QuickBooks + AIYour QuickBooks, turned into a sales dashboard
Your books already know which customers, products and months bring in the money. In one hour, Dan Garrett shows how to pull that out of QuickBooks, put it on one screen, and ask AI the right questions about it.
Registration takes about twenty seconds and the Zoom link comes by email. Cannot make it live? Register anyway and we will send you the recording.
From a pile of numbers to answers you can act on
No accounting degree needed. If you use QuickBooks, or someone does it for you, this hour is for you.
Prompting that works
The five stages of an effective AI prompt, so the answers you get back are specific to your business instead of generic.
From books to answers
What your QuickBooks data can tell you about sales: where revenue comes from, what is growing, and what is slipping.
A dashboard, built live
Dan builds a sales dashboard on screen from a sample company's QuickBooks data, step by step, so you can see exactly how it is done.