Accountant sitting with her client reviewing material on a laptop.
product update

Now available: get early access to QuickBooks on the Intuit platform

Recently, we announced exciting innovations coming to QuickBooks starting in November. Powered by the Intuit platform, a reimagined QuickBooks will bring:

  • AI experiences to help automate tasks and workflows 
  • A smarter dashboard to surface tools, data, and proactive insights
  • New features to help your clients do more on a single platform 

Over the coming weeks, you and your clients can get a first taste of the upcoming innovations by opting-in for early access. We encourage you to opt-in, get familiar with the new experience, and work together to navigate the change.

What's included in early access?

During early access, your core QuickBooks workflows won’t change, but you’ll get the redesigned interface with a reimagined dashboard.

Introducing Intuit apps: Core QuickBooks features and add-ons are now called Intuit apps, all conveniently located at the top of your dashboard. This change makes it easier to access the functionality you need, make use of all the tools, and make the most of the Intuit platform as business needs expand. 

Customizable navigation: Put your most-used tools front and centre and bookmark frequent actions. Customize your dashboard to match your workflows so you can keep focused and on-task.

Smart, unified search: No more digging for the info you need. With platform-wide search, you can find specific transactions, customers, accounts, reports, help, and more with consolidated results, all in one place.

QuickBooks Online dashboard screen.

Who gets early access?

Early access is open to QuickBooks customers on Easy Start, Essentials, Plus, and Advanced. We’re rolling it out in phases, so not every account has early access right away. Ledger will have it at a later date. 

How do I opt-in?

Starting in late August, all QuickBooks Online accounts will have the opportunity to get early access to the new experience.  

To opt-in, go to Settings (the gear icon in the top-right navigation bar). After you opt-in, the new experience will be enabled and you’ll see a walk through to help get you started. The primary admin and the Accountant of the QuickBooks Online account will be able to manage opt in via Settings.

Setting menu within QuickBooks Online with new version opt-in message.

Through QuickBooks Online Accountant, you will also have the option to opt all your clients into early access all at once.

If a client opts themselves in, you'll see the early access experience when you go into their QuickBooks and a message will appear indicating they've opted in.

All accounts can be reverted back to the previous QuickBooks experience during this period. To revert back, go to Settings (the gear icon in the top right navigation bar) and select “Switch back to the previous QuickBooks experience” at the bottom of the screen.

See our FAQ at the end of this article for more information.

What’s next

Early access will continue through the next few months, and you can opt clients in or out at any time. In November, we'll start the full rollout, including Intuit's AI agents, Customer Hub, and fully connected data and insights. We’ll continue to share updates as we get closer.

Get to know the changes today

Watch this short video to see the new experience in action.

Share your feedback

Your feedback is important. As you and your clients interact with the early access experience, let us know what you think. Go to Settings (the gear icon in the top right navigation bar) and select Feedback. 

We’re excited to partner with you as we evolve QuickBooks into an end-to-end business platform that can better support you, your firm, and your clients. For more information about the innovations coming to QuickBooks read this article.

FAQs: Early access to Quickbooks on the Inuit Platform

Accountant Specific FAQs

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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