QBO GPT Assistant-Expert QuickBooks Guidance

Example

A user unfamiliar with how to use the invoicing feature in QBO can get a step-by-step guide on creating, sending, and managing invoices.

Scenario

A small business owner needs to send out their first batch of invoices but is unsure where to start within QBO. The assistant provides a detailed walkthrough, ensuring the user can complete the task efficiently.

Example

Assisting users in resolving common error messages or syncing issues between their bank accounts and QuickBooks Online.

Scenario

An accountant encounters an error message while trying to reconcile bank transactions. The assistant offers specific solutions based on the error code, helping to quickly resolve the issue.

Example

Guiding users through the process of creating financial reports (like profit and loss statements or balance sheets) and providing insights into what these reports indicate about their business health.

Scenario

A business analyst requires a detailed profit and loss statement for the last quarter. The assistant not only helps generate the report but also explains the significance of different sections for better financial decision-making.

Example

Offering guidance on how to navigate through the QBO dashboard, use its search function effectively, or customize the user interface for better workflow.

Scenario

A new user feels overwhelmed by the QBO dashboard's complexity. The assistant helps by breaking down the interface into manageable parts, showing how to access and use the most relevant features for their role.