#CustomAI #QuickBooksAutomation #BusinessCopilots

Create QuickBooks Records by Just Asking Your AI

Name: Create QuickBooks Records by Just Asking Your AI
Uploaded: 2026-10-19T17:58:50+00:00
Duration: 4 min 2 s
Description: See how a custom AI copilot can execute real tasks in your business software without manual entry. In this clip, Stephen Yoss demonstrates accessing QuickBooks data, creating new customers, and generating invoices—all by simply describing what you need in plain English. Watch how automation eliminates repetitive data entry and frees your team for higher-value work.

4:02 · A clip from Your Firm's Personal AI: Custom Copilots and GPTs That Know Your Business, taught by [email protected]

See how a custom AI copilot can execute real tasks in your business software without manual entry. In this clip, Stephen Yoss demonstrates accessing QuickBooks data, creating new customers, and generating invoices—all by simply describing what you need in plain English. Watch how automation eliminates repetitive data entry and frees your team for higher-value work. From the course “Your Firm's Personal AI: Custom Copilots and GPTs That Know Your Business” (2 CPE credits, Information Technology, Basic): https://www.cpetoday.com/course/your-firms-personal-ai-custom-copilots-and-gpts-that-know-your-business-26c01397 Taught by Stephen Yoss, MS, CPA — Speaker & Author, CPE Today. More from Stephen Yoss: https://www.cpetoday.com/instructor/stephen-yoss CPE Today offers live webinars, Live Replays and self-study for CPAs and accounting professionals. NASBA-sponsored (ID 167619) and an IRS-approved CE provider. https://www.cpetoday.com/ #CustomAI #QuickBooksAutomation #BusinessCopilots

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