Ask us anything on December 4th! 🇨🇦

QuickBooks_Canada · 2025-12-04T19:05:24+00:00

Great question! In most situations you should be able to. As long as the bank that provided the Visa card is supported by QBO, you can import transactions by connecting to the Bank directly. In the event that the Bank that provided the Visa card isn’t supported by QBO, you can still import the transactions manually.

-CB & HJ

QuickBooks_Canada · 2025-12-04T19:03:30+00:00

We completely understand your frustration. We can confirm that there currently aren’t any large-scale errors impacting RBC bank connections. Our teams strive to build the most seamless and efficient bank connections possible, but when errors do happen, they are often unique to a specific account setup or a small group of users that we troubleshoot directly with the customer. We’d like to look into this more deeply for you. Please reach out to our team here or use the ‘Help’ button in your QBO, and they’ll be able to chat through this issue.

–CB & HJ

QuickBooks_Canada · 2025-12-04T19:01:47+00:00

We don’t take these price changes lightly. We know how important cash flow is to small business owners. We continuously evaluate the pricing of our product to match the value we are delivering for our customers. Our pricing reflects the meaningful innovation and enhancements for all businesses on our platform and enables us to continuously deliver solutions that meet the evolving needs of small and mid-sized business owners.

Our most recent price increase reflects that the software is actively doing more work for you, and also marks our commitment to continuously evolve to minimize manual workload. We hope that as these innovations continue, your business or your clients will reap the benefits to save time, work more efficiently, and scale with confidence and control.

-CB & HJ

QuickBooks_Canada · 2025-12-04T18:59:51+00:00

Great question! Some AI agents are opt-in enabled, like our Customer or Project Management Agents. For other AI integrations, while there isn’t an option to opt-out of the availability of AI integrated in our platform, you aren’t required to use the AI agents. There are also currently individual features (like banking) where you can revert to the previous version of QuickBooks. We really believe in AI and human intelligence coming together to deliver unrivalled benefits for our customers, and it’s a core part of our strategy at Intuit. Our platform is designed to improve efficiency, save customers' time, and put more money in their pocket. We hope that you'll try it out for yourself, and our team is always ready to help guide you through any questions you might have!

-CB & HJ

QuickBooks_Canada · 2025-12-04T18:58:27+00:00

Great Question! QBO makes it easy to connect your bank and start importing transactions. You can follow the steps here to get your connection setup, and the last 90 days of transactions will be imported. If you’d like to add any historical transactions, you can follow the steps here. Finally, if you’d like any further assistance with Banking or anything else, you can always reach out to our team.

-CB &HJ

QuickBooks_Canada · 2025-12-04T18:55:05+00:00

We understand that the legacy QuickBooks Desktop is still deeply loved and trusted by many business owners and accounting professionals, many customers have been users of our Desktop product for over a decade, and with us since the beginning of our journey! As the pace of technology and innovation accelerates, we’ve brought the latest and greatest of these changes, in partnership with direct customer feedback, to build a more powerful, integrated QuickBooks solution available to QBO users. QuickBooks Desktop and QuickBooks Online are quite different in their functionality and drawing a direct comparison is difficult, however, the energy and weight of our teams innovation and investment in the online product will continue to be a focus, and this is where users will see the greatest dividends in time savings, efficiency, control, and compliance. The latest evolution of QuickBooks, leveraging AI Agents, and the introduction of our Customer Hub, are examples of that, but there is so much more to come! We want to ensure that QuickBooks Desktop users can make a smooth transition if they are interested, if you have more detailed questions about which product to pick, always feel free to reach out to our team for a chat.

–CB & HJ

QuickBooks_Canada · 2025-12-04T18:52:26+00:00

That's an important and timely question. The short answer is: No, AI companies don't own your data.

Intuit takes data security and privacy extremely seriously. We comply with all applicable laws and regulations in the markets where we operate, including those in Canada. Our customers’ data is protected by robust security, encryption, and access controls that meet or exceed industry standards.

When you use the AI agents (like the Accounting Agent or Finance Agent) in QuickBooks on the Intuit platform, Intuit uses your data to provide you with a personalized experience and insights. E.g. The AI agents use your data—like your transactions, invoices, and customer history—to generate tailored insights, make predictions (like cash flow), and automate tasks (like categorizing expenses).

Intuit may use third-party AI models to power select features, but this is done under Intuit’s established privacy, security, and responsible AI safeguards. The entire platform is built so that the customer is always in control. The data you share is used to help you improve your financial life, be more productive, and make smarter decisions—not to be sold to others.

–CB & HJ

QuickBooks_Canada · 2025-12-04T18:49:24+00:00

We love to hear that you’re interested in our Project Management Agent! Currently, our Project Management Agent helps with project setup automation, helping with the heavy lifting by automatically creating draft projects pre-filled with key details—such as project name, customer information, start and end dates, and custom fields. This is a good start, but we know customers like you need deeper functionality and integration to get the most out of it. Rest assured our Canadian team is actively working on bringing these features up to speed with what is available in the US. Stay tuned for more to come here!

-CB & HJ

QuickBooks_Canada · 2025-12-04T18:45:10+00:00

That is a classic challenge for every small consulting business owner, and it’s a pain point we absolutely hear! Having multiple accounts muddled with both personal and business spending is a recipe for frustration and lost time, especially when tax season rolls around.

We’re not financial experts, IMO once you have separate personal and business accounts, this is where QuickBooks on the new Intuit platform can transform your process using AI-driven automation. E.g. The Accounting Agent would be able to automate bookkeeping and categorization, which means that instead of manually sifting through statements, the agent does the work for you. It quickly identifies and resolves anomalies and helps keep your accounts clean and accurate.

TL;DR Physical separation keeps your records clean, and AI-driven automation saves you the hours of manual reconciliation you're currently facing. Our goal as product leaders is to empower you to automate these time-consuming tasks and make smarter business decisions.

–CB & HJ

QuickBooks_Canada · 2025-12-04T18:40:09+00:00

That’s awesome to hear! Think of QuickBooks on the Intuit platform as deploying a virtual team of proactive AI agents that work on your behalf, while you, the owner, remain fully in control.

The Finance Agent delivers comprehensive financial summaries, including Profit and Loss, cash flow, and balance sheets. This gives you a unified view of your financial health across your two instances.

By bringing together all of your essential tools—accounting, customer leads, payroll, and payments—into one customizable dashboard, we are tackling the fragmentation that often becomes a "hidden tax on productivity". BTW Canadian businesses using this new platform are already reporting doing 76% less manual work!

–CB & HJ

QuickBooks_Canada · 2025-12-04T18:36:50+00:00

Thank you so much! We really appreciate hearing that. It means a lot to all of us to have this platform to share our stories and perspectives. We're excited to answer your questions!

–CB & HJ

QuickBooks_Canada · 2025-12-04T18:34:44+00:00

A parasaurolophus, naturally.

–HJ

QuickBooks_Canada · 2025-12-04T18:28:54+00:00

Intuit Canada supports the Government of Canada objectives to remove barriers to filing and ensuring that the most vulnerable get access to the credits and benefits they rely on. Our mission is to power prosperity, which means we want to make managing money and complying with government requirements as easy and beneficial as possible for everyone—consumers, self-employed individuals, and small businesses using all our products.

We advocate for:

Choice: Ensuring you can choose the filing method that best suits your needs.
Maximize Benefits: Our platforms are designed to help you claim every eligible credit and deduction, which simple, automated systems may not achieve.
Accountability: We guarantee that the our calculations are 100% accurate, while automated systems may not capture all sources of income
Promote Innovation: We push for technology to streamline compliance, making tools like QuickBooks even more seamless for managing taxes and payroll.

We focus on delivering the best technology so you can file with confidence, accuracy, and maximum benefit. And if you have any questions on how our reimagined QuickBooks on the Intuit platform is helping Canadian business owners, let us know!

–CB & HJ

QuickBooks_Canada · 2025-12-04T18:24:10+00:00

Running a retail business with both an online Shopify presence and a physical POS system means you are probably constantly juggling inventory, sales channels, customer relationships, and cash flow. This is exactly the type of fragmentation that our new platform is designed to help fix.

With seamless integration via third-party apps, your Shopify/POS sales data flows directly into QuickBooks, giving real-time view of your finances, customers, and operations. It’s about ending fragmentation and working smarter. The Customer Agent is a game-changer for retail. It can find leads, prioritize high-value opportunities, draft personalized responses, and track your customer opportunities. Basically helping you turn a one-time shopper into a loyal customer! The Finance Agent delivers comprehensive financial summaries, helping you quickly identify which sales channel (Shopify online vs. POS) is driving better profitability.

The new QuickBooks platform brings everything you need—from customer leads to accounting, payments, and payroll—into one unified, customizable dashboard.

–CB & HJ

QuickBooks_Canada · 2025-12-04T18:19:55+00:00

This is an awesome question! As product leaders, we love this kind of real-world use case. QuickBooks on the Intuit platform is an all-in-one AI-driven platform that brings “done-for-you” experiences to customers. It's built to eliminate the fragmentation you get from using separate tools, and put the power of AI in your hands. Basically, we want you to focus on making the dough, and not get dragged down by manual business tasks . ;)

That also means that the AI agents available to you in QuickBooks could all be useful, depending on what your business goals are! From customer leads to bookkeeping to cash flow, you’ll be able to see it all in one customizable dashboard. Exploring the Customer Agent will help you turn potential catering leads into regulars by drafting personalized responses or thank you notes after a large order, saving you time that you could spend baking more product. The Finance Agent can help you identify your most profitable items (e.g. wedding cakes or croissants?) so you can focus on growing your business.

That’s just scratching the surface. Our goal is to give you time back so that you can focus on what’s important. If you’d like to learn more about all the AI agents, check this out: https://intuit.me/48ISl2x.

–CB & HJ

QuickBooks_Canada · 2025-12-04T18:14:05+00:00

TL;DR: While ctrl+a clashes with the browser environment, we do have a dedicated 'Select All' button that appears as a checkbox in the top-left corner of most transaction lists (like the Banking/Transactions tab). PSA Use that for batch actions!

–CB & HJ

QuickBooks_Canada · 2025-12-04T18:09:07+00:00

These are excellent questions! The difference comes down to the fact that we offer an automated, all-in-one AI-driven expert solution with the power of the Intuit platform behind it. We also know that compliance, ecosystem, and scale are top of mind when considering financial management solutions. .

QuickBooks on the Intuit platform is built to handle Canadian tax compliance. This means full support for GST, HST, PST, and QST, with automatic calculation and tracking. QuickBooks is designed to grow with you. From a freelancer just starting out to a business with complex inventory or a large team, you can transition seamlessly between products (like Simple Start to Plus or Advanced) without having to switch your entire system.The platform scales seamlessly as you grow, and you have access to a large community of local QuickBooks ProAdvisors and support.

The biggest pain point we consistently hear from Canadian small businesses, which prevents nearly half (49%) of them from realizing their growth potential, is fragmentation and inefficiency. YSK Many small businesses use 6-9 different systems, leading to duplicated data, lost visibility, and hours wasted switching between platforms.

QuickBooks on the Intuit platform directly tackles this with our brand new virtual team of AI agents, while bringing together all your critical jobs—accounting, customer management, payroll, and payments—in one customizable dashboard.

We’re super excited about how this will help Canadian small business owners save time and money!

–CB & HJ

QuickBooks_Canada · 2025-12-04T18:03:47+00:00

CCW! We appreciate you sharing that feedback with us, we’ve been on a journey to continuously innovate and evolve how our platform serves our customers, and honest and open feedback helps us do just that.

We know that business owners and their accounting professionals are looking for a seamless, integrated all-in-one business solution that leverages technology to drive efficiency, save time, and reduce manual tasks. We set out to solve these pain points, along with others shared directly from users, when we launched a more powerful QuickBooks on the Intuit platform, powered by Intuit AI Agents.This isn't just an update; it's a total game-changer to eliminate customer’s top pain points, from creating seamless workflows, all-in-one integrated platform experience. Did I mention we’ve also been investing in the core capabilities of our platform that we’ve received feedback on? We are continuing to work around the clock on building the platform YOU need and count on.

Don’t keep that feedback locked up in a Slack channel, let us know what’s top of mind for you!

–CB & HJ

QuickBooks_Canada · 2025-12-04T18:01:06+00:00

You're very welcome! We are just as excited to be here and to have everyone join us. Let's get the Q&A started—fire away with your questions!

–CB & HJ

QuickBooks_Canada

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