Smart Invoicing

A new feature now available in QBO Advanced is called Smart Invoicing. Smart Invoicing uses artificial intelligence to identify and highlight invoice irregularities so you can spot potential problems quickly. For example, invoices are flagged whenever a quantity or price detail falls outside the expected range for a given customer. The irregular values are highlighted and explained so the person creating the invoice or the approver can take a look at them.

Below is an example of an invoice with the smart invoicing feature turned on:

Notice both the quantity and the unit cost are both highlighted with a comment right above that indicates the expected value for these fields. If you don’t want to see the comments, you can turn off smart invoicing in company preferences or you can turn off suggestions at the user level. Next, we will cover an existing feature in QBO that is now available to QBO Advanced subscribers, reclassify transactions.