How to Auto-Generate QuickBooks Report (Using Zapier & AI) [Video]

In this video, I demonstrate how to use a beta feature in Zapier (Custom Actions) to generate financial reports in QuickBooks — and then analyze the response using AI.

I walk through the process step by step, showcasing how easy it is to create balance sheets and other financial statements. Enjoy!

NEXT STEPS

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https://airtable.com/appTH9EG7YBQIMXff/shrIPhCmAuD3SvMqa

⏰ Timestamps:
00:00 Introduction
02:41 Customizing Requests
05:14 Publishing and Testing
08:26 AI Analysis and Insights

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