What Qix can do
See the questions Qix can answer and the actions it can prepare for your review.
On this page
Qix answers questions about the current business and prepares selected accounting actions. Open the chat widget to use it. Your account permissions determine which tools and saved alerts are available. Direct prompts check the matching tool permission before reading records. Nonprofit businesses also need approved account mappings and an active Operating fund.
Qix can make mistakes. Check its figures against your records and review what it proposes before approving an action.
Available tools
The current tool set contains 29 tools:
| Area | Tools |
|---|---|
| Help | Search published Help Center guides |
| Invoices | List invoices; get an invoice; get an accounts receivable summary |
| Bills | List bills; get a bill; get an accounts payable summary |
| Contacts | List customers; list vendors; get customer analytics |
| Accounts and reports | List accounts; get a trial balance; get a balance sheet; compare balance sheets between dates |
| Journal | List journal entries; get a journal entry |
| Customer payments | List payments received; get a payment received |
| Vendor payments | List payments made; get a payment made |
| Search and analysis | Search across records; detect transaction anomalies; extract information from an existing document |
| Actions requiring confirmation | Create an invoice; create a bill; create a customer; record a customer payment; record a vendor payment; create a batch of bill payments |
Understand a proposed action
| State | Meaning |
|---|---|
| Pending | Qix prepared an action for your review. |
| Approved | Your approval was recorded; execution has not completed. |
| Executed | The action completed; check the resulting record. |
| Rejected | You declined the proposed action. |
| Failed | The action did not complete successfully. |
| Expired | The confirmation period ended. |
Invoices and bills created through Qix start as drafts. Recording a payment can affect your books; a vendor payment may first need your business's separate payment approval.
Use the customer payment form or bill payment form to choose and check accounts and allocations. For batches that require separate approval, use individual bill payments. If a batch is already waiting for approval, contact support before entering a replacement.
Start with Ask Qix a question, then read Approve an action Qix proposes.