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US version shown for indicative purposes only. Feature availability varies by product and region.

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Agentic AI, Connected Data, and Deeper Functionality Will Transform QuickBooks

It’s a reality we all know: Business owners are busier than ever, juggling competing priorities while trying to make sense of fragmented tools and disconnected data. When workflows create roadblocks, productivity, efficiency, and confidence can take a hit. In today’s fast-moving environment, what business owners need is an end-to-end solution that streamlines operations and empowers smarter, faster decision-making.

Exciting innovations are coming to QuickBooks that will transform the way you work. Powered by Agentic AI, QuickBooks will automate repetitive tasks and complex workflows, saving valuable time and delivering actionable insights. The recently launched reimagined interface makes it easier than ever to find what you need and stay on task. And soon, deeper functionalities will seamlessly come together on a single, all-in-one platform to help you do more.

Wherever you are in your business journeyβ€”whether just getting started, growing in complexity, or scaling upβ€”QuickBooks will deliver smarter automation and insights to help you make informed decisions and grow your business.

Rest assured, the QuickBooks you know and love isn’t changing. It’s evolving into a more powerful solution that unlocks next-level efficiency.

Automation Where It Counts. Human When It Matters.

Starting this November, Agentic AI is coming to QuickBooks. It’s best-in-class technology designed to handle everything from repetitive tasks to complex workflows while keeping you in control every step of the way. Leveraging AI means spending less time on admin and more time focusing on where your business needs you most.

In QuickBooks, this cutting-edge technology comes to life as Intuit AI Agents. Think of them as your new digital teammates, working behind the scenes to make intelligent suggestions and keep workflows moving - all under your expert guidance.

Here’s what each AI Agent will do:

  • Accounting Agent: Keeps your books clean and accurate by automatically categorising transactions, detecting and resolving anomalies, and reconciling accounts. Key tasks are flagged for attention or approval, letting you focus on more strategic work.
  • Finance Agent: Analyses financial data to generate forecasts, highlight variances, and pinpoint sources. This helps you stay on top of your financial health.
  • Customer Agent: Sources leads from your business email inbox, drafts personalised responses ready for review and approval, and tracks customer opportunities throughout the sales cycle.

These agents bring deeper automation to the features you already know and trust in QuickBooks. They primarily work behind the scenes, but you’ll see summaries in your Business Feed, where you can review and approve their work, explore actionable insights, and highlight trends to inform next steps.

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"Under the surface, it's going to be the same QuickBooks, it's just going to have more AI embedded into it, and look more streamlined, which I absolutely love."
Chloe Britnell, PJ & Co, UK

Get Complete Visibility and Seamless Productivity

QuickBooks’ redesigned interface is here, already making it easier to stay on top of tasks while providing complete visibility into your businessβ€”all in one centralised view.

New features powered by AI and connected data are coming soon to enhance this powerful interface even further. These updates will deliver a dynamic control centre for your business, automatically visualising key metrics, AI-managed tasks, and actionable insights in a way that's clear, fully customisable, and keeps you in control.

Key Features:

  • Business Feed: Quickly review and approve AI-completed tasks while staying focused on high-priority work. Plus, optimise your marketing efforts by combining detailed analytics from Mailchimp and QuickBooks data all seamlessly integrated into one view.
  • Improved Insights and Reporting: Track financial health with a customisable dashboard that highlights areas needing attention. AI-powered insights detect trends, anomalies, and their causes, eliminating manual analysis. Stay informed with P&L and balance sheet insights for smarter decisions.
  • Built-in Collaboration: New chat features enable seamless communication between businesses and advisors, helping move projects forward and get work done faster.
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β€œAI will help me with the tedious tasks, the data entry, the things that take time but they don't necessarily add value to the client.”
Maria Landrelli, Your Accounting Solutions, Australia

Boost Sales and Strengthen Relationships in QuickBooks

QuickBooks’ Customer Hub is already helping businesses track leads, centralise information, and manage tasks all in one place. These tools make it simple to stay organised and deliver great customer experiences without juggling multiple apps.

Building on this foundation, QuickBooks is enhancing the Customer Hub to take things further. New features will make it easier to spot new opportunities, foster leads, re-engage current customers, and ultimately close more sales - helping you drive growth and build stronger relationships seamlessly.

Here’s what’s coming in the enhanced Customer Hub:

  • Integrated Scheduling: Clients and leads can schedule meetings directly within QuickBooks, eliminating back-and-forth emails and streamlining your workflow.
  • Manage Contracts and Signatures: Send contracts and store e-signatures all in one place so you can stay organised and speed up the deal-closing process.
  • Centralised Customer Info: Work smarter by sorting tasks by customer, project, or due date. Keep notes, to-dos, and all customer details accessible and organised for next steps.

With these enhancements, QuickBooks empowers you to uncover more opportunities, connect with customers, and grow your business.

Discover the New QuickBooks Interface

Watch this quick video to explore the redesigned QuickBooks experience available in early access and see what the interface looks like.

Innovations Are Just Getting Started

We’ll continue to share updates as we approach the full launch. Here’s a snapshot of what’s coming next:

  • Available Now: A small group of QuickBooks customers have been automatically moved to the new experience. Gradually rolling out to all new and existing customers, you can opt into early access via the settings cog icon to explore the redesigned interface, get familiar with its new look and feel, and prepare for upcoming features.
  • Starting November 2025: The full experience will begin rolling out, featuring AI-powered Agents, an enhanced Customer Hub, and fully integrated data and insights to simplify and elevate your workflows.
  • Coming Soon: AI innovations will extend to QuickBooks Online Accountant, providing advisors with powerful tools to efficiently manage their clients and practice.

QuickBooks is evolving into a smarter, more seamless solution, designed to support your goals and simplify how you work. We’re excited to bring you along on the journey and will keep you informed every step of the way.

These innovations are designed to bring real value to your business - helping you save time, streamline workflows, and uncover actionable insights. As always, we’re here to help you navigate these changes confidently.

Your feedback continues to shape QuickBooks, and we’re committed to introducing updates that enhance your experience. Keep an eye on the QuickBooks Launchpad for the latest product updates and feature enhancements.

Disclaimer

This information is intended to outline our general product direction, but represents no obligation and shouldn't be relied on when making a purchasing decision. Additional terms, conditions and fees may apply with certain features and functionality. Eligibility criteria may apply. Product offers, features, and functionality are subject to change without notice.


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