Using the Chat Interface

Chat is the primary way you'll work with Aqqrue.

Instead of navigating through menus, simply describe what you're trying to accomplish. Whether you're creating bills, reviewing transactions, building workpapers, or drafting client emails, it all starts with a conversation.

At the top of the chat, you'll see two modes:

Get Work Done is for your day-to-day accounting work. Use it to create bills, journal entries, workpapers, reports, emails, and other deliverables.

Plan Repeatable Tasks is for designing reusable workflows. Instead of completing work immediately, Aqqrue helps you create an SOP that can be reused whenever that process comes up again.

We'll cover Tasks in more detail in a separate guide.

The better context you provide, the better Aqqrue can help. You can add context in three ways:

Use Attach to upload any files Aqqrue needs to complete your work. For example, you might attach vendor invoices, bank statements, Excel files, or supporting documents. As a general rule, if you would use a document to complete the work yourself, attach it to the conversation.

References let you point Aqqrue to specific data from your QuickBooks company.

You can reference accounts, vendors, customers, employees, classes, and other accounting masters directly from the References menu.

You can also type @ while writing your message to quickly search and insert a reference. This is especially useful when you want Aqqrue to focus on a specific account or vendor.

The Documents picker gives Aqqrue access to files that already exist within your workspace. If you've connected systems like Stripe, Square, Toast, or other integrations, their reports are available here as well. Instead of uploading the same file every time, simply select it from the Documents library.

The easiest way to use Aqqrue is to describe the outcome you're looking for.

For example:

Show me all the bills in QuickBooks.

Or:

Create bills in QuickBooks using the attached invoices.

You don't need to think about the individual steps. Simply tell Aqqrue what you want to accomplish. In most cases, Aqqrue will produce one of three things:

You can have multiple conversations open for the same client, at the same time.

Click the + button at the top of the chat to start a new conversation while keeping your existing ones open. Think of conversations like browser tabs - you can switch between them at any time without losing your progress.