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Customer Hub

Strong customer relationships, so you’re good to grow

With the new Customer Hub and Customer Agent, you can grow your business and support relationships from leads to loyal customers—right in QuickBooks.

Surface more leads

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Customer Agent

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Crush your sales goals

Your Customer Agent spots leads and streamlines follow-ups to help your business find new opportunities, and keep growing. Available in QuickBooks Plus and Advanced.

Grow from leads to loyal customers

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Manage leads with confidence

Know you’re focused on the right opportunities, and track leads and their status in the sales cycle all in one place.

intuit assist creating auto-generated invoices

Right-away referrals

Encourage satisfied customers to refer your services whenever, so you never miss an opportunity to expand your reach.

intuit assist creating auto-generated invoices

Get the word out

Seamlessly collect customer testimonials and post them to key review sites to increase visibility and trust with prospects.

intuit assist creating auto-generated invoices

Connect one-on-one

intuit assist creating auto-generated invoices

Skip the back-and-forth. Allow your customers and leads to schedule phone or video calls with you, right in QuickBooks.

intuit assist creating auto-generated invoices

Close deals with ease

Send and store contracts with e-signatures in QuickBooks, so you can stay organized and close deals faster.

intuit assist creating auto-generated invoices

Manage customer info your way

Centralize all customer information and filter for insights with custom fields.

Get new customers

Get the word out. Now you can manage leads, referrals, testimonials, contracts, and more in Customer Hub—right in QuickBooks.

Strengthen relationships

Happy customers, strong business. Support relationships from leads to loyal customers, right in QuickBooks with Customer Hub.

All in one. Get it done.

Amp up efficiency with AI agents and access to trusted experts.*

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All plans feature
titleImageIntuit Assist
Automate tasks, get paid faster1
Eliminate tedious tasks and personalize client communications with AI-powered automations. Plus, Intuit Assist's automated invoice reminders help you get paid 45% or an average of 5 days faster1
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titleImageExpert Assisted
Get bookkeeping help, FREE for 30 days*
*Connect with Live experts when you need it. They can provide setup help and bookkeeping guidance in QuickBooks, so you can stay organized and run your business with confidence. Free for 30 days. No auto-renew.
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titleImageExpert Tax
File business taxes with expert help
Save time and effort by seamlessly moving from books to taxes, then prepare your current tax year return with unlimited expert help to get every credit you deserve. Access live tax experts powered by TurboTax. Costs vary by entity type. Subject to eligibility.
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Simple Start
Build your financial foundation
$38
$19/mo
Save 50% for 3 months*
1 user
Includes access for your accountant
Invite your accountant to access your books, control user-access levels, and share reports without sharing a log-in.**
Includes:
Intuit Assist
Smart expense organization
Boosts your efficiency by reviewing and organizing your transactions
Intuit Assist uses next-level intelligent automation to speed up expense categorization with improved accuracy.
Essentials
Save time and focus on growth
$75
$37.50/mo
Save 50% for 3 months*
3 users
Includes access for your accountant
Invite your accountant to access your books, control user-access levels, and share reports without sharing a log-in.**
See more
Simple Start features, and:
Intuit Assist
Accounting Agent
NEW
Posts transactions quickly—with explanations and predictions
Bookkeeping reimagined for today. Smart books that go beyond intelligent categorization to deliver cleaner, more accurate books.
Payments Agent
NEW
Helps create tailored strategies to get you paid faster
Cashflow, on autopilot. Automate invoices and track late payments—plus get personalized prompts to help you get paid faster.
Customer Favorite
Plus
Scale with greater clarity
$115
$57.50/mo
Save 50% for 3 months*
5 users
Includes access for your accountant
Invite your accountant to access your books, control user-access levels, and share reports without sharing a log-in.**
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Essentials features, and:
Intuit Assist
AI-powered reconciliation
BETA
Identifies potential issues and suggests solutions
Automagic AI reconciliation saves you time by proactively importing your bank statements to get your books clean faster.
Customer Agent
BETA
Prioritizes leads from your inbox and personalizes email followups
Turn interest into new business—automatically. Manage leads, follow-ups, and proposals with an AI agent that never drops the ball—built to accelerate your growth.
  • AI-powered profit & loss insights
    AI-powered insights proactively surface trends, anomalies, and what’s causing them, personalized to your business.
  • Anomaly detection and resolution
    Close your books in a fraction of the time with advanced AI that includes anomaly detection that automatically finds and resolves discrepancies with you in control.
  • Budgeting
    Create budgets with real-time data you can collaborate with your team on.
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Advanced
Boost efficiency and profitability
$275
$137.50/mo
Save 50% for 3 months*
25 users
Includes access for your accountant
Invite your accountant to access your books, control user-access levels, and share reports without sharing a log-in.**
See more
Plus features, and:
Intuit Assist
Finance Agent
NEW
Goes beyond P&L with financial planning and KPI analysis
Make faster, data-backed decisions and plan for the future with an AI planning agent that analyzes progress toward your KPIs and delivers scenario planning specific to your business.
Project Management Agent
BETA
Helps win bids and allocate costs to keep projects on time
Automatically create projects and track work with continuous project cost allocation, helping keep you more on time and on budget.
  • Custom user management and permissions
    Create and manage users and pre-defined roles, assigning them specific access levels to various areas of QuickBooks.
  • Custom report builder
    Build and save reports that are tailored to your business needs.
  • Data sync with Excel
    Seamlessly send data back and forth between QuickBooks Online Advanced and Excel for more accurate business data and custom insights.
    See more
  • Revenue recognition
    Stay consistent, compliant, and credible with automated revenue recognition.
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  • Forecasting
    Use your historical financial data to analyze trends and create projections of future outcomes, so you can make better-informed business decisions.
Looking for an ERP solution? Explore the NEW Intuit Enterprise Suite.
Your plan
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+10% off annual price
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  • Product support
  • No annual contract
  • Cancel anytime
Important pricing details and product information
Intuit Assist logo

An AI agent for every job

See how Intuit’s AI agents can help you manage your books, customers, and expenses.

Accounting Agent icon

Accounting Agent

Customer Agent icon

Customer Agent

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Finance Agent

Payments Agent icon

Payments Agent

Project Management Agent icon

Project Management Agent

Frequently asked questions

Connect with customers. Grow your business.

Get started today and chart your path to growth with confidence.

Important pricing details and product information
How can we help?
Talk to sales 1-877-866-5232

Monday - Friday, 5 AM to 6 PM PT

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