Unify time savings, growth, and simplicity for your business from one control centre, with QuickBooks on the Intuit platform.

Note: these features will become available in a phased rollout in the coming months.

For decades, businesses have used QuickBooks to manage accounting data, track finances, and organize day-to-day tasks. The newest expression of that longstanding mission has just arrived—QuickBooks on the Intuit platform.

Now’s the time to discover several new innovations that can enhance much of your daily work. In an AI-powered experience, you can save more time than ever while staying in control with the help of Intuit apps and integrations. Get tedious admin tasks off your plate using Intuit AI agents that automate repetitive tasks to help you manage your books, leads, and projects. Plus, grow your business by nourishing customer relationships, from leads to loyal customers, all within QuickBooks.

Currently, AI Agents (Excl. Sales Tax AI Agent): While available in all QuickBooks-supported languages, the agent’s output will be English-only at launch. Localization for other languages will roll out gradually thereafter.

Automation where it counts. Human when it matters.

Featured within this refresh of QuickBooks is an entire team of Intuit AI agents that help manage your books, leads, and projects.** Your AI agents can categorize transactions, combine data, spot inconsistencies, and flag potential errors—while you retain complete control. You get more time to focus on your business by getting tedious tasks off your plate with accuracy you can count on

Help keep your books clean with less effort

The new Accounting Agent suggests categories and helps you match transactions. It also flags anomalies, suggests corrections, and streamlines collaboration with your accountant or bookkeeper—so you can flag what needs attention and communicate about transactions that need more info. 

• Streamlined categorization

Your Accounting Agent works with you to accurately categorize transactions, learning from responses so they’re done correctly. 

• Get feedback whenever you need it

Streamline collaboration across teams and with your accountant or bookkeeper. The Accounting Agent helps you ask questions and get answers quickly so your team can work more efficiently.

• Get time back with more accurate books 

The Accounting Agent identifies potential anomalies in your financial reports and guides you on how to fix them. You stay in control, deciding whether to take action. 

Get important insights and financial summaries on demand

Drive profitability, get performance insights, and plan for your future with a new Finance Agent that’s 100% committed to your business. Your Finance Agent analyzes your data against financial plans and alerts you to specific insights if things are off track.

Start projects faster with less manual work

The new Project Management Agent saves you time by automatically drafting new projects with key details prefilled, so you can focus on delivering results instead of entering data.

Automate your pre-file check

The new Sales Tax AI Agent [beta] can help you keep your income report and net sales amount on your sales tax return in sync so you can file your sales tax with confidence. It identifies discrepancies between your profit and loss report and net sales figures, provides potential causes, and gives recommendations on how to fix them.

Find and respond faster to new leads

Your new Customer Agent helps you prioritize the right leads and draft personalized responses you can send right away. It automatically sources leads from your Gmail or Outlook inbox, composes responses for your approval, and keeps track of opportunities in your sales cycle so you don’t have to.

Stay on track and in control with a powerful new experience

You’ll see all the new features, along with a streamlined view of your work, in a refreshed, customizable dashboard and reimagined interface. This updated experience is designed to provide quick access to key business tools and third-party integrations in one place.

For instance, your personalized business feed is your home base for efficiency, where you can review and approve work done by AI agents and find tips for what to focus on next.

Help strengthen customer loyalty

Customer relationships are the newest area of your business that QuickBooks can help you manage. Any relationship from lead to loyalist is one you can track, engage, and help retain using the new Customer Hub in QuickBooks.

• Never miss a follow-up

Easily prioritize your workload, with task sorting by project, customer, or due date to keep you organized for next steps.

• Track and close deals with confidence

Stay organized through the full sales cycle, from surfacing leads to closing the deal. Track lead status, send and store contracts, and collect e-signatures from customers—all in QuickBooks.

• Manage customer info in one place

Get a 360-degree view of your work with each customer. View notes, contracts, signatures, and feedback, with filters and custom fields to make it all easy to find. 

• Repeat business you can count on

Enable customers to request and schedule follow-up work, so you can be more confident in future revenue and proactive about what’s coming. 

• Know how to keep customers happy

Automate feedback collection so you can learn and improve how customers experience your business offerings.

These new features of QuickBooks on the Intuit platform are designed to save time you can put back into your business. Get more done with integrated business tools and all-new AI automation, within a more powerful QuickBooks.

Note: The new QuickBooks interface is now the default experience. For a limited time, you may opt to use the classic experience. However, all users will eventually be moved to the new experience. 

AI agents, the business feed, and the Customer Hub are available in both experiences.

Disclaimer

Important product and disclaimer information

**Products and features

Intuit Assist features may differ based on product. Not available with QuickBooks Self-Employed.

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 with certain features and functionality. Eligibility criteria may apply. Product offers, features, functionality are subject to change without notice.

Intuit Assist and certain other Al features are currently available at no additional cost at this time. Pricing, terms, conditions, and service options are subject to change without notice.

Finance Agent: Available on QuickBooks Online Advanced only. Not available to customers with multi-currency enabled.

AI Agents (Excl. Sales Tax AI Agent): While available in all QuickBooks-supported languages, the agent’s output will be English-only at launch. Localization for other languages will roll out gradually thereafter.

Beta features: Beta features have very limited availability and are subject to change.

Features may be more broadly available soon.

#Claims

1. Customers report doing 76% less manual work on average with QuickBooks and Intuit Assist: Based on data from QuickBooks users in the U.S., comparing customers who use these features to those who don't.
2. 80% of customers say the new smart expense organization makes handling transactions easier than before: Based on a survey commissioned by Intuit of QuickBooks Online customers in the U.S. using the new smart expense organization features as of April 2025.

55% of customers reported making faster decisions that improve profitability when using Intuit Assist AI: Based on a survey commissioned by Intuit of QuickBooks Online customers in the U.S. using the new smart expense organization features as of April 2025.