with the see see the offer with the pro adviser discount, and they will see which big criteria you recommend them to use. On the pricing page, of course, they will see all the features and offers and the difference between the various tiers, allowing them to to select, which tier they prefer to subscribe to. Let's say that in this case, the client wants to subscribe to the to the tier that the accountant recommended, which is bill pay link. Since BuildPay is a money movement product that operates under a money transfer license, your clients will need to undergo some compliance onboarding steps where we ask them some information about their business and and themselves. At first step, your clients will need to add some business information such as main phone number, EIN. In the next step, we'll gather some information about the owner such as their name, date of birth, and social social Social Security number. In the last step in the last step, your client, need to just add and verify their bank account. They can do it by logging into the bank account using username and password or by adding it manually and verifying it with a micro deposit. Once it's done, the client submit the application, and then they will redirect to the checkout page. On the checkout page, the user will need to confirm, the payment method, and we'll see that and we'll see all the subscription and transaction fees for our service. All they need to do now is just click subscribe. And with that, your client is subscribed to Bill Pay, and they can start using it for their business. Once they complete the subscription, you as their accountant will also receive an email notifying you that your client is now subscribed to bill pay. And, additionally, you will receive some information about the next steps you need to take in order to set up bill pay for your client in the best way possible. So that's that's wrap up the demo for how to adding, bill pay for your clients in the bill my in the bill my clients mode and with split billing. Now let's step in into the poll question. So now that you saw it, how likely you recommend to, for your clients to use Bill Pay with the ProAdvisor discount that you just saw? So, folks, as a reminder, now that the poll is live, you'll see it light up in that right hand panel. It'll have a little red dot on it. All you need to do is click the answer that resonates for you. Jorge, Jonathan, curious to hear, have you been hearing any initial excitement from the pro adviser community around this being live? Or what what are the what's the rumblings? What's the word on the street? Yeah. I I think we're we're hearing a lot of excitement with regards to the ability to have that flexibility in terms of, like, if I am accountant build, being able to offer my something to my client that can add them value, At the same time, not having that risk of the variable fees, try to trick try to, transaction fees is is a positive. And I think we're hearing people say, like, yeah. That's what we're looking to do. Because, like, in the past, if you were account to build, then all the other project add on payroll, bill pay would have all have to be also account to build. So I think this helps solve that problem, which which is exciting. And so we are seeing engagement there, as a whole. So, yeah, pretty good. Great. Well, it looks like we have most of the poll answers in with lots of possibly, so we'll take that as a positive sign. So let me go ahead and move us to the q and a. I'm gonna share my screen. Here we go. And, Jorge, Jonathan, I have a few questions for you. So would love to hear you speak to, what happens if I move my clients from bill me, so that's the account build, to bill my client build? Can you talk through that experience? Sure. So there's there's 2 different impacts with that. So first part is the the process. Right? So if you're gonna move your client from account and build over to client build, there is a process where you need to, first close that existing account, right, the account and build account. And then you go to the process with John. You just shared, like, the flow in QBOH to be, like, here's the SKU I'm recommending you take, and I'll send an email to your client. And the client will then need to complete the bill pay application process because they're signing it for themselves. So they'll select the SKU you recommended. They will, they will put it to complete the application process, and then once it's live, they're able to move forward. Now that's the sign up process. The other impact though is, like so the bills that you already scheduled that are in process, those people who seem to move forward, the bills that you scheduled that you haven't paid me, like, the funds haven't been pulled out of your account, those are by their schedule for the future, those will be canceled. And when your client, has their active bill pay, account, then those would need to be go you need to go in there and reschedule those bills. So there is that transition process in order to do so. Jonathan, anything you you wanna add to that? No. So, basically, the your clients, once they had subscription, they will need to resubscribe by themselves, to bill pay, but this is quite an easy operation, for you for you, to do for any accountant to do. I'll also highlight, in terms of the pricing, just to be pretty clear on the promotional pricing. So at our, the accountant build has the 30% off transact subscription and 15% off transaction ongoing. Right? So, like, if you are account build, that's a promotion. Even if your client moves over from client build over to account build or they pay their own QBO version and go there. The, the client build version, that one is really for a first time customer. So if you have a client that's going over from account build to client build, the promo may will not apply. And so that's a thing you wanna kinda highlight. Well, you read my mind because that was my exact next question for you. So thank you, Jorge. That was amazing. And thank you both for all of the wonderful, the walk through and all of the technical detail. For the sake of time, I'm gonna move us on to our next section of the show. But hopefully, you can stick around a little bit longer and answer some of the questions that came in through the q and a. So, Jorge, Jonathan, thank you. Thank you. Appreciate it. Wonderful. Alright. Well, let's go ahead and move to pro tax check marks, and we'll invite our next guest to the stage. Hey. Thank you, Jacqueline. Let me share my screen, and then we get started. So just a minute. Okay. Cool. Okay. Yeah. So today, we are going to review an important feature in ProConnect text that we are calling as check marks. Before we get started, I am Chandrika. I'm a product manager for ProConnect text online. And today, like, we'll be reviewing, check marks. But before we get started, I have one question that I would like like to ask people. And before, like, we'll we'll review the answers at the end as well. But the question is, on a scale of, 1 to 5 with 1 being extremely inefficient, 5 being extremely efficient, how would you rate the efficacy in terms of time taken and accuracy of your current process of reviewing a tax return once data has been entered? 1 being extremely inefficient, 2 being not so efficient, 3 being, like, efficient, 4 moderately efficient, 5 being highly efficient. So I know this is an area that you and your team have been focusing on pretty intently. As folks fill out the poll, any, insights that have come to you during this discovery phase of your own work that you might share? Yep. Thanks. Great great question. So, yes, I think you're already right. So we are seeing a lot of customer feedback around data collection, data entry, and reviewing the data once it has been entered. And, like, our forms follow, like, processes which are quite unstructured to struck to structure, and we have seen, like, there are a lot of places where their experience can be improved when they are reviewing the data that they have entered in the text written. So this particular initiative is around those line to make pros feel more efficient about their day to day tax prep work. Wonderful. Well, it looks like we have most of the poor responses with lot of people feeling like their process is efficient, but answers on every end of the spectrum. Yep. Yep. Yep. Alright. That's what I think we expected. Like, less than if, like, not a lot of our pros feel, like, high highly efficient, and that's what we expected. And that's the whole reason why we have, launched this particular initiative. So with that, let me yeah. Okay. So this is the feature that we are calling as check marks. 1st, coming to what was the problem that we were hearing from our customers. So we were hearing from a lot of our firms that, there was not a very accurate or kind of structured process for them to keep, track of all the attributes or all the fields that have been reviewed in a tax return. And there was, this was creating a lot lot of inefficiencies in the system where, like, same reviewers were going in the return again and again, reviewing the same fields that they have reviewed previously. Again, wasting time during critical periods like text, text deadlines. So so to alleviate that pain to some extent, what we did was we launched a simple to use that we are going to see, a simple to use capability in ProConnect where pros can see all the attributes that they have entered, review them. And if they think, okay, this particular field looks good, they can add a check mark, a tick mark kind of thing in in ProConnect text itself. And so that when they are coming next next time to the text editor, they can see all that fields or all the forms that have been already been reviewed so that they can focus their time and energy on the fields and forms which has not been reviewed yet. So that is the core or essence of the capability. Now pros can add check marks to output forms, output forms view, and check return tab where they'll be able to open that specific form, like 10:40, schedule e, whatever whatever form they want to review that, review review. And then as they are going to, attributes attribute field by field, they can add a tick mark. 1 another thing that I wanted to highlight was, like, if a pro has added a check mark to a particular field that gets edited, we'll throw in kind of alerting as well that just to inform pro that, hey. This particular field was, marked as, like, previewed or check mark, but we saw this has been edited. Just to inform pro that, hey, this is something that needs your attention. And now we can go a bit deeper into the feature. Like, before that, just quick facts. As of today, we have launched this feature to all 100% ProConnect x users in US. You can access this feature from check return tab, or you can access this in review return button in the return input screen as well. And as I said, we have launched it. You can go see inside the text returns in ProConnect text. Now let's have a quick sneak peek into how this feature looks like. So as you can see on my left left hand side in the screenshot that I have attached, I have opened a 10 40 text, 10 40 form where you can see a small message on hover over that, hey. Click to add a check mark on this. And you can see those green check marks as well that signifies that, hey. This particular field has been reviewed and has been check marked so that next time when you are coming, you don't need to review them again and again. On the right side, there is a window where you can see all the fields that have been checkmarked, and you can continue to view the field which has not been checkmarked. One feature that you can see or one small button that you can see on the top left corner of the second screen is, if you want, you can specifically see the fields which were which were checkmarked previously, but were edited in in the return update process so that you can, you can ensure all those fields are actually updated. And in the next screen, I'm going to show you, like, the specific flow where some fields which were, check mark got edited. Here, we just are going to alert users that, hey. These fields need your attention. You can go to this particular view and open all those alerts. And 1 by 1, you can resolve all those alerts just to ensure everything is accurately updated. You are keeping a track of all the changes, and that is in service to remove some efficiencies from the text, text preparation work. So on a very high level, this is the feature. Now I open the floor to questions. So welcome back, Jacqueline. Thank you. Well, everybody loves the idea of working more efficiently. So lots of excitement around that. We did get a question about whether this check mark feature will be available across all tax returns or just a particular type. Yes. So this particular feature is available for all tax returns up to previous years as well. You can you can see this feature index here 24 returns, tax here 23 returns. So, yes, this is available across, all types of returns. Well, that is very good news. So a nice note for the holidays. Maybe you could so in the spirit of empowering folks to work more efficiently, are there any other features on the road map that you might be able to preview for the audience? Yep. For sure. Thank you. This is this is our job. We are always in to make our pros life simpler. And we have a suite of all new initiatives lined up for next few months. I can touch a bit on, like, what are some top initiatives that are coming, and those are all in service of helping pros to, like, collect the data from their clients, accurately update it in the text return, and then review it, efile it across all the, all the flows. So in data import, as you know, we already support all import for lots of forms like 1040, w 2, all those. We are going to enhance, like, that experience with more forms like q one import. We are allowed we are planning to support more, like, 1040, transcript session, but that is something that we are still working on. We are going to launch the again, that was a critical feature asked from the customers. We are improving our invoicing experience as well where we are going to allow pros to create invoices with forms that represent in a tax return. They can track invoice status within PTO. They don't need to go anywhere. Bulk e file functionality where pros can file, like, 100 returns in one go. They don't need to go to return again and again individually to efile them. They will be able to see all the returns in one place, and they can just with one click, they'll be able to efile them. So a lot of good initiatives lined up. Yeah. Wow. That is very exciting. Well, thank you so much for that preview and for all of the wonderful time you spent on the demo of checkmarks. So thank you so much. Appreciate your time. We are going to move on to our next presenter. So we are going to hear from Jason on Intuit Assist. I am personally very excited to have Intuit Assist on show. This is a first for us. So, Jason, let me pass it over to you to take it away. Thanks for being here. Great. Excuse me. Thank you, Jacqueline. By way of introduction, I'm Jason. I work, on the QuickBooks team, so I'll be talking today about Intuit Assist on QuickBooks. Let me move the slide forward. So to start out, I have a question to ask a poll question. How familiar are you with Intuit Assist for QuickBooks? Apologies if there are people who don't use, QuickBooks today. I know we have pro series on, but, never heard of it, heard of it, maybe even seen it in a client's books, but haven't tried it yet, tried it a few times, or use it regularly. So I would probably say most people who are attending today are familiar with QuickBooks, but Intuit assist is new. So I think some looks like we have varying degrees of awareness about it. But maybe maybe you'll present on this in a sec, but could you give us just a brief when did it launch and how do you define it in case somebody hasn't heard of it? Yeah. We will get into it for, for sure in the the presentation, but the high level is, Intuit assist is really about bringing artificial intelligence, help and expertise within the product. And so we'll actually see there are a lot of different features across the product. I'll be sharing about 3 in particular today, 3 highlights, but this is definitely not all. There's a lot that's going on. We have Intuit assist across other products as well, you know, in the TurboTax space or in Mailchimp or other parts, Credit Karma. And so, yeah, specifically today, we'll be talking about QuickBooks and some of the features that are now live in the US for for all customers actually. So really excited to share about that. Nice. Well, I think we have Chrome on the poll, so I'd say let's get to it. Let's dive in. Great. Let's do it. Alright. So, to start out, I mentioned we have 3 highlights today. The first highlight, well, I'll tell you upfront in AP, AR, and then we have a new feature that we're call is called the business feed. So let's start with AP, accounts payable. So some of the things we are hearing from customers, small business owners as well as accountants, and that we were actually seeing in the data within QuickBooks is there's a lot of hand typing of bills, bills that are entered with manual data entry today, which is something that we thought we could help with. Is it and then another is receipt capture. The experience that we have within QuickBooks is really lacking. It isn't doing it for a lot of customers. There are a lot of people who use bill.com or other other options because the current receipt capture may be lacking the fields on the form. Or when it does capture information from a receipt that you've uploaded, it's putting it in the wrong place. It's not putting it in the vendor or the payee field. It's putting it in a different field, or it's not getting the account or category correct. We are also hearing and seeing that there are a lot of clients who forward their emails or vendor emails that they're getting with their bills directly to the account, to accountants, or to bookkeepers, or a team member who has access to QuickBooks today because of the way, email forwarding for receipts operates in QuickBooks today or has been. You needed to have an account with within QuickBooks a seat in the file in order to send those emails across. And so what we've done is, we've tried to address all of those things I've laid out. So now with Intuit assist, if you look at the bill form and the expense form, there is a new autofill section right on the bill form that effectively is doing receipt capture for you now where you can upload bills and receipts and have them start to autofill the form for you, and I will demo some of that later. It's filling in the vendor name, the payee name, the account category, and then we have also taken, we have a new email now, an Intuit assist email that every company gets set up with automatically, and that email is shareable with vendors and employees. So they can be sending the bills straight to your QuickBooks account, and then you can go to review them there, or employees can be sending receipts directly to QuickBooks. You don't have to have that person as a bottleneck anymore. And so, let me share. Before we get to the demo, I can tell you I know these questions will come up. It's available in simple start, essentials plus, and advanced, and will be soon coming to Intuit Enterprise Suite as well. Well, I'll show you in the demo. You'll be able to see where you can get to this, where the autofill is. You can start any bill or expense, and it's right there on the form on the left side. And for the email, if you go to your transactions and receipts tab or go to expenses and bills, you'll be able to see that email that's been auto created, for for companies now that they can use. And these have been these features have all been rolling out. We've been in beta for a number of months and now generally available to all companies in the US as of mid November to just last week in December when email finally went out to everybody. So let me jump to the video. I'll show, the first one I'll show is for the bills form. I'd like you to show you the new capability for auto filling bills and expenses using Intuit assist. For our first intake, we'll go to create a new bill, and we'll see a new section when we go to create a bill today on the left hand side of this panel from Intuit Assist where we can auto autofill from a file from our computer, or we could go for an image. We could take a photo with our phone of a paper bill, and we don't even need the QuickBooks mobile app for that. But today, I will just be showing from a file that a client may have shared with me. And we'll see how Intuit assist has been able to take that file and extract the vendor name, Black River Produce. We have the address. We have the terms, net 14, Here, the bill date, the due date, the number. We can see here to get a little more space to see that total 68342, and the category it is pulled in from the vendor default. Or in the case of we've used, this been had bills for this vendor in the past, it will select from previous transactions, what the category has been there. You can see that we only have a single line item for now where we're doing the total. In progress right now in testing is multi line item extraction where we'll be able to bring in all of these line items for you. So we can just save and close because everything looks good. Next, I'll demonstrate some of the email capabilities we have now that we've made improvements for sending in receipts and bills via email. So first, we'll go to the transactions and receipts page where you will see some changes to this experience. In the first place, you will see called out here AI powered receipts creation via this new email. This is an email that is auto generated for every company now that has not had receipt forwarding email set up in the past, and this email can be shared, with vendors and with employees So you can copy that email address to share out, and they can send their expense their receipts or their bills directly to QuickBooks now, or I can go into manage, and I can actually edit this email. I'm like or in the case that you still, are uploading multiple receipts, maybe you're still managing managing this for clients, you can upload in batch. For example, I will take 3 here. Screen and drop them in. This works similar to the batch upload, option we had before. We are now just using this new extraction capability from Intuit assist. You're gonna see once it's gone through, all 3 of those have come in, and I can go to review. And I see that the payee has been filled in, category description, total 5039, to count. It looks good. Great. Alright. So that is the first section. Let me move on quickly to, the next sections. So we've mentioned AP is the first one. AR is the second one. So an accounts receivable. So a few things that we are hearing from, users of QuickBooks, is actually that writing out invoices and estimates involves typing out or entering data multiple times. So this may be, that there is an email conversation back and forth with their own customer, or they've been negotiating or, like, negotiating terms, or there may be a purchase agreement, or they may have handwritten notes somewhere else from a quote, And so they're actually having to write that out multiple times when they go to enter it into an invoice. And so what we've done is taken the same kind of, capability that we have on the AP side, and we're applying it to invoices now to help make creation of invoices much faster. And we're able to do that with much with unstructured data, handwritten notes, for example, where you can take a picture of a quote and be able to create an invoice directly from that without having to type in any of the information. And then the second one is that we were seeing, once you send the invoice, that's only half of the story. You need to get paid for that invoice as well, and there are a lot of delays on invoice payments. We have invoice reminders or invoices do, that you can send to your customers today, but we have found the by bringing in Intuit assist to help generate the content of those invoice reminders and make it personalized, we are finding that customers are getting paid 5 days faster than when they use the standard template. So I can share a little bit of what that looks like. As you can see here on the auto filling in the invoice, you have the panel on the left hand side, the same way that you have on an expense form or a bill form. And you can in the same way, you can upload a purchase agreement or you can forward an email. We have an there's an email that's specific to invoicing, and then there's an email that's specific to expenses and bills. So just send it to the invoicing one, and it will come in for to generate an invoice for you to review. And then if we move to the next one, invoice reminders. So on this screen, you'll see the experience for generate for AI generated invoice reminders. And so what I really like, about this one, and we've heard from customers that's been great, is on the left hand side, you see information about your customer, understanding how many times have you done business with them, how many invoices have you received, when have they been late. And that helps you then to craft, a a more effective invoice reminder, and you can actually change. You see at the top, the tone. You can have it be serious. You can have it be a little more lighthearted. We even had one accountant ask, where's the option where I can add swearing for my construction clients? We haven't added that one in. I don't know that we will, but you get the idea here of you having AI help you with generating these invoice reminders and helps you do it more quickly and get paid more, more quickly as well. Now I'll move on to the 3rd item. So the 3rd item, this is around what we're calling business feed is a new feature. What we were hearing from talking to customers using QuickBooks is that business owners and operators often get overwhelmed by QuickBooks. There's so much to do there, and it can be hard to tell what's important and what to focus on. So a lot of them, frankly, spend as little time there as possible. And and so what we have done is we've created this new place called the business feed, which is a central place where QuickBooks can proactively surface relevant tasks for folks. So maybe I'll jump to share what that looks like. So if you'll see at the top, the the the bar the navigation bar at the very top of your screen when you're logged in to QuickBooks, there's now this blue section, this business feed outlined in blue. And if you click on that, you will see something like this page, show up. And so some of the examples of things that we are surfacing to customers are are if you have, invoices that are past due. And so you should be sending out reminders because that's cash, that you should be collecting on. So that's number 1. Number 2, you it might be that you have a cash flow situation. Like, we're forecasting you may be having a a cash flow crunch coming up, and so we may surface that because that's something you should take action on, whether that's to send more reminders like we've said here, or you could apply for a line of credit in order to bridge the gap for that cash flow crunch that's coming up. Some other things that will appear in the business feed are, in the future are if you have bills that you need to to review or bills to pay and those times are coming up, then those are things you should focus on. And we definitely see an opportunity to explore, communication between accountants and their clients within the business feed is maybe a place where account, accounts can surface. Hey. What's important? What do I need the client to be looking at, right now? So it could be a a place for business owners to land in the product and only see what's most relevant to them. And with that, I wanted to we have one additional poll question here for IntuitAssist because we are actively developing, a lot of additional features. Wanted to ask if you would like to be considered for early beta access to future Intuit assist features within QuickBooks. Oh, this sounds like a very exciting opportunity to get involved possibly with you and your team and the many other teams working on Intuit Assist right now. Yeah. We are definitely excited for, for what we can do. This is we've just scratched the surface, I think, on the potential opportunities. So excited to partner with accountants in this space. Wonderful. Well, we'll make this poll short and sweet for the sake of time because we are nearing the program, and there are some exciting questions that came in for you. So let me go ahead and move us on to the q and a slide. So here we go. So Jason, a few folks asked if, the team is working on any Intuit assist features that are specific to accountants and accountant workflows. Yes. The one we are actually looking at very closely right now is, bank statement reconciliation, which we know is is typically accountants are very interested in that, small business owners not as much. And then I had also mentioned this idea of, accountant client interaction and communication, and what does that look like within the books to help improve efficiencies. So those are 2 just two examples of things that we are looking at specific to accounts. Exciting. Well, some other people asked if this will be available in QuickBooks online accountants. So I'd imagine that when the time comes, it'll either be available in QBOA or QBO. On the theme of expansion, are you considering Intuit assist in other regions outside of the US, or are we already there? Yeah. So that's something actively being worked on right now. What I've shared today is all focused on the US, but we do we are working with the teams internationally about how do we expand. I don't have a timeline yet on that, but I do know that that's something we are looking at, wanting to do quickly. Well, it sounds like it's a very exciting time of growth right now with all things IntuitAssist, whether that's by use case, by customer, by geography. So we're very grateful for you coming on the show and sharing some updates, Jason. Great. Thank you so much. Yeah. Pleasure. Okay. I'm going to move us right along into the resources section. So this is the final segment of the show. I hope that you enjoyed the product updates. I thought it was really great to hear from Jason on IntuitAssist. It's our first time ever having Intuit Assist on the show. So always nice to get fresh faces and fresh perspectives. This should hopefully look familiar. Additional resources, catch the on demand episodes on our hub, on the in the know hub. Lots of great articles coming out on from the future. And then, of course, ProAdvisor Academy will be gearing up for our level 2 QuickBooks online certification in March of next year, so keep your eye out for invitations from that. We do recommend that you're already QuickBooks online level 1 certified before you go for the level 2. So it could be something fun to do over the holiday break. And then we are also starting to gear up for gear up internally, should I say, for recertification. So recertification will be next year, 2025. May through June, we'll be following the same dates that we typically do. So lots more to come on recertification in the new year. On behalf of myself and Rose and the wider pro adviser team, we truly want to thank you for all of your partnership over 2024 and for attending the show and being such vibrant members of our community. It's not something that we take for granted. And we're so grateful for you and your partnership. I hope that you have a wonderful holiday season with your family and friends, and come back in 2025 feeling good and refreshed. As a reminder, we do not have an in the note webinar in January. So you'll be seeing us again in February. So with that, let me close out with a final poll. Just a chance for Rose and I to get a pulse check, how likely are you to recommend today's webinar? Not likely, neutral, extremely likely. We won't show the results of this poll. So it's just something for our internal team to mull over as we think about how we can do better. And again, our apologies for the earlier glitch. So you've got 10 to 1 as your options. So go ahead. Give us give us a little answer. And with that, I will move us on to just closing out with a big thank you. So thank you so much again. Happy holidays, and we will see you in February.