What accountants need to know about the move to the refreshed QuickBooks experience

Key benefits of the refreshed experience

Refreshed interface: Positioned below the app carousel, the dashboard offers a way to create customised actions you can bookmark. Plus, your clients can customise their workspace with a greater selection of widgets than ever before.

Modern view reporting: Run reports faster with a streamlined reporting experience designed for speed and clarity. Customise filters, groupings, and layouts in one place, drill into transaction details, and see automatically-refreshed data—so your clients can quickly turn financial information into insights. 

Smarter invoicing: Your clients can update and personalise invoices, estimates, and receipts as they’re creating them so they see exactly what their customer will receive. They can easily add discounts, late fees, and customise it for their business. 

A deeper look at your new tools

Modern view reporting

Reports maintain the familiar data and customisation options clients rely on, while introducing new ways to explore and analyse their financial information. If they’ve saved custom reports in classic view, they’ll transfer over to modern view with all your clients’ data, filters, and settings so they can continue working with the reports they rely on, just in the updated experience. 

• Persistent customisation: Your clients’ custom filters, data ranges, and display settings remain even if they click into transactions and return to the report.
• Auto-refresh: When clients update a transaction and return to the report, it’ll refresh automatically so the latest data is always visible.
• Favourite reports: You clients can bookmark their most-used reports as favourites for quick, one-click access.
• Cleaner data formatting: Modern reports now honour GAAP-aligned accounting orders (Assets, Liabilities, Equities, Income, Expenses) in reports like the General Ledger and Trial Balance. We've also enabled drill-downs into zero-dollar accounts and defaulted to hiding rows with no activity or balances (like Cost of Goods Sold, if irrelevant to your clients’ business) for a cleaner view.
• Optimised experience: Reports run faster and handle larger volumes of data more efficiently, reducing timeouts and improving reliability—even for businesses with high transaction activity. 
• Simplified controls: Frequently used settings like display options and comparisons are prioritised at the top of the report, while filters, groupings, and pivot tools are organised in a single right-hand panel. This streamlined layout gives clients more screen space to focus on data while keeping customisation tools easy to access. All controls (filters, groupings, and pivots) are consolidated into a single right-hand panel.
• Your clients’ reports move with them: Any saved classic custom reports will automatically transition to the refreshed view with the same data, filters, and settings—so your clients can continue working with the reports they rely on, just in the updated experience. 

Refreshed invoicing: Your clients can get paid with less back-and-forth. They can create, send, and manage invoices and quotes easily to simplify how they work. 

• On-the-spot customisation: Clients can customise estimates and invoices directly on the form they’re about to send. Instead of managing multiple templates, all formatting and content options are available right on the page, and QuickBooks remembers your clients’ preferences for the next form they create. 
• Real-time tracking: Your clients can see the status of their estimates and invoices in one place. They can track when customers view or approve estimates, send reminders for unpaid invoices, and record payments as they come in—so they always know where things stand. 
• Convert estimates instantly: When a customer approves an estimate, your clients can quickly convert it into an invoice without reentering information, helping them move smoothly from quote to payment.  
• Manage invoices from anywhere: Whether your client is at their desk or on the go, they can create, send, and track estimates and invoices from the QuickBooks mobile app. Their work autosaves so they can pick up where they left off at any time. 

Important dates and implementation

• May 8: We’ll begin rolling out the refreshed interface as the default experience. Once these updates are live, the classic view will no longer be available. 
• May 22: All accounts will transition to the updated reports layout in stages to provide access to the latest customisation and scaling tools. 
• Throughout May:The new invoicing layout will be enabled. This becomes the final, fixed view once your account has transitioned. 

How to prepare for this transition

1. Explore early: Help your clients get ahead of the curve and invite them to start exploring the new experience today. If your clients are currently using the classic experience, they can use the toggle to switch to the refreshed view today. Familiarising themself now avoids interruptions later. 
2. Standardise workflow: Moving to the refreshed interface now ensures a consistent experience across your clients’ businesses, simplifying staff training and collaboration, and ensures their teams are working with the most up-to-date tools.
3. Review reports: Take a moment to have your clients explore refreshed view reporting. Familiarising themselves with the enhanced customisation and faster load times will help them surface business insights more effectively.
4. Stay informed: We are committed to a smooth transition. You and your clients will continue to receive updates with more tips on using the latest innovations. 

DISCLAIMERS:

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, and functionality are subject to change without notice.

Intuit AI (Excl. Sales Tax AI): While available in all Intuit QuickBooks supported languages, Intuit AI output is currently in English and French. We recommend you review all outputs carefully.

Intuit Intelligence 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.

Features may be more broadly available soon.