Seminar
Live Replay WebinarIntermediate level
QBO Online for Accountants Module 3: Intuit Intelligence and AI Agents
Practical deployment, not hype. Apply AI where it measurably improves outcomes.
Learning objectives
Upon completing this course, you should be able to:
- Explain what Intuit Intelligence is, and what it is not (it is not a chatbot).
- Identify the five AI agents available in Canada and which subscription tiers include each.
- Navigate to each agent within QBO and explain how to trigger it.
- Apply the ATL 3-Question Triage Framework before deploying any AI feature for a client.
- Describe Canadian-specific considerations including Sales Tax Agent and EN/FR support.
- Explain which AI features are not available in Canada and why to exclude them from client guidance.
Major topics
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Who this is for
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Prerequisites: Familiarity with QBO navigation and the Chart of Accounts is helpful.
Course details
- Recommended CPE credit
- 1.5 — Computer Software and Applications
- Field of study
- Computer Software and Applications
- Program level
- Intermediate
- Delivery method
- Group Internet Based
- Prerequisites
- Familiarity with QBO navigation and the Chart of Accounts is helpful.
- Advance preparation
- None
- Length
- 1h 30m
- Course number
- 26c01478
- Provider
- K2E Canada
CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
Every way to take this course
On its own
Live Replay Webinar
Attend the next scheduled rebroadcast — full live CPE credit · 1.5 credits · 1h 30m
$39
Add to Cart
As part of a multi-day event
These seminars include this course on their agenda. One registration covers the event — you attend this course on its scheduled day, plus everything else that day offers.
Jul
22
QuickBooks Online for Accountants
Seminar · Jul 8 – Sep 2, 2026
· Online · this course runs Jul 22, 2026 · event offers up to 11 credits
$50/day
View event
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