SCORE: QuickBooks Online & AI: What Small Business Owners Need to Know

Artificial Intelligence (AI) is becoming a larger part of everyday business tools — including QuickBooks Online. But what does that actually mean for small business owners?

In this beginner-friendly workshop, we’ll explore the AI features currently available within QuickBooks Online and discuss how these tools are designed to help automate tasks, improve efficiency, and provide financial insights.

Topics will include:

• Understanding the built-in AI features inside QuickBooks Online
• An introduction to the newer QuickBooks AI Agents
• How AI can assist with bookkeeping workflows, invoicing, categorization, and reporting
• What AI can and cannot do within your accounting system
• Why human review and oversight still matter

This session is designed to provide a simple, realistic overview of how AI is being incorporated into QuickBooks Online.

Presented by Your Front eOffice Inc., a remote bookkeeping and accounting firm serving small businesses and nonprofits nationwide. Owner, Aileen Gilpin is a Certified QuickBooks ProAdvisor and former Top 100 ProAdvisor who has spent nearly two decades helping organizations improve their bookkeeping systems, financial clarity, and reporting processes. Aileen regularly presents educational workshops for SCORE on QuickBooks Online and small business financial management topics.