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Explore the new Intuit QuickBooks platform

Introducing a redesigned platform to streamline workflows for you and your clients

QuickBooks is evolving into an all-in-one platform designed to save you time, simplify workflows, and empower you to do more for your clients.

The new QuickBooks on the Intuit platform delivers smarter navigation and enhanced tools, ensuring everything you need is in one place. With improved functionality and intuitive features, the redesigned platform provides greater visibility into your clients’ businesses, helping you to deliver financial clarity.

Changes take time to adjust to and we’re here to guide you through the journey. Early Access is currently available to the new Intuit QuickBooks platform and switching now means you’ll have plenty of time to explore the updates, get comfortable with the new tools, and prepare for our future innovations. If you choose to switch to Early Access, you can switch back to the older version until the new platform becomes the default.

Redesigned Navigation: Apps, Add-ons, and Integrations

Gone are the days of juggling disconnected tools or searching endlessly for what you need. The redesigned QuickBooks experience simplifies navigation to help you complete tasks faster and more efficiently.

Here’s what’s new:

  • Apps Carousel: Features like Sales and Expenses are now called Apps and are located in a carousel at the top of the dashboard for quick access.
  • My Apps Menu: Quickly switch between apps and features using My Apps in the left-hand navigation menu. Some features previously found in the navigation, such as Bank Transactions, can now be found within the Apps.
  • Add-ons: Add-ons like Payroll*, marked with a gem icon , are displayed in the My Apps menu.
  • Integrations: Third-party tools, now called Integrations*, are accessible via the plug icon in the top navigation.

While some app names and feature placements may have changed, the functionality you rely on remains the same—just organised for easier and faster access.

Oasis QBO Dashboard Apps highlight

Watch this video to see what's changed on the redesigned QuickBooks platform.

Apps That Simplify Your Workflow

The redesigned platform consolidates features into Apps to make your work easier and faster. Here’s how these Apps help you get more done:

  • Accounting: Manage bank transactions, reconciliations, recurring transactions, and chart of accounts all in one place.
  • Expenses & Bills: Track expenses, manage suppliers, and bill payments effortlessly.
  • Sales & Get Paid: Keep track of invoices, orders, and sales transactions without hassle.
  • Customer Hub: Your clients can manage customer information, track leads, and organise quotes in one central location.
  • Team: Clients can manage team member details, costs and billing rates to easily add to time activities.
  • Projects: Stay on top of project costs by tracking income, costs and profit margins.
  • Inventory: Keep track of products and services, purchase orders, and sales orders with this new app.
  • GST: Simplify ATO submissions, BAS preparation, and GST tracking all from one place.
  • Payroll*: QuickBooks Payroll powered by Employment Hero add-on integrates seamlessly into your clients workflow.
  • Marketing*: Add-on Mailchimp to sync QuickBooks data and help your clients grow their business and strengthen customer communication.
  • Reports: Centrally access all financial reports like P&L and balance sheet and monitor cash flow planning tools from the left hand navigation.
  • My Menu: Advisor tools are now located in My Menu in the left hand navigation, where you can customise sections, bookmarks, and tools for faster access.

Customise QuickBooks For Your Practice

The redesigned QuickBooks lets you customise tools and navigation to suit your role and business goals, so you only see what matters most to you and your clients.

  • Create Button: Formerly the +New button, use the Create button to add tasks like creating invoices or recording expenses. Up to ten tasks can also be added to your dashboard for easy access.
  • Bookmarks: Bookmark commonly used features for quick access. Existing bookmarks will remain intact in the new design.
  • My Apps: Pin up to three apps—such as Sales, Expenses, and Inventory—to access your most-used tools in the left hand navigation.
  • Smart Search: Navigate quickly with enhanced search capabilities allowing you to filter for transactions, locate reports, customer information, and even searches like “payments over $3000.”
  • Widgets: Choose which widgets to include on your dashboard and adjust sizes and positions to keep vital information front and centre.
Oasis QBO Dashboard Customisation

Watch this video to view a tour of the new QuickBooks platform.

Streamlined Categorisation, Day or Night

As part of the redesigned platform, we’re introducing Intuit AI Agents to help reduce manual workloads and improve accuracy, all under your guidance and control. We’re excited to launch the first feature within the Accounting Agent+, AI-powered bank feeds, available now through opt-in.

Here’s how you can complete the books faster:

  • Smart categorisation: The AI Agent continuously learns from transaction history to suggest entries and offer clear explanations for recommendations to ensure consistent categorisation, constantly refining over time.
  • Transaction matching: The AI Agent helps match transactions, such as invoices and payments, to money-in transactions in the bank feed. If bank transaction descriptions are unclear, the AI Agent will show multiple suggestions with explanations, removing the need to manually look-up transactions.
  • Quick adjustments: Make quick adjustments to category and supplier selections, and add details like class, location, or attachments directly in the bank feed without opening up each transaction, saving clicks and time.
  • Customisable table: Customise fields to track what matters most, such as location or attachments.
Image Alt Text

Watch how AI can transform your bank feeds.

Coming soon: A new experience built exclusively for Advisors

A new product experience built just for accountants and bookkeepers is coming soon to the Intuit platform. It’s a more powerful QuickBooks Online Accountant with AI-powered functionality designed to help you deliver even better services to your clients, and manage your firm with ease. These innovations are set to streamline your practice and support your ongoing success. Stay tuned for more details—this is just the beginning of what’s to come!

Helpful Resources

We’re committed to supporting you every step of the way with helpful resources and guidance.

Explore more resources to guide you through the new QuickBooks on the Intuit platform:

  • Innovations webinar: Watch an overview of the new product innovations so you can see what’s coming and how it will benefit you and your clients.
  • Advisor toolkit: Download our toolkit that helps orient you on the new experience and what it can do for you.

Your clients will have questions too. Share these resources to help them get up to speed:

  • Demo Video: A guide to navigating the updated QuickBooks layout.
  • FAQs: Answers to common questions about the new platform and Early Access.
  • Client Toolkit: Shareable PDF with an email template to send to your clients to educate on the new platform.

For more information, visit the Advisor Resource Centre.

The redesigned QuickBooks platform isn’t just about change; it’s about transforming how you, and your clients get work done—with smarter tools, better navigation, and features that maximise efficiency to help you work faster. Switch now to explore the updates that put time back in your day, and get ready for the future of accounting innovation.

Disclaimers

+Currently Intuit AI Agents process information in the same languages QuickBooks is available in your region. If your account contains information in other languages, there may be some limitations in the outputs provided by Intuit AI Agents. We recommend you review all outputs carefully. This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making a purchasing decision. Additional terms, conditions and fees may apply. Product offers, features, and functionality are subject to change without notice.

*Additional fees apply.


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